SEC 13F Intelligence

SSGA ACTIVE ETF TR

CUSIP 78467V103

Ssga Active Etf Tr has 151 institutional holders in Filings Flow’s 13F database, together reporting 22.83M shares worth $706M as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, D.a. Davidson & Co., and Tobias Financial Advisors, Inc..

Institutional Holders
151
Q1 2026
Reported Value
$706M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 27Q4 ’18Q1 ’19: 29Q2 ’19: 22Q2 ’19Q3 ’19: 22Q2 ’21: 38Q2 ’21Q4 ’21: 47Q4 ’22: 96Q4 ’22Q4 ’25: 127Q1 ’26: 151Q1 ’26Q2 ’26: 11filingsflow.com
Total reported value
Q4 ’18: $40MQ4 ’18Q1 ’19: $32MQ2 ’19: $116MQ2 ’19Q3 ’19: $16MQ2 ’21: $49MQ2 ’21Q4 ’21: $159MQ4 ’22: $297MQ4 ’22Q4 ’25: $482MQ1 ’26: $706MQ1 ’26Q2 ’26: $55Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
First International Bank & Trust$288M AUM8.34%$24M776.9KQ3 2025OLDER
TOBIAS FINANCIAL ADVISORS, INC.$718M AUM5.39%$39M1.07MQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM4.92%$18M496.7KQ1 2026OLDER
Freedom Financial Partners LLC$281M AUM4.35%$12M338.2KQ1 2026OLDER
Tilson Financial Group, Inc.$333M AUM3.11%$10M286.8KQ1 2026OLDER
Eldridge Investment Advisors, Inc.$456M AUM3.02%$14M381.5KQ1 2026OLDER
SENTINEL PENSION ADVISORS, LLC$676M AUM2.77%$19M519.2KQ1 2026OLDER
Wealth Enhancement Trust Services, Inc.$826M AUM2.72%$22M621.0KQ1 2026OLDER
RFG - Bristol Wealth Advisors, LLC$371M AUM2.67%$10M273.3KQ1 2026OLDER
First National Advisers, LLC$683M AUM2.23%$15M421.7KQ1 2026OLDER
Johnson Bixby & Associates, LLC$806M AUM2.21%$18M492.4KQ1 2026OLDER
PRIVATE CLIENT SERVICES, LLC$381M AUM2.10%$8M232.2KQ2 2026
Illumine Investment Management, LLC$130M AUM1.53%$2M55.2KQ1 2026OLDER
Harbor Group, Inc.$692M AUM1.52%$11M291.4KQ1 2026OLDER
Trinity Wealth Management, LLC$315M AUM1.45%$5M132.3KQ2 2026
Private Wealth Asset Management, LLC$935M AUM1.42%$13M366.3KQ1 2026OLDER
MBE Wealth Management, LLC$241M AUM1.33%$3M88.3KQ1 2026OLDER
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.92%$14M382.0KQ1 2026OLDER
Trilogy Capital Inc.$2.6B AUM0.89%$23M664.2KQ2 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM0.74%$2M47.3KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.73%$6M154.2KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.66%$10M297.1KQ2 2026
Register Financial Advisors LLC$271M AUM0.64%$2M47.6KQ1 2026OLDER
CATALYST FINANCIAL PARTNERS LLC$847M AUM0.61%$5M142.5KQ1 2026OLDER
Independent Family Office, LLC$243M AUM0.59%$1M39.6KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.52%$14M400.2KQ1 2026OLDER
Elevation Capital Advisory, LLC$235M AUM0.50%$1M32.6KQ1 2026OLDER
WIN ADVISORS, INC$219M AUM0.46%$1M27.7KQ1 2026OLDER
PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM0.42%$516,07714.3KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.34%$56M1.54MQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.32%$1M40.5KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.31%$2M68.8KQ1 2026OLDER
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$648M AUM0.29%$2M51.5KQ1 2026OLDER
CITY NATIONAL BANK OF FLORIDA /MSD$168M AUM0.28%$470,05813.0KQ1 2026OLDER
Veracity Capital LLC$280M AUM0.25%$711,07019.7KQ1 2026OLDER
KWB Wealth$1.0B AUM0.23%$2M75.3KQ1 2026OLDER
THOMPSON DAVIS & CO., INC.$150M AUM0.22%$329,0369.1KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.20%$6M154.2KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.19%$11M295.6KQ1 2026OLDER
DAVIDSON TRUST CO$232M AUM0.19%$431,26111.9KQ1 2026OLDER
Fermata Advisors, LLC$495M AUM0.16%$812,75923.6KQ2 2026
Coastal Bridge Advisors, LLC$1.4B AUM0.15%$2M60.6KQ1 2026OLDER
Crusonia Wealth Advisors LLC$485M AUM0.14%$700,22619.4KQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.14%$1M38.3KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.14%$2M68.0KQ1 2026OLDER
HORAN Wealth, LLC$1.1B AUM0.13%$1M45.0KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.13%$1M31.4KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.12%$25M685.2KQ1 2026OLDER
L.K. Benson & Company, P.C.$302M AUM0.11%$324,8219.0KQ1 2026OLDER
XML Financial, LLC$1.2B AUM0.11%$1M36.3KQ1 2026OLDER
XY Planning Network, Inc.$626M AUM0.10%$639,33117.7KQ1 2026OLDER
ECLECTIC ASSOCIATES INC /ADV$878M AUM0.09%$756,67321.9KQ2 2026
Legacy Financial Group LLC$795M AUM0.09%$678,39518.8KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.09%$4M101.6KQ1 2026OLDER
Pasadena Private Wealth, LLC$723M AUM0.08%$570,65615.8KQ1 2026OLDER
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM0.08%$453,64612.5KQ1 2026OLDER
Knuff & Co LLC$332M AUM0.07%$243,6516.7KQ1 2026OLDER
Breakwater Investment Management$269M AUM0.07%$190,4395.3KQ1 2026OLDER
Ignite Planners, LLC$648M AUM0.06%$379,50210.5KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.05%$2M47.8KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.05%$2M44.1KQ1 2026OLDER
BRASS TAX WEALTH MANAGEMENT, INC$602M AUM0.05%$291,0159.4KQ3 2025OLDER
Keystone Financial Group$1.5B AUM0.05%$670,86618.6KQ1 2026OLDER
LaSalle St. Investment Advisors, LLC$710M AUM0.05%$320,4828.9KQ1 2026OLDER
Auxano Advisors, LLC$501M AUM0.04%$209,0126.8KQ3 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.04%$3M73.7KQ1 2026OLDER
Coppell Advisory Solutions LLC$170M AUM0.04%$375,74111.9KQ4 2025OLDER
Shepherd Financial Partners LLC$1.1B AUM0.04%$385,82410.7KQ1 2026OLDER
Waterloo Capital, L.P.$1.4B AUM0.03%$449,56112.4KQ1 2026OLDER
Compound Planning, Inc.$3.3B AUM0.03%$949,82726.3KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.03%$545,25315.1KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.03%$210,6105.8KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.03%$425,16011.8KQ1 2026OLDER
