Vault-13

SSGA ACTIVE TR STOT

SPDR DBLELN SHRT · ETP · CUSIP 78470P200

66 institutional holders -1 vs Q4 2025
5,362,3515.4m shares reported held*
$252.7mreported value*
10 new 25 added 18 reduced 10 sold out net bought ≈ $53.3m (+1.1m 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 ≈ $47.13.

Trends to Q1 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: 6666Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 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 25Q4 25: 31 bought or addedQ4 25: 32 cut or sold outQ1 26: 35 bought or addedQ1 26: 28 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242430
Q3 20243424
Q4 20243131
Q1 20252733
Q2 20253725
Q3 20252931
Q4 20253132
Q1 20263528

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +608,476+608.5k
Foundations Investment Advisors, LLC Added +183,882+183.9k
UBS Group AG Added +171,692+171.7k
ROYAL BANK OF CANADA Added +121,108+121.1k
LPL Financial LLC Added +87,386+87.4k
MORGAN STANLEY Added +55,361+55.4k
CITADEL ADVISORS LLC New +54,317+54.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +35,213+35.2k
Independent Wealth Network Inc. New +26,186+26.2k
Sanctuary Advisors, LLC Added +24,527+24.5k

Biggest sellers

Journey Advisory Group, LLC Reduced -96,300-96.3k
Arrowroot Family Office, LLC Reduced -35,736-35.7k
Spinnaker Investment Group, LLC Reduced -34,675-34.7k
PARAGON CAPITAL MANAGEMENT INC Reduced -33,625-33.6k
Focus Financial Network, Inc. Reduced -32,326-32.3k
Eldridge Investment Advisors, Inc. Sold out -26,248-26.2k
MSH Capital Advisors LLC Sold out -23,201-23.2k
FLOW TRADERS U.S. LLC Sold out -21,122-21.1k
Saiph Capital, LLC Reduced -10,241-10.2k
EXENCIAL WEALTH ADVISORS, LLC Reduced -9,785-9.8k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Foundations Investment Advisors, LLC 0.43% of their portfolio PHOENIX, AZ 740,512740.5k $34.9m $34.9m 0.43% Added +183.9k +183,882
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 690,736690.7k $32.6m $32.6m 0.00% Added +608.5k +608,476
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 602,118602.1k $28.4m $28.4m 0.01% Added +87.4k +87,386
4 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 591,872591.9k $27.9m $27.9m 0.01% Reduced -1.3k -1,266
5 Spinnaker Investment Group, LLC 5.22% of their portfolio Newport Beach, CA 543,494543.5k $25.6m $25.6m 5.22% Reduced -34.7k -34,675
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 461,184461.2k $21.7m $21.7m 0.00% Added +55.4k +55,361
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 276,896276.9k $13.1m $13.1m 0.00% Added +171.7k +171,692
8 Hofer & Associates. Inc 3.89% of their portfolio THOUSAND OAKS, CA 153,753153.8k $7.2m $7.2m 3.89% Added +3.9k +3,939
9 Saiph Capital, LLC 2.62% of their portfolio WYCKOFF, NJ 146,822146.8k $6.9m $6.9m 2.62% Reduced -10.2k -10,241
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 125,382125.4k $5.9m $5.9m 0.00% Added +121.1k +121,108
11 Great Lakes Retirement, Inc. 0.48% of their portfolio SANDUSKY, OH 98,81598.8k $4.7m $4.7m 0.48% Added +9.1k +9,140
12 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 71,97672.0k $3.4m $3.4m 0.02% Added +24.5k +24,527
13 Arrowroot Family Office, LLC 1.03% of their portfolio MARINA DEL REY, CA 66,36166.4k $3.1m $3.1m 1.03% Reduced -35.7k -35,736
14 Lineweaver Wealth Advisors, LLC 0.37% of their portfolio VALLEY VIEW, OH 57,90157.9k $2.7m $2.7m 0.37% Added +7.8k +7,836
15 Journey Advisory Group, LLC 0.23% of their portfolio COVINGTON, KY 56,14156.1k $2.6m $2.6m 0.23% Reduced -96.3k -96,300
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 54,31754.3k $2.6m $2.6m 0.00% New
17 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 51,19351.2k $2.4m $2.4m 0.00% Reduced -5.0k -5,003
18 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 39,89239.9k $1.9m $1.9m 0.04% Added +721 +721
19 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 38,04538.0k $1.8m $1.8m 0.00% Added +525 +525
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,21335.2k $1.7m $1.7m 0.00% New
21 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 34,02634.0k $1.6m $1.6m 0.00% Added +20.3k +20,348
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 32,95533.0k $1.6m $1.6m 0.00% Added +16.6k +16,550
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,69930.7k $1.4m $1.4m 0.00% Added +366 +366
24 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 29,58829.6k $1.4m $1.4m 0.05% Reduced -32.3k -32,326
