Vault-13

SSGA ACTIVE ETF TR ULST

ULT SHT TRM BD · ETP · CUSIP 78467V707

118 institutional holders +12 vs Q1 2026
7,497,1247.5m shares reported held*
$302.0mreported value*
18 new 37 added 39 reduced 7 sold out net bought ≈ $1.4m (+109.2k 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. Holder counts are more reliable. Implied quarter-end price ≈ $40.28.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 79Q4 22: 82Q1 23: 94Q2 23: 95Q3 23: 95Q4 23: 107Q1 24: 104Q2 24: 114Q3 24: 105Q4 24: 114Q1 25: 123Q2 25: 118Q3 25: 109Q4 25: 110Q1 26: 106Q2 26: 118118Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202279
Q4 202282
Q1 202394
Q2 202395
Q3 202395
Q4 2023107
Q1 2024104
Q2 2024114
Q3 2024105
Q4 2024114
Q1 2025123
Q2 2025118
Q3 2025109
Q4 2025110
Q1 2026106
Q2 2026118

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 41 bought or addedQ3 24: 60 cut or sold outQ4 24: 47 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 71 bought or addedQ1 25: 40 cut or sold outQ2 25: 62 bought or addedQ2 25: 49 cut or sold outQ2 25Q3 25: 51 bought or addedQ3 25: 58 cut or sold outQ4 25: 48 bought or addedQ4 25: 51 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 47 cut or sold outQ2 26: 55 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244160
Q4 20244754
Q1 20257140
Q2 20256249
Q3 20255158
Q4 20254851
Q1 20265147
Q2 20265546

Biggest buyers

Kraft, Davis & Associates, LLC New +104,871+104.9k
LPL Financial LLC Added +91,332+91.3k
BIP Wealth, LLC Added +76,924+76.9k
MORGAN STANLEY Added +74,220+74.2k
Focus Partners Wealth Added +54,602+54.6k
Coppell Advisory Solutions LLC New +49,579+49.6k
PTM WEALTH MANAGEMENT, LLC Added +43,742+43.7k
CITADEL ADVISORS LLC New +40,166+40.2k
Avestar Capital, LLC Added +38,718+38.7k
ORBA Wealth Advisors, L.L.C. Added +35,169+35.2k

