Vault-13

SSGA ACTIVE TR STOT

SPDR DBLELN SHRT · ETP · CUSIP 78470P200

71 institutional holders +5 vs Q1 2026
6,705,4306.7m shares reported held*
$315.5mreported value*
12 new 32 added 15 reduced 6 sold out net bought ≈ $63.7m (+1.4m 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 ≈ $47.06.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 43Q1 23: 48Q2 23: 44Q3 23: 47Q4 23: 57Q1 24: 57Q2 24: 58Q3 24: 65Q4 24: 64Q1 25: 62Q2 25: 66Q3 25: 68Q4 25: 67Q1 26: 66Q2 26: 7171Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202248
Q4 202243
Q1 202348
Q2 202344
Q3 202347
Q4 202357
Q1 202457
Q2 202458
Q3 202465
Q4 202464
Q1 202562
Q2 202566
Q3 202568
Q4 202567
Q1 202666
Q2 202671

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 34 bought or addedQ3 24: 24 cut or sold outQ4 24: 31 bought or addedQ4 24: 31 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 33 cut or sold outQ2 25: 37 bought or addedQ2 25: 25 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 31 cut or sold outQ4 25: 31 bought or addedQ4 25: 32 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 28 cut or sold outQ2 26: 44 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243424
Q4 20243131
Q1 20252733
Q2 20253725
Q3 20252931
Q4 20253132
Q1 20263528
Q2 20264421

Biggest buyers

LPL Financial LLC Added +360,195+360.2k
BANK OF AMERICA CORP /DE/ Added +272,028+272.0k
Stratos Wealth Partners, LTD. New +200,362+200.4k
RAYMOND JAMES FINANCIAL INC Added +198,858+198.9k
MORGAN STANLEY Added +178,512+178.5k
GOLDMAN SACHS GROUP INC New +127,555+127.6k
Foundations Investment Advisors, LLC Added +88,063+88.1k
KESTRA PRIVATE WEALTH SERVICES, LLC New +58,273+58.3k
Global Assets Advisory, LLC New +34,267+34.3k
Integrated Wealth Concepts LLC Added +33,770+33.8k

Biggest sellers

Spinnaker Investment Group, LLC Reduced -246,003-246.0k
CITADEL ADVISORS LLC Sold out -54,317-54.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -35,213-35.2k
Rockefeller Capital Management L.P. Reduced -17,413-17.4k
JANE STREET GROUP, LLC Sold out -15,516-15.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -13,397-13.4k
STIFEL FINANCIAL CORP Reduced -8,558-8.6k
Belpointe Asset Management LLC Reduced -5,938-5.9k
Koss-Olinger Consulting, LLC Sold out -5,117-5.1k
Root Financial Partners, LLC Sold out -4,547-4.5k

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
FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · passive -2.0 pts · filed 2025-11-03 5.3% -2.0 pts 320.5k≈ $15.1m 2025-11-03

