SSGA ACTIVE TR
CUSIP 78470P200
Ssga Active Tr has 67 institutional holders in Filings Flow’s 13F database, together reporting 5.31M shares worth $248M as of Q1 2026. The largest reported holders are Foundations Investment Advisors, LLC, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
67
Q1 2026
Reported Value
$248M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Spinnaker Investment Group, LLC$491M AUM | 5.22% | $26M | 543.5K | Q1 2026OLDER |
| Hofer & Associates. Inc$186M AUM | 3.89% | $7M | 153.8K | Q1 2026OLDER |
| Saiph Capital, LLC$264M AUM | 2.62% | $7M | 146.8K | Q1 2026OLDER |
| Arrowroot Family Office, LLC$302M AUM | 1.03% | $3M | 66.4K | Q1 2026OLDER |
| PARAGON CAPITAL MANAGEMENT INC$118M AUM | 0.85% | $1M | 21.4K | Q1 2026OLDER |
| Great Lakes Retirement, Inc.$967M AUM | 0.48% | $5M | 98.8K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.43% | $35M | 740.5K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.37% | $1M | 26.2K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.34% | $3M | 60.4K | Q2 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.27% | $1M | 26.2K | Q4 2025OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.23% | $1M | 23.2K | Q4 2025OLDER |
| Journey Advisory Group, LLC$1.2B AUM | 0.23% | $3M | 56.1K | Q1 2026OLDER |
| Smith Partners Wealth Management, LLC$112M AUM | 0.22% | $249,365 | 5.3K | Q1 2026OLDER |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.10% | $228,099 | 4.8K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.09% | $1M | 23.0K | Q1 2026OLDER |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.08% | $706,950 | 15.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $308,153 | 6.6K | Q1 2026OLDER |
| Proficio Capital Partners LLC$1.9B AUM | 0.04% | $835,474 | 17.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.04% | $346,877 | 7.4K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.04% | $1M | 28.5K | Q2 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.04% | $699,707 | 14.8K | Q1 2026OLDER |
| Financial Strategies Group, Inc.$598M AUM | 0.04% | $226,420 | 4.8K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.03% | $2M | 36.3K | Q2 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.03% | $218,464 | 4.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $552,509 | 11.7K | Q3 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $657,693 | 14.0K | Q1 2026OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.02% | $670,955 | 14.2K | Q1 2026OLDER |
| Pacific Center for Financial Services$394M AUM | 0.02% | $81,060 | 1.7K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.02% | $241,164 | 5.1K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.02% | $3M | 72.0K | Q1 2026OLDER |
| New Millennium Group LLC$231M AUM | 0.02% | $37,871 | 801 | Q4 2025OLDER |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.02% | $265,059 | 5.6K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 28.6K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $271,007 | 5.8K | Q2 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $214,300 | 4.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $28M | 591.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $28M | 602.1K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $195,775 | 4.2K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $113,082 | 2.4K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.01% | $210,558 | 4.5K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $260,040 | 5.5K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $18,381 | 390 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $61,128 | 1.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 51.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $690,707 | 14.7K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 34.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $33M | 690.7K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $13M | 276.9K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $28,557 | 604 | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.00% | $5,023 | 106 | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $966,608 | 20.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 30.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $202,606 | 4.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $19M | 405.8K | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.00% | $3,877 | 82 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 125.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $838,842 | 17.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $629,561 | 13.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $18,852 | 400 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 33.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 54.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $224,560 | 4.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 35.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $109,546 | 2.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $2,451 | 52 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,121 | 45 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $731,269 | 15.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $14,139 | 300 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $79,131 | 1.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $26,264 | 556 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $2,128 | 45 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $660 | 14 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $94 | 2 | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,113 | 87 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $29 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.