Biggest sellers

IEQ CAPITAL, LLC Sold out -193,126-193.1k
Elevation Capital Advisory, LLC Sold out -178,670-178.7k
AQR CAPITAL MANAGEMENT LLC Reduced -101,644-101.6k
TRUE Private Wealth Advisors Sold out -34,406-34.4k
JPMORGAN CHASE & CO Reduced -33,624-33.6k
FLOW TRADERS U.S. LLC Reduced -15,492-15.5k
UBS Group AG Reduced -14,351-14.4k
TKG Advisors, LLC Reduced -12,254-12.3k
INDEPENDENT FINANCIAL GROUP, LLC Sold out -11,282-11.3k
G&S Capital LLC Reduced -11,224-11.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,384,7031.4m $56.0m $56.0m 0.01% Added +91.3k +91,332
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 767,227767.2k $31.0m $31.0m 0.00% Added +74.2k +74,220
3 BIP Wealth, LLC 0.76% of their portfolio ATLANTA, GA 665,102665.1k $26.9m $26.9m 0.76% Added +76.9k +76,924
4 Avestar Capital, LLC 1.50% of their portfolio New York, NY 628,720628.7k $25.4m $25.4m 1.50% Added +38.7k +38,718
5 PTM WEALTH MANAGEMENT, LLC 9.37% of their portfolio NORTH WALES, PA 515,263515.3k $20.8m $20.8m 9.37% Added +43.7k +43,742
6 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 357,933357.9k $14.5m $14.5m 0.01% Reduced -101.6k -101,644
7 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 273,073273.1k $11.0m $11.0m 0.00% Reduced -4.3k -4,339
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 272,455272.5k $11.0m $11.0m 0.00% Reduced -5.2k -5,195
9 Stablepoint Partners, LLC 1.24% of their portfolio BRAINTREE, MA 220,840220.8k $8.9m $8.9m 1.24% Added +5.1k +5,106
10 ORBA Wealth Advisors, L.L.C. 5.46% of their portfolio CHICAGO, IL 158,037158.0k $6.4m $6.4m 5.46% Added +35.2k +35,169
11 Norris Financial Group, LLC 1.98% of their portfolio GREENVILLE, SC 123,113123.1k $5.0m $5.0m 1.98% Added +16.8k +16,823
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 119,635119.6k $4.8m $4.8m 0.01% Reduced -1.6k -1,617
13 David Kennon Inc 1.42% of their portfolio SARASOTA, FL 106,107106.1k $4.3m $4.3m 1.42% Reduced -1.5k -1,483
14 Kraft, Davis & Associates, LLC 0.88% of their portfolio St. Louis, MO 104,871104.9k $4.2m $4.2m 0.88% New
15 WT Wealth Management 0.89% of their portfolio SCOTTSDALE, AZ 79,33179.3k $3.2m $3.2m 0.89% Added +7.8k +7,782
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 73,96374.0k $3.0m $3.0m 0.00% Reduced -14.4k -14,351
17 VERUS CAPITAL PARTNERS, LLC 0.16% of their portfolio SCOTTSDALE, AZ 72,33272.3k $2.9m $2.9m 0.16% Added +9.9k +9,900
18 BridgePort Financial Solutions, LLC 0.71% of their portfolio FAIRFIELD, IA 68,82968.8k $2.8m $2.8m 0.71% Reduced -7.5k -7,500
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 59,35059.4k $2.4m $2.4m 0.00% Reduced -1.2k -1,173
20 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 56,59656.6k $2.3m $2.3m 0.00% Added +54.6k +54,602
21 Cannon Wealth Management Services, LLC 1.19% of their portfolio WINSTON SALEM, NC 53,70953.7k $2.2m $2.2m 1.19% Added +3.9k +3,937
22 Elmwood Wealth Management, Inc. 0.50% of their portfolio BERKELEY, CA 49,84949.8k $2.0m $2.0m 0.50% Added +1.9k +1,883
23 Coppell Advisory Solutions LLC 0.08% of their portfolio COPPELL, TX 49,57949.6k $1.0m $1.0m 0.08% New
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 48,49248.5k $2.0m $2.0m 0.00% Reduced -3.3k -3,328
25 Barnes Wealth Management Group, Inc 0.89% of their portfolio Bakersfield, CA 47,68747.7k $1.9m $1.9m 0.89% Reduced -2.1k -2,149
26 Global View Capital Management LLC 0.38% of their portfolio WAUKESHA, WI 45,93145.9k $1.9m $1.9m 0.38% Added +1.1k +1,142
27 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 45,43245.4k $1.8m $1.8m 0.00% Reduced -1.8k -1,765
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 41,72041.7k $1.7m $1.7m 0.00% Added +861 +861
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,16640.2k $1.6m $1.6m 0.00% New
30 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 38,36438.4k $1.6m $1.6m 0.01% Added +12.2k +12,242
