Vault-13

SSGA ACTIVE TR EMTL

SPDR DBLELN EMRG · ETP · CUSIP 78470P309

51 institutional holders +2 vs Q4 2024
1,807,5871.8m shares reported held*
$77.8mreported value*
7 new 22 added 13 reduced 5 sold out net bought ≈ $6.5m (+151.3k 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 ≈ $43.06.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 34Q4 22: 33Q1 23: 35Q2 23: 30Q3 23: 33Q4 23: 38Q1 24: 37Q2 24: 43Q3 24: 41Q4 24: 49Q1 25: 5151Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202234
Q4 202233
Q1 202335
Q2 202330
Q3 202333
Q4 202338
Q1 202437
Q2 202443
Q3 202441
Q4 202449
Q1 202551

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 23: 17 bought or addedQ2 23: 12 cut or sold outQ3 23: 17 bought or addedQ3 23: 15 cut or sold outQ3 23Q4 23: 17 bought or addedQ4 23: 19 cut or sold outQ1 24: 22 bought or addedQ1 24: 13 cut or sold outQ1 24Q2 24: 23 bought or addedQ2 24: 13 cut or sold outQ3 24: 25 bought or addedQ3 24: 15 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 10 cut or sold outQ1 25: 29 bought or addedQ1 25: 18 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231712
Q3 20231715
Q4 20231719
Q1 20242213
Q2 20242313
Q3 20242515
Q4 20242710
Q1 20252918

Biggest buyers

Synergy Asset Management, LLC New +73,402+73.4k
JOURNEY STRATEGIC WEALTH LLC Added +53,230+53.2k
BANK OF AMERICA CORP /DE/ Added +25,544+25.5k
Foundations Investment Advisors, LLC Added +12,498+12.5k
LongView Asset Management LLC Added +10,389+10.4k
Bank of New York Mellon Corp Added +7,381+7.4k
STIFEL FINANCIAL CORP New +7,286+7.3k
BlackDiamond Wealth Management, LLC New +6,259+6.3k
Castleview Partners, LLC New +5,570+5.6k
Pinnacle Wealth Planning Services, Inc. Added +5,376+5.4k

Biggest sellers

Orion Porfolio Solutions, LLC Sold out -44,996-45.0k
JANE STREET GROUP, LLC Reduced -16,255-16.3k
Vertex Planning Partners, LLC Sold out -8,380-8.4k
Note Advisors, LLC Reduced -4,339-4.3k
Advyzon Investment Management, LLC Reduced -4,321-4.3k
OSAIC HOLDINGS, INC. Reduced -3,024-3.0k
CreativeOne Wealth, LLC Reduced -2,067-2.1k
LPL Financial LLC Reduced -1,900-1.9k
SK Wealth Management, LLC Reduced -1,379-1.4k
UBS Group AG Reduced -565-565

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 · institution new · filed 2025-07-28 5.4% new 115.3k≈ $4.9m 2025-07-28

