SSGA ACTIVE TR
CUSIP 78470P820
Ssga Active Tr has 3 institutional holders in Filings Flow’s 13F database, together reporting 1.59M shares worth $40M as of Q1 2026. The largest reported holders are Motley Fool Wealth Management, LLC, Lpl Financial LLC, and Mccarthy & Cox.
Institutional Holders
22
Q1 2026
Reported Value
$40M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Motley Fool Wealth Management, LLC$884M AUM | 1.75% | $15M | 616.7K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.57% | $2M | 75.9K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.31% | $4M | 172.4K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.28% | $398,688 | 15.9K | Q1 2026OLDER |
| Fourth Dimension Wealth, LLC$264M AUM | 0.27% | $698,614 | 27.8K | Q3 2025OLDER |
| MARATHON CAPITAL MANAGEMENT$445M AUM | 0.11% | $490,752 | 19.6K | Q1 2026OLDER |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.07% | $1M | 45.8K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.06% | $647,383 | 25.8K | Q2 2026 |
| Gradient Investments LLC$7.2B AUM | 0.03% | $3M | 99.8K | Q2 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.02% | $430,846 | 17.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 86.5K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $3M | 114.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 219.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $96,587 | 3.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 43.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $13,721 | 546 | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $676 | 27 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $405,415 | 16.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $295,579 | 11.8K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $269,892 | 10.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $5,938 | 237 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $3,934 | 157 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $37,282 | 1.5K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,004 | 80 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3,332 | 133 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.