31 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 33,42033.4k $1.4m $1.4m 0.01% Added +2.0k +2,045
32 CGN Advisors LLC 0.10% of their portfolio MANHATTAN, KS 32,56232.6k $1.3m $1.3m 0.10% Added +1.4k +1,403
33 Authentikos Wealth Advisory, LLC 0.79% of their portfolio MORGAN HILL, CA 30,60230.6k $1.2m $1.2m 0.79% Reduced -3.4k -3,391
34 Fiduciary Trust Co 0.01% of their portfolio Boston, MA 28,84028.8k $1.2m $1.2m 0.01% Unchanged
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,29628.3k $1.1m $1.1m 0.00% Reduced -2.5k -2,453
36 Ameliora Wealth Management Ltd. 0.33% of their portfolio ZURICH, V8 27,76727.8k $1.1m $1.1m 0.33% Unchanged
37 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 26,67026.7k $1.1m $1.1m 0.01% Added +2.5k +2,478
38 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 24,70024.7k $998.5k $998.5k 0.00% Unchanged
39 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 23,62023.6k $954.8k $954.8k 0.01% Reduced -2.4k -2,399
40 COMPASS FINANCIAL MANAGEMENT LLC 0.11% of their portfolio TAMPA, FL 22,59422.6k $913.1k $913.1k 0.11% First filing
41 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,15422.2k $895.6k $895.6k 0.00% New
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 21,68521.7k $876.6k $876.6k 0.00% Added +1.3k +1,288
43 Crews Bank & Trust 0.11% of their portfolio PORT CHARLOTTE, FL 21,25021.2k $859.0k $859.0k 0.11% Reduced -560 -560
44 NAPLES GLOBAL ADVISORS, LLC 0.05% of their portfolio NAPLES, FL 20,85020.9k $842.9k $842.9k 0.05% Unchanged
45 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 20,23120.2k $817.8k $817.8k 0.02% Reduced -851 -851
46 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 20,06320.1k $811.8k $811.8k 0.00% Added +9.8k +9,764
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,03920.0k $810.1k $810.1k 0.00% New
48 G&S Capital LLC 0.23% of their portfolio DENVER, CO 19,96520.0k $807.1k $807.1k 0.23% Reduced -11.2k -11,224
49 Kirkwood Financial Services 0.23% of their portfolio SAN ANTONIO, TX 19,82419.8k $801.4k $801.4k 0.23% First filing
50 SALEM INVESTMENT COUNSELORS INC 0.02% of their portfolio WINSTON-SALEM, NC 18,39618.4k $743.7k $743.7k 0.02% Reduced -650 -650
51 KINGSWOOD WEALTH ADVISORS, LLC 0.03% of their portfolio SAN DIEGO, CA 17,52317.5k $708.4k $708.4k 0.03% Added +240 +240
52 Fifth Third Securities, Inc. 0.04% of their portfolio Cincinnati, OH 16,84816.8k $681.1k $681.1k 0.04% Added +1.3k +1,279
53 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 15,85215.9k $640.8k $640.8k 0.02% Added +3.8k +3,754
54 Perennial Investment Advisors, LLC 0.04% of their portfolio Los Angeles, CA 15,25015.2k $616.4k $616.4k 0.04% Added +1.2k +1,236
55 TKG Advisors, LLC 0.20% of their portfolio VALPARAISO, IN 14,16114.2k $572.5k $572.5k 0.20% Reduced -12.3k -12,254
56 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 13,30213.3k $537.7k $537.7k 0.02% Unchanged
57 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 12,83812.8k $519.0k $519.0k 0.00% Added +98 +98
58 Golden State Wealth Management, LLC 0.05% of their portfolio SANTA ANA, CA 12,62912.6k $510.5k $510.5k 0.05% Added +1.8k +1,849
59 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,02512.0k $486.1k $486.1k 0.00% Unchanged
60 Penobscot Investment Management Company, Inc. 0.03% of their portfolio BOSTON, MA 11,70011.7k $473.0k $473.0k 0.03% Unchanged
61 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 11,54311.5k $466.6k $466.6k 0.01% Reduced -3 -3
62 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 11,35011.3k $458.8k $458.8k 0.00% Reduced -3.9k -3,920
63 Prestige Wealth Management Group LLC 0.08% of their portfolio FLEMINGTON, NJ 11,22011.2k $453.6k $453.6k 0.08% Added +112 +112
64 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 10,57310.6k $427.4k $427.4k 0.01% Reduced -56 -56
