SSGA ACTIVE TR
CUSIP 78470P788
Ssga Active Tr has 16 institutional holders in Filings Flow’s 13F database, together reporting 1.11M shares worth $28M as of Q1 2026. The largest reported holders are Heartwood Wealth Advisors LLC, Lido Advisors, LLC, and Exchange Capital Management, Inc..
Institutional Holders
16
Q1 2026
Reported Value
$28M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Heartwood Wealth Advisors LLC$1.1B AUM | 0.85% | $10M | 393.5K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.80% | $5M | 213.5K | Q2 2025OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.33% | $791,733 | 31.6K | Q3 2025OLDER |
| Global Financial Private Client, LLC$306M AUM | 0.23% | $710,936 | 28.6K | Q1 2026 |
| L2 Asset Management, LLC$1.1B AUM | 0.16% | $2M | 67.8K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.09% | $202,097 | 8.1K | Q3 2025OLDER |
| Integrity Wealth Solutions LLC$255M AUM | 0.08% | $204,994 | 8.2K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.02% | $308,635 | 12.4K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 132.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.02% | $6M | 246.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $494,684 | 20.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $419,192 | 16.9K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $251,431 | 10.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 60.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 48.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $22,415 | 901 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $878,588 | 35.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $635,755 | 25.6K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $13,683 | 550 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5,720 | 228 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.