Vault-13

SSGA ACTIVE TR STOT

SPDR DBLELN SHRT · ETP · CUSIP 78470P200

68 institutional holders +2 vs Q2 2025
3,833,6373.8m shares reported held*
$181.4mreported value*
8 new 21 added 26 reduced 5 sold out net bought ≈ $27.2m (+579.7k 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 ≈ $47.33.

Trends to Q3 2025

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: 6868Q3 22Q2 23Q1 24Q4 24Q3 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 23: 28 bought or addedQ4 23: 25 cut or sold outQ1 24: 26 bought or addedQ1 24: 28 cut or sold outQ1 24Q2 24: 24 bought or addedQ2 24: 30 cut or sold outQ3 24: 34 bought or addedQ3 24: 24 cut or sold outQ3 24Q4 24: 31 bought or addedQ4 24: 31 cut or sold outQ1 25: 27 bought or addedQ1 25: 33 cut or sold outQ1 25Q2 25: 37 bought or addedQ2 25: 25 cut or sold outQ3 25: 29 bought or addedQ3 25: 31 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232825
Q1 20242628
Q2 20242430
Q3 20243424
Q4 20243131
Q1 20252733
Q2 20253725
Q3 20252931

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +326,531+326.5k
Saiph Capital, LLC New +149,657+149.7k
CITADEL ADVISORS LLC Added +124,882+124.9k
Virtu Financial LLC New +85,791+85.8k
Spinnaker Investment Group, LLC Added +63,434+63.4k
LPL Financial LLC Added +43,373+43.4k
Sanctuary Advisors, LLC Added +43,212+43.2k
JANE STREET GROUP, LLC Added +30,790+30.8k
UBS Group AG Added +30,102+30.1k
Arrowroot Family Office, LLC Added +18,975+19.0k