HCR Wealth Advisors$1.1B AUM0.03%$279,9308.1KQ2 2026
SHELTON CAPITAL MANAGEMENT$4.6B AUM0.02%$1M30.7KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$401,53313.0KQ3 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.02%$514,02414.2KQ1 2026OLDER
MONECO ADVISORS, LLC$1.3B AUM0.02%$270,8367.5KQ1 2026OLDER
CWM, LLC$38.1B AUM0.02%$8M212.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.02%$18M493.1KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.02%$71M1.95MQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$247,8446.9KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.02%$1M39.8KQ1 2026OLDER
SWF LLC$1.1B AUM0.02%$209,4895.8KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.02%$4M107.7KQ1 2026OLDER
Cornerstone Wealth Group, LLC$1.6B AUM0.02%$248,7876.9KQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.01%$308,32510.0KQ3 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M59.1KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$2M41.7KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$10M276.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$35M964.0KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$142,5114.6KQ3 2025OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$1M32.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$280,0427.7KQ1 2026OLDER
SCOTIA CAPITAL INC.$24.3B AUM0.01%$2M57.4KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$966,65226.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.01%$860,15823.8KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.01%$289,5949.3KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.01%$27M733.7KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.01%$399,85511.1KQ1 2026OLDER
JFS WEALTH ADVISORS, LLC$1.8B AUM0.01%$118,3923.3KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$344,73910.0KQ2 2026
Pathstone Holdings, LLC$25.1B AUM0.01%$2M42.4KQ1 2026OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.01%$340,6039.3KQ1 2026OLDER
Composition Wealth, LLC$7.3B AUM0.01%$413,59211.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M30.1KQ1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.00%$256,3197.1KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$24,446777Q4 2025OLDER
World Investment Advisors$6.2B AUM0.00%$258,5117.2KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$57,3831.6KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$2M62.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$974,95727.0KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$133,2493.7KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.00%$6,326175Q1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M44.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$170,8575.4KQ4 2025OLDER
Atria Investments, Inc$8.9B AUM0.00%$265,6307.3KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$32M888.1KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.00%$332,30110.6KQ1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$28,127778Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$137,5513.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$21,690600Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$30M957.9KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$1M39.5KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$995,73727.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$7M186.9KQ2 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$5M137.9KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$911,88625.2KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$216,9006.0KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$721,55520.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4M119.5KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$445,39012.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M91.5KQ1 2026OLDER
Cheviot Value Management, LLC$996M AUM0.00%$4,013111Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$28,773796Q1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$2,85679Q1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$559,48418.1KQ3 2025OLDER
Mosley Wealth Management$221M AUM0.00%$58719Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$141,0693.9KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$14,143458Q3 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$116,0773.2KQ1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$12,665350Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$3M76.7KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$44,2181.4KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$405,85611.2KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,25490Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$71,2522.0KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$14,460400Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$10,701296Q1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$1,95254Q2 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$265,7027.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$70,2532.0KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$4,121114Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$9,254256Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$2,00765Q3 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$5,063161Q4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$5,567177Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3349Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$722Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$361Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.