Vault-13

SSGA ACTIVE ETF TR RLY

MULT ASS RLRTN · ETP · CUSIP 78467V103

152 institutional holders +23 vs Q4 2025
22,766,07822.8m shares reported held*
$822.3mreported value*
32 new 65 added 37 reduced 4 sold out net bought ≈ $163.6m (+4.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.12.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 90Q4 22: 110Q1 23: 102Q2 23: 100Q3 23: 96Q4 23: 92Q1 24: 100Q2 24: 103Q3 24: 99Q4 24: 116Q1 25: 110Q2 25: 118Q3 25: 124Q4 25: 129Q1 26: 152152Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202290
Q4 2022110
Q1 2023102
Q2 2023100
Q3 202396
Q4 202392
Q1 2024100
Q2 2024103
Q3 202499
Q4 2024116
Q1 2025110
Q2 2025118
Q3 2025124
Q4 2025129
Q1 2026152

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 54 bought or addedQ2 24: 46 cut or sold outQ3 24: 55 bought or addedQ3 24: 46 cut or sold outQ3 24Q4 24: 67 bought or addedQ4 24: 42 cut or sold outQ1 25: 56 bought or addedQ1 25: 51 cut or sold outQ1 25Q2 25: 64 bought or addedQ2 25: 46 cut or sold outQ3 25: 73 bought or addedQ3 25: 42 cut or sold outQ3 25Q4 25: 86 bought or addedQ4 25: 39 cut or sold outQ1 26: 97 bought or addedQ1 26: 41 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245446
Q3 20245546
Q4 20246742
Q1 20255651
Q2 20256446
Q3 20257342
Q4 20258639
Q1 20269741

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +560,428+560.4k
SENTINEL PENSION ADVISORS, LLC New +519,210+519.2k
Johnson Bixby & Associates, LLC Added +474,430+474.4k
First National Advisers, LLC New +421,698+421.7k
ENVESTNET ASSET MANAGEMENT INC Added +400,529+400.5k
Savant Capital, LLC Added +374,757+374.8k
LPL Financial LLC Added +290,388+290.4k
CWM, LLC Added +212,108+212.1k
Private Wealth Asset Management, LLC Added +166,111+166.1k
Belpointe Asset Management LLC New +154,244+154.2k

Biggest sellers

HighTower Advisors, LLC Reduced -154,747-154.7k
Trilogy Capital Inc. Reduced -60,406-60.4k
Atria Investments, Inc Reduced -53,925-53.9k
JANE STREET GROUP, LLC Reduced -34,423-34.4k
WELLS FARGO & COMPANY/MN Reduced -30,903-30.9k
IFG Advisory, LLC Sold out -27,674-27.7k
Summit Financial, LLC Reduced -22,068-22.1k
Intrua Financial, LLC Reduced -12,373-12.4k
Coppell Advisory Solutions LLC Sold out -11,868-11.9k
Matrix Trust Co Sold out -10,287-10.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First National Advisers, LLC 13G · institution new · filed 2026-09-08 8.6% new 3.2m≈ $109.4m 2026-09-08