25 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 28,60128.6k $1.3m $1.3m 0.01% Added +504 +504
26 Independent Wealth Network Inc. 0.37% of their portfolio URBANDALE, IA 26,18626.2k $1.2m $1.2m 0.37% New
27 Clearwater Capital Advisors, LLC 0.09% of their portfolio HOFFMAN ESTATES, IL 23,00023.0k $1.1m $1.1m 0.09% Added +279 +279
28 PARAGON CAPITAL MANAGEMENT INC 0.85% of their portfolio Provo, UT 21,38221.4k $1.0m $1.0m 0.85% Reduced -33.6k -33,625
29 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 20,50920.5k $966.6k $966.6k 0.00% Reduced -1.3k -1,277
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,79817.8k $838.8k $838.8k 0.00% Added +1.2k +1,232
31 Proficio Capital Partners LLC 0.04% of their portfolio NEWTON, MA 17,72717.7k $835.5k $835.5k 0.04% Unchanged
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,51615.5k $731.3k $731.3k 0.00% Added +7.9k +7,895
33 GREATMARK INVESTMENT PARTNERS, INC. 0.08% of their portfolio COLUMBUS, GA 15,00015.0k $707.0k $707.0k 0.08% Unchanged
34 Essex Financial Services, Inc. 0.04% of their portfolio ESSEX, CT 14,84614.8k $699.7k $699.7k 0.04% Added +1 +1
35 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,65514.7k $690.7k $690.7k 0.00% Added +317 +317
36 EXENCIAL WEALTH ADVISORS, LLC 0.02% of their portfolio OKLAHOMA CITY, OK 14,23614.2k $671.0k $671.0k 0.02% Reduced -9.8k -9,785
37 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 13,95414.0k $657.7k $657.7k 0.02% New
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,35813.4k $629.6k $629.6k 0.00% New
39 Brookwood Investment Group LLC 0.04% of their portfolio PHOENIX, AZ 7,3607.4k $346.9k $346.9k 0.04% Reduced -1.2k -1,222
40 XY Planning Network, Inc. 0.05% of their portfolio BOZEMAN, MT 6,5626.6k $308.2k $308.2k 0.05% Added +950 +950
41 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 5,7435.7k $270.7k $270.7k 0.01% Added +360 +360
42 Smith Partners Wealth Management, LLC 0.22% of their portfolio GREENSBORO, NC 5,2915.3k $249.4k $249.4k 0.22% Reduced -425 -425
43 Koss-Olinger Consulting, LLC 0.02% of their portfolio GAINESVILLE, FL 5,1175.1k $241.2k $241.2k 0.02% Reduced -716 -716
44 Walser Wealth Management Company, A Ltd Liability Co 0.10% of their portfolio TAMPA, FL 4,8404.8k $228.1k $228.1k 0.10% New
45 Financial Strategies Group, Inc. 0.04% of their portfolio OKEMOS, MI 4,7954.8k $226.4k $226.4k 0.04% New
46 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,7654.8k $224.6k $224.6k 0.00% New
47 Glen Eagle Advisors, LLC 0.03% of their portfolio KINGSTON, NJ 4,6354.6k $218.5k $218.5k 0.03% Reduced -1.2k -1,229
48 Root Financial Partners, LLC 0.01% of their portfolio ENCINITAS, CA 4,5474.5k $214.3k $214.3k 0.01% New
49 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 4,4684.5k $210.6k $210.6k 0.01% Reduced -1.4k -1,428
50 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 4,2994.3k $202.6k $202.6k 0.00% New
51 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 2,3992.4k $113.1k $113.1k 0.01% Reduced -10 -10
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,3242.3k $109.5k $109.5k 0.00% Reduced -3.9k -3,923
53 Pacific Center for Financial Services 0.02% of their portfolio DANVILLE, CA 1,7201.7k $81.1k $81.1k 0.02% Added +14 +14
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,6791.7k $79.1k $79.1k 0.00% Reduced -1.3k -1,314
55 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,2971.3k $61.1k $61.1k 0.01% Unchanged
56 VALLEY NATIONAL ADVISERS INC 0.01% of their portfolio BETHLEHEM, PA 1,1801.2k $55.0k $55.0k 0.01% Unchanged
57 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 863863 $41.0k $41.0k 0.00% Unchanged
58 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 604604 $28.5k $28.5k 0.00% Unchanged
59 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 400400 $18.9k $18.9k 0.00% Unchanged
60 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 390390 $18.4k $18.4k 0.01% Unchanged
61 CWM, LLC 0.00% of their portfolio OMAHA, NE 300300 $14.1k $14.1k 0.00% Unchanged
62 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 5252 $2.5k $2.5k 0.00% Unchanged
63 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 4545 $2.1k $2.1k 0.00% Unchanged
64 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1414 $660 $660 0.00% Unchanged
65 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 22 $94 $94 0.00% Unchanged
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $29 $29 0.00% Added +1 +1