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 962,764962.8k $45.3m $45.3m 0.00% Added +272.0k +272,028
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 962,313962.3k $45.3m $45.3m 0.01% Added +360.2k +360,195
3 Foundations Investment Advisors, LLC 0.40% of their portfolio PHOENIX, AZ 828,575828.6k $39.0m $39.0m 0.40% Added +88.1k +88,063
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 790,730790.7k $37.2m $37.2m 0.01% Added +198.9k +198,858
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 639,696639.7k $30.1m $30.1m 0.00% Added +178.5k +178,512
6 Spinnaker Investment Group, LLC 2.24% of their portfolio Newport Beach, CA 297,491297.5k $14.0m $14.0m 2.24% Reduced -246.0k -246,003
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 283,469283.5k $13.3m $13.3m 0.00% Added +6.6k +6,573
8 Stratos Wealth Partners, LTD. 0.09% of their portfolio BEACHWOOD, OH 200,362200.4k $9.4m $9.4m 0.09% New
9 Hofer & Associates. Inc 3.63% of their portfolio THOUSAND OAKS, CA 159,481159.5k $7.5m $7.5m 3.63% Added +5.7k +5,728
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 151,707151.7k $7.1m $7.1m 0.00% Added +26.3k +26,325
11 Saiph Capital, LLC 2.10% of their portfolio WYCKOFF, NJ 149,132149.1k $7.0m $7.0m 2.10% Added +2.3k +2,310
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 127,555127.6k $6.0m $6.0m 0.00% New
13 Great Lakes Retirement, Inc. 0.44% of their portfolio SANDUSKY, OH 104,933104.9k $4.9m $4.9m 0.44% Added +6.1k +6,118
14 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 73,04573.0k $3.4m $3.4m 0.02% Added +1.1k +1,069
15 Arrowroot Family Office, LLC 0.86% of their portfolio MARINA DEL REY, CA 63,65563.7k $3.0m $3.0m 0.86% Reduced -2.7k -2,706
16 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 62,37162.4k $2.9m $2.9m 0.01% Added +33.8k +33,770
17 Lineweaver Wealth Advisors, LLC 0.34% of their portfolio VALLEY VIEW, OH 60,38160.4k $2.8m $2.8m 0.34% Added +2.5k +2,480
18 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 58,27358.3k $2.7m $2.7m 0.03% New
19 Journey Advisory Group, LLC 0.20% of their portfolio COVINGTON, KY 56,36756.4k $2.7m $2.7m 0.20% Added +226 +226
20 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 50,96451.0k $2.4m $2.4m 0.00% Reduced -229 -229
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 38,39038.4k $1.8m $1.8m 0.00% Added +345 +345
22 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 36,25236.3k $1.7m $1.7m 0.03% Reduced -3.6k -3,640
23 Global Assets Advisory, LLC 0.35% of their portfolio ORLANDO, FL 34,26734.3k $1.6m $1.6m 0.35% New
24 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 33,49633.5k $1.6m $1.6m 0.03% New
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 32,13832.1k $1.5m $1.5m 0.00% Added +1.4k +1,439
26 Walser Wealth Management Company, A Ltd Liability Co 0.57% of their portfolio TAMPA, FL 28,92328.9k $1.4m $1.4m 0.57% Added +24.1k +24,083
27 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 28,51828.5k $1.3m $1.3m 0.04% Reduced -1.1k -1,070
28 Independent Wealth Network Inc. 0.34% of their portfolio URBANDALE, IA 28,46928.5k $1.3m $1.3m 0.34% Added +2.3k +2,283
29 OakTrust Wealth Advisors, LLC 1.11% of their portfolio WILTON, CT 27,47427.5k $1.3m $1.3m 1.11% New
30 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 26,12426.1k $1.2m $1.2m 0.04% New
31 Clearwater Capital Advisors, LLC 0.09% of their portfolio HOFFMAN ESTATES, IL 25,26725.3k $1.2m $1.2m 0.09% Added +2.3k +2,267
32 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,84621.8k $1.0m $1.0m 0.00% Added +4.0k +4,048
33 PARAGON CAPITAL MANAGEMENT INC 0.74% of their portfolio Provo, UT 21,05121.1k $990.7k $990.7k 0.74% Reduced -331 -331
34 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 20,35920.4k $958.1k $958.1k 0.00% Reduced -150 -150
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,55819.6k $920.4k $920.4k 0.00% Reduced -13.4k -13,397
36 Essex Financial Services, Inc. 0.04% of their portfolio ESSEX, CT 17,59917.6k $828.2k $828.2k 0.04% Added +2.8k +2,753
37 Proficio Capital Partners LLC 0.03% of their portfolio NEWTON, MA 17,49617.5k $823.4k $823.4k 0.03% Reduced -231 -231
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 16,61316.6k $781.8k $781.8k 0.00% Reduced -17.4k -17,413
39 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,98316.0k $752.2k $752.2k 0.00% Added +1.3k +1,328
40 GREATMARK INVESTMENT PARTNERS, INC. 0.07% of their portfolio COLUMBUS, GA 13,50013.5k $635.3k $635.3k 0.07% Reduced -1.5k -1,500
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,49212.5k $587.9k $587.9k 0.00% Added +7.7k +7,727
42 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 10,01710.0k $468.8k $468.8k 0.00% New
43 Visionary Horizons, LLC 0.17% of their portfolio Knoxville, TN 8,4088.4k $395.7k $395.7k 0.17% New
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,0408.0k $378.4k $378.4k 0.00% Added +5.7k +5,716
45 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 8,0168.0k $377.3k $377.3k 0.01% Reduced -5.9k -5,938
46 Brookwood Investment Group LLC 0.04% of their portfolio PHOENIX, AZ 7,1377.1k $335.9k $335.9k 0.04% Reduced -223 -223
47 XY Planning Network, Inc. 0.04% of their portfolio BOZEMAN, MT 7,0947.1k $333.8k $333.8k 0.04% Added +532 +532
48 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 5,7595.8k $271.0k $271.0k 0.01% Added +16 +16
49 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,5115.5k $259.4k $259.4k 0.00% New
50 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,4815.5k $257.9k $257.9k 0.00% New
51 Smith Partners Wealth Management, LLC 0.20% of their portfolio GREENSBORO, NC 5,2915.3k $249.0k $249.0k 0.20% Unchanged
52 ALONGSIDE, LLC 0.05% of their portfolio AUSTIN, TX 5,1695.2k $243.3k $243.3k 0.05% First filing
53 Glen Eagle Advisors, LLC 0.03% of their portfolio KINGSTON, NJ 4,8544.9k $228.4k $228.4k 0.03% Added +219 +219
54 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,8004.8k $225.9k $225.9k 0.00% Reduced -8.6k -8,558
55 Financial Strategies Group, Inc. 0.04% of their portfolio OKEMOS, MI 4,8004.8k $225.0k $225.0k 0.04% Added +5 +5
56 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 4,7634.8k $224.2k $224.2k 0.00% Added +464 +464
57 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,4122.4k $113.5k $113.5k 0.00% Reduced -2.1k -2,056
58 Pacific Center for Financial Services 0.02% of their portfolio DANVILLE, CA 1,7261.7k $81.2k $81.2k 0.02% Added +6 +6
59 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,2971.3k $61.0k $61.0k 0.00% Unchanged
60 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 1,1801.2k $55.5k $55.5k 0.01% Unchanged
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 995995 $46.8k $46.8k 0.00% Added +981 +981
62 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 863863 $41.0k $41.0k 0.00% Unchanged
63 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 604604 $28.4k $28.4k 0.00% Unchanged
64 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 599599 $28.2k $28.2k 0.00% New
65 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 400400 $18.8k $18.8k 0.00% Unchanged
66 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 390390 $18.4k $18.4k 0.01% Unchanged
67 Planning Strategies Inc. 0.01% of their portfolio LANCASTER, PA 336336 $15.8k $15.8k 0.01% First filing
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 310310 $14.6k $14.6k 0.00% Added +309 +309
69 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 5252 $2.4k $2.4k 0.00% Unchanged
70 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 4545 $2.1k $2.1k 0.00% Unchanged
71 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 22 $94 $94 0.00% Unchanged