Biggest sellers

Foundations Investment Advisors, LLC Reduced -70,821-70.8k
BANK OF AMERICA CORP /DE/ Reduced -67,661-67.7k
Brookwood Investment Group LLC Reduced -61,201-61.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -35,366-35.4k
Belpointe Asset Management LLC Reduced -22,734-22.7k
MORGAN STANLEY Reduced -20,790-20.8k
Rockefeller Capital Management L.P. Reduced -20,357-20.4k
BRASS TAX WEALTH MANAGEMENT, INC Sold out -19,612-19.6k
Journey Advisory Group, LLC Reduced -17,979-18.0k
ASSETMARK, INC Reduced -16,149-16.1k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Spinnaker Investment Group, LLC 5.03% of their portfolio Newport Beach, CA 564,662564.7k $26.8m $26.8m 5.03% Added +63.4k +63,434
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 542,674542.7k $25.7m $25.7m 0.01% Added +43.4k +43,373
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 392,422392.4k $18.6m $18.6m 0.01% Added +326.5k +326,531
4 Foundations Investment Advisors, LLC 0.22% of their portfolio PHOENIX, AZ 320,478320.5k $15.2m $15.2m 0.22% Reduced -70.8k -70,821
5 Journey Advisory Group, LLC 0.61% of their portfolio COVINGTON, KY 173,571173.6k $8.2m $8.2m 0.61% Reduced -18.0k -17,979
6 Saiph Capital, LLC 2.55% of their portfolio WYCKOFF, NJ 149,657149.7k $7.1m $7.1m 2.55% New
7 Hofer & Associates. Inc 3.89% of their portfolio THOUSAND OAKS, CA 143,241143.2k $6.8m $6.8m 3.89% Reduced -102 -102
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 135,876135.9k $6.4m $6.4m 0.00% Reduced -20.8k -20,790
9 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 132,056132.1k $6.3m $6.3m 0.01% Added +124.9k +124,882
10 Arrowroot Family Office, LLC 1.90% of their portfolio MARINA DEL REY, CA 98,05098.0k $4.6m $4.6m 1.90% Added +19.0k +18,975
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 98,01498.0k $4.6m $4.6m 0.00% Added +30.1k +30,102
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 96,14896.1k $4.6m $4.6m 0.00% Reduced -67.7k -67,661
13 Virtu Financial LLC 0.23% of their portfolio New York, NY 85,79185.8k $4.1m $4.1m 0.23% New
14 Great Lakes Retirement, Inc. 0.44% of their portfolio SANDUSKY, OH 85,76585.8k $4.1m $4.1m 0.44% Added +6.5k +6,455
15 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 78,41478.4k $3.7m $3.7m 0.01% Added +43.2k +43,212
16 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 74,44874.4k $3.5m $3.5m 0.01% Reduced -16.1k -16,149
17 Focus Financial Network, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 61,80261.8k $2.9m $2.9m 0.10% Reduced -1.9k -1,935
18 PARAGON CAPITAL MANAGEMENT INC 1.92% of their portfolio Provo, UT 54,18554.2k $2.6m $2.6m 1.92% Added +2.1k +2,147
19 Lineweaver Wealth Advisors, LLC 0.32% of their portfolio VALLEY VIEW, OH 46,11246.1k $2.2m $2.2m 0.32% Added +3.0k +3,038
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,86240.9k $1.9m $1.9m 0.00% Added +30.8k +30,790
21 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,14332.1k $1.5m $1.5m 0.00% Added +3.0k +3,010
22 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 31,70831.7k $1.5m $1.5m 0.03% Added +1.6k +1,585
23 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 30,89930.9k $1.5m $1.5m 0.01% Added +2.7k +2,669
24 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,81030.8k $1.5m $1.5m 0.00% Reduced -1.1k -1,051
25 Eldridge Investment Advisors, Inc. 0.29% of their portfolio MANCHESTER, NH 26,56426.6k $1.3m $1.3m 0.29% Reduced -946 -946
26 EXENCIAL WEALTH ADVISORS, LLC 0.04% of their portfolio OKLAHOMA CITY, OK 24,65324.7k $1.2m $1.2m 0.04% Reduced -4.1k -4,096
27 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 24,00824.0k $1.1m $1.1m 0.00% Reduced -2.7k -2,727
28 Clearwater Capital Advisors, LLC 0.09% of their portfolio HOFFMAN ESTATES, IL 22,89222.9k $1.1m $1.1m 0.09% Reduced -685 -685
29 MSH Capital Advisors LLC 0.29% of their portfolio SCOTTSDALE, AZ 22,84922.8k $1.1m $1.1m 0.29% Added +253 +253
30 Proficio Capital Partners LLC 0.06% of their portfolio NEWTON, MA 17,72717.7k $840.0k $840.0k 0.06% Unchanged
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,24716.2k $769.9k $769.9k 0.00% Added +116 +116
32 GREATMARK INVESTMENT PARTNERS, INC. 0.09% of their portfolio COLUMBUS, GA 15,00015.0k $710.8k $710.8k 0.09% Unchanged
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,77714.8k $700.2k $700.2k 0.00% Reduced -228 -228
34 Essex Financial Services, Inc. 0.04% of their portfolio ESSEX, CT 14,46014.5k $685.2k $685.2k 0.04% Reduced -1.3k -1,269
35 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,39513.4k $634.7k $634.7k 0.00% Added +104 +104
36 NATURAL INVESTMENTS, LLC 0.09% of their portfolio WINDSOR, CA 12,27912.3k $357.0k $357.0k 0.09% New
37 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,66011.7k $552.5k $552.5k 0.02% New
38 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 10,00010.0k $473.9k $473.9k 0.01% Unchanged
39 Brookwood Investment Group LLC 0.06% of their portfolio PHOENIX, AZ 9,1209.1k $432.2k $432.2k 0.06% Reduced -61.2k -61,201
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,4707.5k $354.0k $354.0k 0.00% Reduced -35.4k -35,366
41 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 6,8576.9k $324.9k $324.9k 0.00% Reduced -20.4k -20,357
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6,4786.5k $307.0k $307.0k 0.00% Added +9 +9
43 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 6,4226.4k $304.3k $304.3k 0.01% Reduced -4.0k -3,961
44 Glen Eagle Advisors, LLC 0.04% of their portfolio KINGSTON, NJ 6,0976.1k $288.9k $288.9k 0.04% Added +61 +61
45 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 5,5215.5k $261.6k $261.6k 0.02% New
46 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 5,3695.4k $254.4k $254.4k 0.01% Added +9 +9
47 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 5,3475.3k $253.4k $253.4k 0.01% Reduced -22.7k -22,734
48 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 5,1875.2k $245.8k $245.8k 0.01% Reduced -278 -278
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,6554.7k $221.0k $221.0k 0.00% Reduced -2.5k -2,535
50 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 4,3174.3k $204.5k $204.5k 0.00% Added +48 +48
51 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 2,9933.0k $141.8k $141.8k 0.00% Unchanged
52 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,4942.5k $118.2k $118.2k 0.01% Reduced -385 -385
53 Pacific Center for Financial Services 0.02% of their portfolio DANVILLE, CA 1,7061.7k $80.9k $80.9k 0.02% Reduced -178 -178
54 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,1841.2k $56.0k $56.0k 0.00% New
55 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 1,1801.2k $55.0k $55.0k 0.01% Reduced -335 -335
56 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1421.1k $54.1k $54.1k 0.00% Unchanged
57 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 885885 $42.0k $42.0k 0.00% Unchanged
58 New Millennium Group LLC 0.02% of their portfolio SANDY, UT 854854 $40.5k $40.5k 0.02% Unchanged
59 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 604604 $28.6k $28.6k 0.00% Unchanged
60 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 416416 $19.7k $19.7k 0.00% Reduced -3 -3
61 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 400400 $19.0k $19.0k 0.00% Unchanged
62 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 390390 $18.5k $18.5k 0.01% Unchanged
63 ELEVATION WEALTH PARTNERS, LLC 0.00% of their portfolio WALNUT CREEK, CA 106106 $5.0k $5.0k 0.00% New
64 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 5252 $2.5k $2.5k 0.00% Reduced -140 -140
65 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 4545 $2.1k $2.1k 0.00% Unchanged
66 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4444 $2.1k $2.1k 0.00% New
67 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 22 $95 $95 0.00% Unchanged
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $44 $44 0.00% Unchanged