SSGA ACTIVE TR
CUSIP 78470P507
Ssga Active Tr has 80 institutional holders in Filings Flow’s 13F database, together reporting 18.09M shares worth $439M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Portfolio Solutions, Inc., and Envestnet Asset Management Inc.
Institutional Holders
80
Q1 2026
Reported Value
$439M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Hibernia Wealth Partners, LLC$338M AUM | 5.77% | $20M | 759.1K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 5.20% | $23M | 896.6K | Q1 2026OLDER |
| Raleigh Capital Management Inc.$290M AUM | 4.61% | $13M | 519.0K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 3.71% | $10M | 382.7K | Q1 2026OLDER |
| International Private Wealth Advisors LLC$163M AUM | 1.33% | $2M | 84.8K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 0.86% | $12M | 448.8K | Q4 2025OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.78% | $936,439 | 36.4K | Q2 2026 |
| True Vision MN LLC$194M AUM | 0.60% | $1M | 45.4K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.60% | $2M | 92.5K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.53% | $96M | 3.72M | Q1 2026OLDER |
| Valtinson Bruner Financial Planning LLC$364M AUM | 0.41% | $2M | 58.4K | Q1 2026OLDER |
| Balboa Wealth Partners$596M AUM | 0.39% | $2M | 90.4K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$332M AUM | 0.35% | $1M | 39.1K | Q1 2026OLDER |
| Integrity Wealth Partners, LLC$111M AUM | 0.34% | $382,997 | 14.9K | Q1 2026OLDER |
| FSA Advisors, Inc.$152M AUM | 0.29% | $436,102 | 17.0K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.26% | $4M | 146.3K | Q1 2026OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.25% | $753,982 | 29.3K | Q1 2026OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.23% | $817,345 | 32.0K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.18% | $364,346 | 14.1K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.15% | $5M | 178.6K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.14% | $226,662 | 8.8K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.13% | $402,442 | 15.6K | Q1 2026OLDER |
| Outlook Wealth Advisors, LLC$413M AUM | 0.12% | $490,043 | 19.1K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.10% | $238,476 | 9.3K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.10% | $584,204 | 22.8K | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.08% | $22M | 851.5K | Q2 2026 |
| Empirical Asset Management, LLC$379M AUM | 0.08% | $289,526 | 11.3K | Q1 2026OLDER |
| Kelly Financial Services LLC$467M AUM | 0.07% | $326,700 | 12.7K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.06% | $3M | 100.4K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.06% | $277,210 | 10.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 121.4K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.05% | $416,149 | 16.2K | Q1 2026OLDER |
| Richard W. Paul & Associates, LLC$297M AUM | 0.05% | $139,582 | 5.4K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.05% | $1M | 53.2K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.05% | $222,607 | 8.7K | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.04% | $215,611 | 8.4K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.04% | $59,748 | 2.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.04% | $2M | 94.7K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.03% | $548,222 | 21.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $892,939 | 34.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $112M | 4.36M | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $16M | 619.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $75M | 2.92M | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.02% | $75,102 | 2.9K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $3M | 133.9K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.02% | $279,911 | 10.9K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 0.01% | $311,182 | 12.0K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 427.0K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 140.1K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $612,964 | 23.8K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 59.0K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $7,947 | 309 | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.01% | $9,446 | 367 | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $446,112 | 17.3K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $463,389 | 17.8K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $386,470 | 15.0K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $32,999 | 1.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $214,556 | 8.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $63,925 | 2.5K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $49,555 | 1.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $94,753 | 3.7K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $351,011 | 13.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,852 | 72 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 160.6K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $4,175 | 162 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $4,175 | 162 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $1,604 | 62 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $138,144 | 5.3K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $139,551 | 5.4K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $47,492 | 1.9K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $1,948 | 76 | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $1,672 | 65 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $44,450 | 1.7K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $4,405 | 170 | Q4 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $309 | 12 | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.00% | $301 | 12 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $40,895 | 1.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $600,205 | 23.2K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $15,818 | 615 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $29,346 | 1.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $318,027 | 12.2K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $389,668 | 15.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $80,347 | 3.1K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $86,254 | 3.3K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,286 | 50 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.