Vault-13

SSGA ACTIVE TR EMTL

SPDR DBLELN EMRG · ETP · CUSIP 78470P309

42 institutional holders -9 vs Q1 2025
1,839,2621.8m shares reported held*
$79.4mreported value*
4 new 25 added 8 reduced 10 sold out net bought ≈ $4.3m (+99.3k 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 ≈ $43.17.

Trends to Q2 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: 51Q2 25: 4242Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202542

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 17 bought or addedQ3 23: 15 cut or sold outQ4 23: 17 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 22 bought or addedQ1 24: 13 cut or sold outQ2 24: 23 bought or addedQ2 24: 13 cut or sold outQ2 24Q3 24: 25 bought or addedQ3 24: 15 cut or sold outQ4 24: 27 bought or addedQ4 24: 10 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 18 cut or sold outQ2 25: 29 bought or addedQ2 25: 18 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231715
Q4 20231719
Q1 20242213
Q2 20242313
Q3 20242515
Q4 20242710
Q1 20252918
Q2 20252918

Biggest buyers

ROYAL BANK OF CANADA Added +134,125+134.1k
OLD MISSION CAPITAL LLC New +71,024+71.0k
Foundations Investment Advisors, LLC Added +62,439+62.4k
JPMORGAN CHASE & CO New +15,122+15.1k
JOURNEY STRATEGIC WEALTH LLC Added +12,267+12.3k
Watchman Group, Inc. Added +11,782+11.8k
RAYMOND JAMES FINANCIAL INC New +7,735+7.7k
JANE STREET GROUP, LLC Added +5,992+6.0k
LongView Asset Management LLC Added +4,771+4.8k
Main Street Financial Solutions, LLC Added +3,746+3.7k

Biggest sellers

Destiny Wealth Partners, LLC Sold out -115,613-115.6k
Synergy Asset Management, LLC Sold out -73,402-73.4k
Private Advisor Group, LLC Reduced -15,796-15.8k
Brookwood Investment Group LLC Sold out -8,909-8.9k
STIFEL FINANCIAL CORP Sold out -7,286-7.3k
Castleview Partners, LLC Sold out -5,570-5.6k
CreativeOne Wealth, LLC Sold out -4,917-4.9k
PRIVATE TRUST CO NA Reduced -3,944-3.9k
Geneos Wealth Management Inc. Reduced -1,750-1.8k
Advyzon Investment Management, LLC Reduced -732-732

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 270,078270.1k $11.7m $11.7m 0.00% Added +134.1k +134,125
2 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 242,262242.3k $10.5m $10.5m 0.00% Added +411 +411
3 JOURNEY STRATEGIC WEALTH LLC 0.32% of their portfolio SUMMIT, NJ 225,525225.5k $9.7m $9.7m 0.32% Added +12.3k +12,267
4 Pinnacle Wealth Planning Services, Inc. 1.13% of their portfolio MANSFIELD, OH 199,254199.3k $8.6m $8.6m 1.13% Added +738 +738
5 Treasure Coast Financial Planning 3.12% of their portfolio VERO BEACH, FL 123,867123.9k $5.3m $5.3m 3.12% Added +953 +953
6 Foundations Investment Advisors, LLC 0.08% of their portfolio PHOENIX, AZ 115,315115.3k $5.0m $5.0m 0.08% Added +62.4k +62,439
7 Main Street Financial Solutions, LLC 0.31% of their portfolio NEWTOWN, PA 99,58399.6k $4.3m $4.3m 0.31% Added +3.7k +3,746
8 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 71,02471.0k $3.1m $3.1m 0.08% New
9 LongView Asset Management LLC 2.20% of their portfolio SANTA FE, NM 67,54767.5k $2.9m $2.9m 2.20% Added +4.8k +4,771
10 Watchman Group, Inc. 0.65% of their portfolio PLANO, TX 57,67057.7k $2.5m $2.5m 0.65% Added +11.8k +11,782
11 ARVEST INVESTMENTS, INC. 0.37% of their portfolio LOWELL, AR 56,67656.7k $2.4m $2.4m 0.37% Reduced -414 -414
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,76253.8k $2.3m $2.3m 0.00% Added +462 +462
13 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 30,42430.4k $1.3m $1.3m 0.02% Added +3.6k +3,606
14 1620 INVESTMENT ADVISORS, INC. 0.87% of their portfolio PLYMOUTH, MA 28,36928.4k $1.2m $1.2m 0.87% Added +881 +881
15 Note Advisors, LLC 0.77% of their portfolio BUFFALO, NY 25,64025.6k $1.1m $1.1m 0.77% Added +82 +82
16 SK Wealth Management, LLC 0.47% of their portfolio PROVIDENCE, RI 25,28125.3k $1.1m $1.1m 0.47% Reduced -49 -49
17 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 21,64621.6k $934.5k $934.5k 0.01% Reduced -15.8k -15,796
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,03220.0k $864.8k $864.8k 0.00% Reduced -707 -707
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,78316.8k $724.6k $724.6k 0.00% Added +6.0k +5,992
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,12215.1k $652.8k $652.8k 0.00% New
21 SENTINEL PENSION ADVISORS, LLC 0.11% of their portfolio WAKEFIELD, MA 14,95815.0k $645.8k $645.8k 0.11% Added +195 +195
22 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 11,56511.6k $499.3k $499.3k 0.01% Added +603 +603
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 7,7357.7k $333.9k $333.9k 0.00% New
24 Advyzon Investment Management, LLC 0.07% of their portfolio LISLE, IL 7,0747.1k $305.4k $305.4k 0.07% Reduced -732 -732
25 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,9647.0k $300.7k $300.7k 0.00% Reduced -519 -519
26 BlackDiamond Wealth Management, LLC 0.16% of their portfolio NEW YORK, NY 6,2916.3k $270.4k $270.4k 0.16% Added +32 +32
27 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,3645.4k $231.6k $231.6k 0.00% Added +1.9k +1,919
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,2345.2k $226.0k $226.0k 0.00% Added +94 +94
29 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,9473.9k $170.4k $170.4k 0.02% Reduced -3.9k -3,944
30 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,2191.2k $52.0k $52.0k 0.00% Added +6 +6
31 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 750750 $32.4k $32.4k 0.00% Reduced -1.8k -1,750
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 730730 $31.5k $31.5k 0.00% Added +87 +87
33 CWM, LLC 0.00% of their portfolio OMAHA, NE 595595 $26.0k $26.0k 0.00% Added +286 +286
34 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 264264 $11.4k $11.4k 0.00% Unchanged
35 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 239239 $10.3k $10.3k 0.00% Added +1 +1
36 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 165165 $7.1k $7.1k 0.00% Added +1 +1
37 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 126126 $5.4k $5.4k 0.00% Unchanged
38 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 101101 $4.4k $4.4k 0.00% New
39 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5757 $2.5k $2.5k 0.00% Unchanged
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2222 $966 $966 0.00% Added +22 +22
41 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 22 $54 $54 0.00% Unchanged
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged