SEC 13F Intelligence

SSGA ACTIVE TR

CUSIP 78470P671

Ssga Active Tr has 6 institutional holders in Filings Flow’s 13F database, together reporting 421.3K shares worth $10M as of Q1 2026. The largest reported holders are Heartwood Wealth Advisors LLC, Lido Advisors, LLC, and Exchange Capital Management, Inc..

Institutional Holders
6
Q1 2026
Reported Value
$10M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 5Q4 ’25Q1 ’26: 6Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $9MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Heartwood Wealth Advisors LLC$1.1B AUM0.64%$7M294.9KQ1 2026
Exchange Capital Management, Inc.$670M AUM0.12%$775,11031.7KQ2 2025OLDER
Global Financial Private Client, LLC$306M AUM0.07%$225,9549.1KQ1 2026
HighPoint Advisor Group LLC$2.4B AUM0.02%$388,21215.7KQ1 2026
Lido Advisors, LLC$32.7B AUM0.01%$2M75.6KQ1 2026
COMERICA BANK$25.1B AUM0.00%$149,2946.0KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$172,3307.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$611,74324.7KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$469,37819.0KQ1 2026

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