Fell to 5% or below in the last year: Bank of New York Mellon Corp (0.0%, 2026-08-07)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 241,851241.9k $10.4m $10.4m 0.00% Added +7.4k +7,381
2 JOURNEY STRATEGIC WEALTH LLC 0.32% of their portfolio SUMMIT, NJ 213,258213.3k $9.2m $9.2m 0.32% Added +53.2k +53,230
3 Pinnacle Wealth Planning Services, Inc. 1.29% of their portfolio MANSFIELD, OH 198,516198.5k $8.6m $8.6m 1.29% Added +5.4k +5,376
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 135,953136.0k $5.9m $5.9m 0.00% Added +5.2k +5,200
5 Treasure Coast Financial Planning 3.28% of their portfolio VERO BEACH, FL 122,914122.9k $5.3m $5.3m 3.28% Added +5.2k +5,178
6 Destiny Wealth Partners, LLC 0.79% of their portfolio TAVARES, FL 115,613115.6k $5.0m $5.0m 0.79% Added +4.4k +4,379
7 Main Street Financial Solutions, LLC 0.36% of their portfolio NEWTOWN, PA 95,83795.8k $4.1m $4.1m 0.36% Added +3.5k +3,504
8 Synergy Asset Management, LLC 0.40% of their portfolio VANCOUVER, WA 73,40273.4k $3.2m $3.2m 0.40% New
9 LongView Asset Management LLC 2.32% of their portfolio SANTA FE, NM 62,77662.8k $2.7m $2.7m 2.32% Added +10.4k +10,389
10 ARVEST INVESTMENTS, INC. 0.39% of their portfolio LOWELL, AR 57,09057.1k $2.5m $2.5m 0.39% Added +1.1k +1,076
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,30053.3k $2.3m $2.3m 0.00% Added +25.5k +25,544
12 Foundations Investment Advisors, LLC 0.04% of their portfolio PHOENIX, AZ 52,87652.9k $2.3m $2.3m 0.04% Added +12.5k +12,498
13 Watchman Group, Inc. 0.55% of their portfolio PLANO, TX 45,88845.9k $2.0m $2.0m 0.55% Added +2.5k +2,450
14 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 44,99645.0k $1.9m $1.9m 0.01% Unchanged
15 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 37,44237.4k $1.6m $1.6m 0.01% Reduced -362 -362
16 1620 INVESTMENT ADVISORS, INC. 0.91% of their portfolio PLYMOUTH, MA 27,48827.5k $1.2m $1.2m 0.91% Added +1.1k +1,122
17 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 26,81826.8k $1.2m $1.2m 0.01% Added +747 +747
18 Note Advisors, LLC 0.91% of their portfolio BUFFALO, NY 25,55825.6k $1.1m $1.1m 0.91% Reduced -4.3k -4,339
19 SK Wealth Management, LLC 0.57% of their portfolio PROVIDENCE, RI 25,33025.3k $1.1m $1.1m 0.57% Reduced -1.4k -1,379
20 Shum Financial Group, Inc. 0.81% of their portfolio ALAMEDA, CA 21,72121.7k $936.2k $936.2k 0.81% Added +188 +188
21 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,73920.7k $893.8k $893.8k 0.00% Reduced -1.9k -1,900
22 SENTINEL PENSION ADVISORS, LLC 0.12% of their portfolio WAKEFIELD, MA 14,76314.8k $636.3k $636.3k 0.12% Added +129 +129
23 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 10,96211.0k $472.5k $472.5k 0.01% Reduced -423 -423
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,79110.8k $465.1k $465.1k 0.00% Reduced -16.3k -16,255
25 Brookwood Investment Group LLC 0.07% of their portfolio PHOENIX, AZ 8,9098.9k $384.0k $384.0k 0.07% First filing
26 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 7,8917.9k $340.1k $340.1k 0.03% Unchanged
27 Advyzon Investment Management, LLC 0.12% of their portfolio LISLE, IL 7,8067.8k $336.4k $336.4k 0.12% Reduced -4.3k -4,321
28 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,4837.5k $322.5k $322.5k 0.00% Added +150 +150
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,2867.3k $314.0k $314.0k 0.00% New
30 BlackDiamond Wealth Management, LLC 0.18% of their portfolio NEW YORK, NY 6,2596.3k $265.2k $265.2k 0.18% New
31 Castleview Partners, LLC 0.16% of their portfolio DALLAS, TX 5,5705.6k $240.1k $240.1k 0.16% New
32 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,1405.1k $221.5k $221.5k 0.00% New
33 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,9174.9k $211.9k $211.9k 0.01% Reduced -2.1k -2,067
34 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,4453.4k $148.5k $148.5k 0.00% Added +392 +392
35 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,5002.5k $107.8k $107.8k 0.00% Added +1.6k +1,625
36 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,2131.2k $52.0k $52.0k 0.00% Added +1.2k +1,212
37 Collier Financial 0.03% of their portfolio DENVER, CO 910910 $39.2k $39.2k 0.03% Unchanged
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 643643 $27.7k $27.7k 0.00% Reduced -3.0k -3,024
39 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 424424 $18.3k $18.3k 0.00% Unchanged
40 CWM, LLC 0.00% of their portfolio OMAHA, NE 309309 $13.0k $13.0k 0.00% Added +2 +2
41 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 264264 $11.4k $11.4k 0.00% New
42 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 238238 $10.3k $10.3k 0.00% Reduced -79 -79
43 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 164164 $7.1k $7.1k 0.00% Added +2 +2
44 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 126126 $5.4k $5.4k 0.00% Unchanged
45 Capital A Wealth Management, LLC 0.00% of their portfolio CRANBERRY TWP, PA 8484 $3.6k $3.6k 0.00% Unchanged
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 6464 $2.8k $2.8k 0.00% Reduced -565 -565
47 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5757 $2.5k $2.5k 0.00% Reduced -242 -242
48 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 22 $1.0k $1.0k 0.00% Unchanged
49 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $60 $60 0.00% New
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $10 $10 0.00% Reduced -1 -1
51 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged