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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 78470P820

SSGA ACTIVE TR

24 institutions · $51.2M total · 2,096,817 shares

#ManagerSharesValue% of TotalPeriod
1Motley Fool Wealth Management, LLC810,570$20.3M38.65%2025-12-31
2McCarthy & Cox207,899$5.2M9.91%2025-09-30
3LPL Financial LLC200,115$5.0M9.54%2025-12-31
4Evergreen Wealth Solutions, LLC192,336$4.8M9.17%2025-12-31
5Gradient Investments LLC120,496$3.0M5.74%2025-12-31
6Exchange Capital Management, Inc.101,977$2.6M4.86%2025-06-30
7Lido Advisors, LLC98,493$2.5M4.69%2025-12-31
8Sanctuary Advisors, LLC90,801$2.3M4.33%2025-12-31
9WOODMONT INVESTMENT COUNSEL LLC45,792$1.1M2.18%2025-12-31
10SUSQUEHANNA INTERNATIONAL GROUP, LLP29,903$748.7K1.42%2025-12-31
11Fourth Dimension Wealth, LLC27,800$698.6K1.32%2025-09-30
12Mayflower Financial Advisors, LLC25,823$646.6K1.23%2025-12-31
13Hobbs Group Advisors, LLC22,972$575.2K1.09%2025-12-31
14MARATHON CAPITAL MANAGEMENT20,295$508.1K0.96%2025-12-31
15CITADEL ADVISORS LLC18,524$463.8K0.88%2025-12-31
16Opulen Financial Group LLC16,399$410.6K0.78%2025-12-31
17JANE STREET GROUP, LLC11,762$295.6K0.56%2025-09-30
18AE Wealth Management LLC546$13.7K0.02%2025-09-30
19Mattson Financial Services, LLC454$11.4K0.02%2025-03-31
20Virtu Financial LLC53,775$1.3K2.56%2025-06-30
21Golden State Wealth Management, LLC27$6760.00%2025-12-31
22Larson Financial Group LLC9$2260.00%2025-06-30
23CWM, LLC49$10.00%2025-12-31
24CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30