Savvy Advisors Inc’s State Street IG Public & Private Credit ETF PRIV Stock Holding History

Savvy Advisors Inc’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
2026 Q3	$4.78M	Buy	+198,805	New	+$4.91M	0.08%	202

Other funds holding PRIV

Texas Permanent School Fund Austin, Texas $1.6B AUM 1.85% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MIC Capital Management (UK) London, United Kingdom $463M AUM 7.9% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Breakwater Investment Management Seattle, Washington $302M AUM 10.26% 1-Year Est. Return

McMill Wealth Management Norfolk, Nebraska $440M AUM 5.3% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Reflection Asset Management Isle Of Palms, South Carolina $241M AUM 38.4% 1-Year Est. Return

WPA

Wealth Preservation Advisors Chattanooga, Tennessee $210M AUM 19.33% 1-Year Est. Return

Beta Wealth Group San Diego, California $268M AUM 12.53% 1-Year Est. Return

Savvy Advisors Inc's PRIV Position: Q3 2026 in Review

Savvy Advisors Inc opened a new position in State Street IG Public & Private Credit ETF (PRIV) in Q3 2026: 198,805 shares worth $4.78M. The stake represents 0.08% of the portfolio and ranks #202 among its holdings.

25 funds tracked by Wall St. Rank hold PRIV as of Q3 2026.

Savvy Advisors Inc held 198,805 shares of State Street IG Public & Private Credit ETF worth $4.78M as of Q3 2026.
State Street IG Public & Private Credit ETF was a new Savvy Advisors Inc position in Q3 2026.
State Street IG Public & Private Credit ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q3 2026, its #202 holding.
25 funds tracked by Wall St. Rank held State Street IG Public & Private Credit ETF as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.