SEC 13F Intelligence

SSGA ACTIVE TR

CUSIP 78470P689

Ssga Active Tr has 6 institutional holders in Filings Flow’s 13F database, together reporting 442.1K shares worth $11M as of Q1 2026. The largest reported holders are Heartwood Wealth Advisors LLC, Lido Advisors, LLC, and Osaic Holdings, Inc..

Institutional Holders
6
Q1 2026
Reported Value
$11M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’24: 2Q3 ’24Q4 ’24: 3Q4 ’24Q1 ’25: 5Q1 ’25Q2 ’25: 5Q2 ’25Q3 ’25: 5Q3 ’25Q4 ’25: 5Q4 ’25Q1 ’26: 6Q1 ’26filingsflow.com
Total reported value
Q3 ’24: $5MQ3 ’24Q4 ’24: $4MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Heartwood Wealth Advisors LLC$1.1B AUM0.61%$7M286.0KQ1 2026
Exchange Capital Management, Inc.$670M AUM0.09%$589,99024.2KQ2 2025OLDER
Lido Advisors, LLC$32.7B AUM0.01%$2M68.9KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1M48.6KQ1 2026
COMERICA BANK$25.1B AUM0.00%$148,2376.0KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$173,0517.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$577,96223.5KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$200,7818.2KQ1 2026

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