SSGA ACTIVE TR
CUSIP 78470P804
Ssga Active Tr has 10 institutional holders in Filings Flow’s 13F database, together reporting 1.76M shares worth $45M as of Q1 2026. The largest reported holders are Marshall Financial Group, LLC, Hedeker Wealth, LLC, and Atlas Private Wealth Advisors.
Institutional Holders
10
Q1 2026
Reported Value
$45M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Marshall Financial Group, LLC$625M AUM | 4.23% | $26M | 1.03M | Q1 2026 |
| Hedeker Wealth, LLC$474M AUM | 2.10% | $10M | 387.7K | Q1 2026 |
| Atlas Private Wealth Advisors$425M AUM | 1.10% | $5M | 183.1K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.12% | $361,156 | 14.1K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.11% | $1M | 40.9K | Q4 2025OLDER |
| Global Assets Advisory, LLC$349M AUM | 0.03% | $112,911 | 4.5K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $252,296 | 9.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $942,303 | 36.8K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 56.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $558,590 | 21.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $281,469 | 11.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $847,146 | 32.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $11,899 | 457 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.