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HANTZ FINANCIAL SERVICES, INC. 1.09% of their portfolio SOUTHFIELD, MI 1,981,9592.0m $71.6m $71.6m 1.09% Added +124.7k +124,682
2 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,954,2352.0m $70.6m $70.6m 0.02% Added +400.5k +400,529
3 D.A. DAVIDSON & CO. 0.34% of their portfolio GREAT FALLS, MT 1,540,5611.5m $55.7m $55.7m 0.34% Added +50.4k +50,427
4 TOBIAS FINANCIAL ADVISORS, INC. 5.39% of their portfolio Plantation, FL 1,071,0261.1m $38.7m $38.7m 5.39% Added +28.0k +27,974
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 963,990964.0k $34.8m $34.8m 0.01% Added +560.4k +560,428
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 948,989949.0k $34.3m $34.3m 0.00% Reduced -8.9k -8,931
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 888,051888.1k $32.1m $32.1m 0.00% Added +58.7k +58,681
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 733,726733.7k $26.5m $26.5m 0.01% Added +290.4k +290,388
9 Capital Analysts, LLC 0.66% of their portfolio FORT WASHINGTON, PA 696,907696.9k $25.2m $25.2m 0.66% Reduced -9.4k -9,395
10 Savant Capital, LLC 0.12% of their portfolio ROCKFORD, IL 685,196685.2k $24.8m $24.8m 0.12% Added +374.8k +374,757
11 Wealth Enhancement Trust Services, Inc. 2.72% of their portfolio SIOUX FALLS, SD 621,024621.0k $22.5m $22.5m 2.72% Added +22.1k +22,121
12 SENTINEL PENSION ADVISORS, LLC 2.77% of their portfolio WAKEFIELD, MA 519,210519.2k $18.8m $18.8m 2.77% New
13 New England Capital Financial Advisors LLC 4.92% of their portfolio MERIDEN, CT 496,657496.7k $18.0m $18.0m 4.92% Added +2.5k +2,506
14 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 493,089493.1k $17.8m $17.8m 0.02% Reduced -154.7k -154,747
15 Johnson Bixby & Associates, LLC 2.21% of their portfolio VANCOUVER, WA 492,437492.4k $17.8m $17.8m 2.21% Added +474.4k +474,430
16 First National Advisers, LLC 2.23% of their portfolio OMAHA, NE 421,698421.7k $15.2m $15.2m 2.23% New
17 Smartleaf Asset Management LLC 0.52% of their portfolio BOSTON, MA 400,187400.2k $14.4m $14.4m 0.52% Added +92.0k +91,954
18 EARNED WEALTH ADVISORS, LLC 0.92% of their portfolio WALNUT CREEK, CA 381,977382.0k $13.8m $13.8m 0.92% Added +11.7k +11,733
19 Eldridge Investment Advisors, Inc. 3.02% of their portfolio MANCHESTER, NH 381,530381.5k $13.8m $13.8m 3.02% Added +14.4k +14,359
20 Private Wealth Asset Management, LLC 1.42% of their portfolio OMAHA, NE 366,347366.3k $13.2m $13.2m 1.42% Added +166.1k +166,111
21 Trilogy Capital Inc. 0.56% of their portfolio IRVINE, CA 348,992349.0k $12.6m $12.6m 0.56% Reduced -60.4k -60,406
22 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 343,290343.3k $12.4m $12.4m 0.02% Added +9.2k +9,239
23 Freedom Financial Partners LLC 4.35% of their portfolio OAKDALE, MN 338,201338.2k $12.2m $12.2m 4.35% Added +9.5k +9,477
24 First Heartland Consultants, Inc. 0.82% of their portfolio LAKE ST. LOUIS, MO 297,480297.5k $10.8m $10.8m 0.82% Reduced -7.8k -7,796
25 Curi Capital, LLC 0.19% of their portfolio CHICAGO, IL 295,578295.6k $10.7m $10.7m 0.19% Added +13.3k +13,324
26 Harbor Group, Inc. 1.52% of their portfolio BEDFORD, NH 291,378291.4k $10.5m $10.5m 1.52% Reduced -2.3k -2,349
27 Tilson Financial Group, Inc. 3.11% of their portfolio NEW PROVIDENCE, NJ 286,777286.8k $10.4m $10.4m 3.11% Added +8.6k +8,611
28 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 276,863276.9k $10.0m $10.0m 0.01% Reduced -8.3k -8,287
29 RFG - Bristol Wealth Advisors, LLC 2.67% of their portfolio TAUNTON, MA 273,270273.3k $9.9m $9.9m 2.67% Added +30.5k +30,536
30 PRIVATE CLIENT SERVICES, LLC 2.42% of their portfolio LOUISVILLE, KY 223,763223.8k $8.1m $8.1m 2.42% Added +4.7k +4,733
31 CWM, LLC 0.02% of their portfolio OMAHA, NE 212,121212.1k $7.7m $7.7m 0.02% Added +212.1k +212,108
