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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 78470P788

SSGA ACTIVE TR

19 institutions · $30.5M total · 1,230,303 shares

#ManagerSharesValue% of TotalPeriod
1Heartwood Wealth Advisors LLC345,676$8.7M28.09%2025-12-31
2Lido Advisors, LLC227,126$5.7M18.46%2025-12-31
3Exchange Capital Management, Inc.213,531$5.3M17.35%2025-06-30
4Equitable Holdings, Inc.112,431$2.8M9.13%2025-12-31
5L2 Asset Management, LLC63,659$1.6M5.17%2025-12-31
6LPL Financial LLC45,754$1.1M3.71%2025-12-31
7CITADEL ADVISORS LLC40,213$994.5K3.26%2025-03-31
8JANE STREET GROUP, LLC38,695$969.2K3.14%2025-12-31
9Masso Torrence Wealth Management Inc.31,562$791.7K2.56%2025-09-30
10Farther Finance Advisors, LLC31,308$784.1K2.54%2025-12-31
11Global Financial Private Client, LLC29,054$727.7K2.36%2025-12-31
12Private Advisor Group, LLC13,655$342.0K1.10%2025-12-31
13SUSQUEHANNA INTERNATIONAL GROUP, LLP10,791$270.3K0.87%2025-12-31
14Integrity Wealth Solutions LLC8,179$204.8K0.66%2025-12-31
15PFG Private Wealth Management, LLC8,056$202.1K0.65%2025-09-30
16UBS Group AG131$3.2K0.01%2024-12-31
17JPMORGAN CHASE & CO114$2.9K0.00%2025-09-30
18Virtu Financial LLC10,368$2600.84%2025-09-30
19CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30