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Ssga Active Tr shares owned by Summit Financial

Quarter-by-quarter ownership of Ssga Active Tr (ALLW) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ssga Active Tr

Tip: Access up to 7 years of quarterly data

All positions including Ssga Active Tr held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ssga Active Tr by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $445k 15k 29.27

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Top funds holding Ssga Active Tr

LPL Financial
AE Wealth Management
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Rockefeller Capital Management
Catalyst Private Wealth
Pinnacle Wealth Management
Marshall Financial Group
Crusonia Wealth Advisors
Mariner Wealth Advisors
National Philanthropic Trust
Family Management Corporation
Astoria Portfolio Advisors
Flagship Harbor Advisors
Commonwealth Equity Services

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