32 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 186,865186.9k $6.8m $6.8m 0.00% Reduced -30.9k -30,903
33 Belpointe Asset Management LLC 0.20% of their portfolio RENO, NV 154,244154.2k $5.6m $5.6m 0.20% New
34 Fortis Capital Advisors, LLC 0.73% of their portfolio PRAIRIE VILLAGE, KS 154,244154.2k $5.6m $5.6m 0.73% New
35 CATALYST FINANCIAL PARTNERS LLC 0.61% of their portfolio BOSTON, MA 142,473142.5k $5.2m $5.2m 0.61% Added +30.5k +30,548
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 137,879137.9k $5.0m $5.0m 0.00% Added +29.2k +29,172
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 119,528119.5k $4.3m $4.3m 0.00% Added +19.0k +18,951
38 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 107,736107.7k $3.9m $3.9m 0.02% Added +55.4k +55,436
39 Geneos Wealth Management Inc. 0.09% of their portfolio ENGLEWOOD, CO 101,610101.6k $3.7m $3.7m 0.09% Reduced -4.0k -4,010
40 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 91,53591.5k $3.3m $3.3m 0.00% Added +77.7k +77,681
41 MBE Wealth Management, LLC 1.33% of their portfolio TOMAH, WI 88,26088.3k $3.2m $3.2m 1.33% Reduced -1.1k -1,119
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 76,67476.7k $2.8m $2.8m 0.00% Added +73.9k +73,912
43 KWB Wealth 0.23% of their portfolio REDLANDS, CA 75,30375.3k $2.4m $2.4m 0.23% Reduced -459 -459
44 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 73,71373.7k $2.7m $2.7m 0.04% Reduced -3.0k -2,956
45 United Advisor Group, LLC 0.31% of their portfolio CINCINNATI, OH 68,79868.8k $2.5m $2.5m 0.31% Added +7.1k +7,084
46 Regal Investment Advisors LLC 0.14% of their portfolio KENTWOOD, MI 68,01268.0k $2.5m $2.5m 0.14% Reduced -6.3k -6,255
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 62,20462.2k $2.2m $2.2m 0.00% Added +3.9k +3,945
48 Coastal Bridge Advisors, LLC 0.16% of their portfolio WESTPORT, CT 60,62360.6k $2.2m $2.2m 0.16% Added +8.7k +8,707
49 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 59,12959.1k $2.1m $2.1m 0.01% Added +4.2k +4,217
50 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 57,38857.4k $2.1m $2.1m 0.01% Added +10.4k +10,409
51 Illumine Investment Management, LLC 1.53% of their portfolio POULSBO, WA 55,18755.2k $2.0m $2.0m 1.53% Added +962 +962
52 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.29% of their portfolio BETHLEHEM, PA 51,54951.5k $1.9m $1.9m 0.29% Reduced -2.3k -2,337
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 51,08051.1k $1.8m $1.8m 0.00% Added +986 +986
54 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 48,04948.0k $1.7m $1.7m 0.00% New
55 Brooklyn Investment Group 0.05% of their portfolio NEW YORK, NY 47,78047.8k $1.7m $1.7m 0.05% Added +3.6k +3,558
56 Register Financial Advisors LLC 0.64% of their portfolio ATLANTA, GA 47,58647.6k $1.7m $1.7m 0.64% Added +1.7k +1,712
57 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.74% of their portfolio CLARKSDALE, MS 47,28247.3k $1.7m $1.7m 0.74% Added +10.0k +10,041
58 HORAN Wealth, LLC 0.13% of their portfolio CINCINNATI, OH 45,03045.0k $1.4m $1.4m 0.13% Unchanged
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 44,25744.3k $1.6m $1.6m 0.00% Reduced -947 -947
60 Larson Financial Group LLC 0.05% of their portfolio ST LOUIS, MO 44,07044.1k $1.6m $1.6m 0.05% Reduced -1.8k -1,781
61 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 42,42342.4k $1.5m $1.5m 0.01% New
62 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 41,67141.7k $1.5m $1.5m 0.01% Added +27.7k +27,697
63 Twelve Points Wealth Management LLC 0.32% of their portfolio CONCORD, MA 40,50240.5k $1.5m $1.5m 0.32% Added +1.4k +1,413
64 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 39,79439.8k $1.4m $1.4m 0.02% Reduced -22.1k -22,068
65 Independent Family Office, LLC 0.59% of their portfolio ALBANY, NY 39,61139.6k $1.4m $1.4m 0.59% Unchanged
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,45839.5k $1.4m $1.4m 0.00% Added +5.7k +5,714
