SSGA ACTIVE TR
CUSIP 78470P622
Ssga Active Tr has 23 institutional holders in Filings Flow’s 13F database, together reporting 32.13M shares worth $810M as of Q1 2026. The largest reported holders are Texas Permanent School Fund Corp, Gradient Investments LLC, and Impact Partnership Wealth, LLC.
Institutional Holders
23
Q1 2026
Reported Value
$810M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP$2.7B AUM | 27.55% | $743M | 29.46M | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 4.32% | $12M | 476.0K | Q3 2025OLDER |
| Impact Partnership Wealth, LLC$810M AUM | 3.39% | $23M | 894.0K | Q3 2025OLDER |
| Reflection Asset Management$141M AUM | 1.88% | $3M | 104.2K | Q1 2026OLDER |
| Clarity Retirement & Wealth, LLC$124M AUM | 0.96% | $1M | 42.9K | Q4 2025OLDER |
| Auour Investments LLC$318M AUM | 0.76% | $2M | 95.9K | Q1 2026OLDER |
| Paladin Wealth, LLC$172M AUM | 0.63% | $1M | 42.9K | Q2 2026 |
| Mattson Financial Services, LLC$419M AUM | 0.59% | $2M | 98.1K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.57% | $8M | 330.9K | Q1 2026OLDER |
| Brown Financial Advisors$264M AUM | 0.57% | $1M | 59.4K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 0.41% | $985,024 | 39.0K | Q1 2026OLDER |
| Gradient Investments LLC$7.2B AUM | 0.36% | $26M | 1.03M | Q2 2026 |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.34% | $354,382 | 13.8K | Q4 2025OLDER |
| Apollo Management Holdings, L.P.$7.6B AUM | 0.26% | $20M | 790.0K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.22% | $462,981 | 18.1K | Q3 2025OLDER |
| SMART Wealth LLC$341M AUM | 0.22% | $734,430 | 29.1K | Q1 2026OLDER |
| Wealth Preservation Advisors, LLC$120M AUM | 0.18% | $217,800 | 8.6K | Q1 2026OLDER |
| Wealth Management Nebraska$987M AUM | 0.17% | $2M | 68.2K | Q1 2026OLDER |
| McMill Wealth Management$376M AUM | 0.13% | $447,988 | 17.6K | Q4 2025OLDER |
| Zullo Investment Group, Inc.$264M AUM | 0.09% | $228,293 | 9.1K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.08% | $222,845 | 8.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $275,149 | 10.9K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $42,341 | 1.7K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $5M | 182.6K | Q3 2025OLDER |
| Crews Bank & Trust$766M AUM | 0.01% | $42,798 | 1.7K | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $443,066 | 17.6K | Q1 2026OLDER |
| Byrne Asset Management LLC$185M AUM | 0.00% | $2,518 | 100 | Q2 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $26,229 | 1.0K | Q4 2025OLDER |
| Wealth Watch Advisors, INC$239M AUM | 0.00% | $1,423 | 56 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 130.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 197.9K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $727,835 | 28.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $2,694 | 107 | Q2 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $588,190 | 23.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3,027 | 120 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 183 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.