Safe Harbor Wealth Advisors’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Safe Harbor Wealth Advisors’s Portfolio PRIV Stock Details PRIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$354K	Buy	+13,837	New	+$353K	0.34%	57

Other funds holding PRIV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RAM

Reflection Asset Management Isle Of Palms, South Carolina $141M AUM

Auour Investments Woburn, Massachusetts $318M AUM 11.75% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Safe Harbor Wealth Advisors's PRIV Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in State Street IG Public & Private Credit ETF (PRIV) in Q4 2025: 13,837 shares worth $354K. The stake represents 0.34% of the portfolio and ranks #57 among its holdings.

30 funds tracked by Wall St. Rank hold PRIV as of Q4 2025.

Safe Harbor Wealth Advisors held 13,837 shares of State Street IG Public & Private Credit ETF worth $354K as of Q4 2025.
State Street IG Public & Private Credit ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
State Street IG Public & Private Credit ETF made up 0.34% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #57 holding.
30 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.