67 Intrua Financial, LLC 0.15% of their portfolio Houston, TX 38,27338.3k $1.4m $1.4m 0.15% Reduced -12.4k -12,373
68 XML Financial, LLC 0.11% of their portfolio BETHESDA, MD 36,27736.3k $1.3m $1.3m 0.11% Added +8.4k +8,391
69 Elevation Capital Advisory, LLC 0.50% of their portfolio BEND, OR 32,56532.6k $1.2m $1.2m 0.50% Added +19.8k +19,802
70 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 32,22632.2k $1.2m $1.2m 0.01% Added +22.8k +22,802
71 Aviance Capital Partners, LLC 0.13% of their portfolio NAPLES, FL 31,39431.4k $1.1m $1.1m 0.13% Reduced -44 -44
72 SHELTON CAPITAL MANAGEMENT 0.02% of their portfolio Denver, CO 30,66830.7k $1.1m $1.1m 0.02% New
73 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 30,07330.1k $1.1m $1.1m 0.01% New
74 WIN ADVISORS, INC 0.46% of their portfolio PALM BEACH GARDENS, FL 27,72227.7k $1.0m $1.0m 0.46% New
75 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,53927.5k $995.7k $995.7k 0.00% Reduced -192 -192
76 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 26,97027.0k $975.0k $975.0k 0.00% Reduced -429 -429
77 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 26,74026.7k $966.7k $966.7k 0.01% Reduced -2.9k -2,933
78 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 26,27526.3k $949.8k $949.8k 0.03% New
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,22525.2k $911.9k $911.9k 0.00% Added +11.2k +11,194
80 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 23,82723.8k $860.2k $860.2k 0.01% Added +2.7k +2,744
81 ECLECTIC ASSOCIATES INC /ADV 0.11% of their portfolio FULLERTON, CA 22,04222.0k $796.8k $796.8k 0.11% Added +4.6k +4,629
82 Fermata Advisors, LLC 0.18% of their portfolio SONOMA, CA 21,87621.9k $790.8k $790.8k 0.18% Added +3.1k +3,051
83 Betterment LLC 0.00% of their portfolio NEW YORK, NY 21,76621.8k $787.0k $787.0k 0.00% Added +3.4k +3,426
84 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,96020.0k $721.6k $721.6k 0.00% Reduced -2.6k -2,552
85 Veracity Capital LLC 0.25% of their portfolio Atlanta, GA 19,67019.7k $711.1k $711.1k 0.25% Reduced -16 -16
86 Crusonia Wealth Advisors LLC 0.14% of their portfolio DENVER, CO 19,37019.4k $700.2k $700.2k 0.14% New
87 Legacy Financial Group LLC 0.09% of their portfolio DES MOINES, IA 18,76618.8k $678.4k $678.4k 0.09% Reduced -268 -268
88 Keystone Financial Group 0.05% of their portfolio LEXINGTON, KY 18,55818.6k $670.9k $670.9k 0.05% Reduced -199 -199
89 XY Planning Network, Inc. 0.10% of their portfolio BOZEMAN, MT 17,71017.7k $639.3k $639.3k 0.10% Unchanged
90 Pasadena Private Wealth, LLC 0.08% of their portfolio PASADENA, CA 15,78615.8k $570.7k $570.7k 0.08% Added +1.0k +1,048
91 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 15,08315.1k $545.3k $545.3k 0.03% Added +782 +782
92 PRAIRIEVIEW WEALTH PARTNERS, LLC 0.42% of their portfolio FRANKFORT, IL 14,27614.3k $516.1k $516.1k 0.42% Reduced -171 -171
93 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 14,21914.2k $514.0k $514.0k 0.02% New
94 CITY NATIONAL BANK OF FLORIDA /MSD 0.28% of their portfolio CORAL GABLES, FL 13,00313.0k $470.1k $470.1k 0.28% Unchanged
95 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.08% of their portfolio CEDARBURG, WI 12,54912.5k $453.6k $453.6k 0.08% Reduced -1.8k -1,801
96 Waterloo Capital, L.P. 0.03% of their portfolio AUSTIN, TX 12,43612.4k $449.6k $449.6k 0.03% New
97 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,32112.3k $445.4k $445.4k 0.00% Added +3.8k +3,813
98 DAVIDSON TRUST CO 0.19% of their portfolio SEATTLE, WA 11,92911.9k $431.3k $431.3k 0.19% Added +274 +274
99 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 11,76111.8k $425.2k $425.2k 0.03% Reduced -1.2k -1,224
100 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 11,44111.4k $413.6k $413.6k 0.01% Reduced -505 -505