SEC 13F Intelligence

SSGA ACTIVE TR

CUSIP 78470P705

Ssga Active Tr has 22 institutional holders in Filings Flow’s 13F database, together reporting 756.7K shares worth $19M as of Q1 2026. The largest reported holders are Cwm, LLC, Ae Wealth Management LLC, and Jane Street Group, LLC.

Institutional Holders
22
Q1 2026
Reported Value
$19M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q2 ’21: 6Q2 ’21Q4 ’21: 6Q4 ’21Q4 ’22: 12Q4 ’22Q4 ’25: 22Q4 ’25Q1 ’26: 22Q1 ’26filingsflow.com
Total reported value
Q2 ’21: $20MQ2 ’21Q4 ’21: $19MQ4 ’21Q4 ’22: $5MQ4 ’22Q4 ’25: $16MQ4 ’25Q1 ’26: $19MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Pineridge Advisors LLC$350M AUM0.49%$2M63.3KQ3 2025OLDER
Landmark Wealth Management, LLC$373M AUM0.41%$2M56.6KQ1 2026
Beta Wealth Group, Inc.$242M AUM0.38%$1M38.3KQ2 2025OLDER
PATTEN & PATTEN INC/TN$1.7B AUM0.15%$3M92.8KQ1 2026
Marshall Financial Group, LLC$625M AUM0.06%$347,35712.8KQ1 2026
AE Wealth Management LLC$18.5B AUM0.02%$3M113.2KQ1 2026
Key FInancial Inc$562M AUM0.01%$82,1273.0KQ1 2026
CWM, LLC$38.1B AUM0.01%$4M134.2KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.01%$989,64536.5KQ1 2026
PRIVATE TRUST CO NA$1.1B AUM0.00%$13,579500Q1 2026
Sanctuary Advisors, LLC$18.5B AUM0.00%$219,7848.1KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$388,14914.3KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$271,95310.0KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M95.6KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M62.0KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$145,1715.3KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$957,62335.3KQ1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$436,10216.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$903,69933.3KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$300,82611.1KQ1 2026
MAI Capital Management$17.7B AUM0.00%$11,787434Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$518,99019.2KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$27,000986Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$68,4322.5KQ1 2026
UBS Group AG$666.3B AUM0.00%$271Q3 2025OLDER

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