SEC 13F Intelligence

SSGA ACTIVE TR

CUSIP 78470P812

Ssga Active Tr has 17 institutional holders in Filings Flow’s 13F database, together reporting 945.9K shares worth $24M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Lido Advisors, LLC, and Gradient Investments LLC.

Institutional Holders
17
Q1 2026
Reported Value
$24M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 15Q4 ’25Q1 ’26: 17Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $22MQ4 ’25Q1 ’26: $24MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Hobbs Group Advisors, LLC$334M AUM0.34%$1M45.9KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.29%$759,86730.4KQ1 2026OLDER
MARATHON CAPITAL MANAGEMENT$445M AUM0.17%$775,92131.0KQ1 2026OLDER
L2 Asset Management, LLC$1.1B AUM0.16%$2M67.7KQ1 2026OLDER
WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM0.08%$1M54.9KQ1 2026OLDER
Oldfather Financial Services, LLC$336M AUM0.07%$250,40810.0KQ4 2025OLDER
Global Financial Private Client, LLC$306M AUM0.07%$201,0978.0KQ1 2026OLDER
OFS Enterprise LLC$392M AUM0.06%$249,90010.0KQ2 2026
Gradient Investments LLC$7.2B AUM0.03%$2M99.8KQ2 2026
BEACON FINANCIAL GROUP$1.0B AUM0.02%$220,8018.8KQ3 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.02%$442,84317.7KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M95.5KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.01%$3M127.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$7M263.6KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$355,12314.2KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M52.6KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$489,91719.6KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$529,34221.2KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$348,01913.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2,761110Q3 2025OLDER

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