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,25210.3k $414.4k $414.4k 0.00% Added +30 +30
66 Trilogy Capital Inc. 0.02% of their portfolio IRVINE, CA 10,12510.1k $409.3k $409.3k 0.02% Added +45 +45
67 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,04610.0k $406.1k $406.1k 0.00% New
68 CATALYST PRIVATE WEALTH, LLC 0.20% of their portfolio SAN MATEO, CA 10,00010.0k $404.2k $404.2k 0.20% Unchanged
69 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,8719.9k $399.1k $399.1k 0.00% Reduced -1.5k -1,457
70 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 9,7449.7k $393.9k $393.9k 0.00% Reduced -498 -498
71 Destination Wealth Management 0.01% of their portfolio Walnut Creek, CA 9,7069.7k $392.4k $392.4k 0.01% Unchanged
72 RICHARDSON FINANCIAL SERVICES INC. 0.22% of their portfolio MEDWAY, MA 9,6229.6k $389.0k $389.0k 0.22% Unchanged
73 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 0.13% of their portfolio DUNMORE, PA 9,2949.3k $375.7k $375.7k 0.13% Reduced -353 -353
74 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 9,1309.1k $369.0k $369.0k 0.02% Reduced -15.5k -15,492
75 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 9,1139.1k $368.4k $368.4k 0.00% New
76 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 8,9559.0k $362.0k $362.0k 0.01% Reduced -4.8k -4,814
77 ZEGA Investments, LLC 0.05% of their portfolio PALM BEACH GARDENS, FL 8,0378.0k $324.9k $324.9k 0.05% New
78 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,3827.4k $298.4k $298.4k 0.00% Reduced -2.4k -2,361
79 TWO SIGMA SECURITIES, LLC 0.03% of their portfolio NEW YORK, NY 7,2117.2k $291.5k $291.5k 0.03% New
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,2037.2k $291.2k $291.2k 0.00% Added +127 +127
81 Wisconsin Wealth Advisors, LLC 0.25% of their portfolio SUN PRAIRIE, WI 7,1967.2k $290.9k $290.9k 0.25% Reduced -3 -3
82 Advisor Resource Council 0.09% of their portfolio DALLAS, TX 6,9426.9k $279.9k $279.9k 0.09% Reduced -166 -166
83 January Capital Advisors LLC 0.23% of their portfolio SAN FRANCISCO, CA 6,7546.8k $273.0k $273.0k 0.23% Reduced -2.2k -2,158
84 Bouchey Financial Group, Ltd. 0.02% of their portfolio TROY, NY 6,6906.7k $270.4k $270.4k 0.02% Reduced -289 -289
85 Winch Advisory Services, LLC 0.05% of their portfolio Appleton, WI 6,0086.0k $242.9k $242.9k 0.05% Added +59 +59
86 Worth Asset Management, LLC 0.08% of their portfolio DALLAS, TX 5,9315.9k $239.8k $239.8k 0.08% Unchanged
87 OakTrust Wealth Advisors, LLC 0.20% of their portfolio WILTON, CT 5,8075.8k $234.7k $234.7k 0.20% Reduced -10.8k -10,813
88 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 5,7095.7k $230.8k $230.8k 0.00% Unchanged
89 Cape Investment Advisory, Inc. 0.06% of their portfolio MCDONOUGH, GA 5,6775.7k $229.5k $229.5k 0.06% Added +24 +24
90 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 5,4555.5k $220.5k $220.5k 0.00% New
91 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 5,4435.4k $220.0k $220.0k 0.01% Added +5.4k +5,423
92 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 5,2035.2k $210.3k $210.3k 0.00% Reduced -179 -179
93 United Advisor Group, LLC 0.02% of their portfolio CINCINNATI, OH 5,1655.2k $208.8k $208.8k 0.02% New
94 LANE BROTHERS & CO INC 0.13% of their portfolio PRESCOTT, AZ 5,0245.0k $203.1k $203.1k 0.13% Reduced -730 -730
95 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 5,0055.0k $202.3k $202.3k 0.00% New
96 ANGELES WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANTA MONICA, CA 5,0005.0k $202.1k $202.1k 0.01% Unchanged
97 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 3,5853.6k $144.9k $144.9k 0.01% Unchanged
98 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,1752.2k $87.9k $87.9k 0.00% New
99 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 1,9011.9k $76.9k $76.9k 0.01% Added +376 +376
100 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 1,6001.6k $64.7k $64.7k 0.01% New