Vault-13

SSGA ACTIVE TR EMTL

SPDR DBLELN EMRG · ETP · CUSIP 78470P309

52 institutional holders +5 vs Q3 2025
2,078,2142.1m shares reported held*
$90.0mreported value*
7 new 19 added 19 reduced 3 sold out net bought ≈ $3.5m (+80.1k 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 ≈ $43.32.

Trends to Q4 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: 42Q3 25: 47Q4 25: 5252Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202547
Q4 202552

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 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 25Q3 25: 25 bought or addedQ3 25: 15 cut or sold outQ4 25: 26 bought or addedQ4 25: 22 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242213
Q2 20242313
Q3 20242515
Q4 20242710
Q1 20252918
Q2 20252918
Q3 20252515
Q4 20252622

Biggest buyers

Foundations Investment Advisors, LLC Added +75,978+76.0k
FAGAN ASSOCIATES, INC. Added +49,238+49.2k
Bank of New York Mellon Corp Added +11,253+11.3k
RAYMOND JAMES FINANCIAL INC Added +7,098+7.1k
LongView Asset Management LLC Added +7,006+7.0k
Treasure Coast Financial Planning Added +6,716+6.7k
McAdam, LLC New +5,490+5.5k
Pinnacle Wealth Planning Services, Inc. Added +5,432+5.4k
CITADEL ADVISORS LLC New +5,161+5.2k
Note Advisors, LLC Added +3,733+3.7k

Biggest sellers

JOURNEY STRATEGIC WEALTH LLC Reduced -33,529-33.5k
SK Wealth Management, LLC Sold out -25,670-25.7k
OLD MISSION CAPITAL LLC Reduced -15,787-15.8k
JANE STREET GROUP, LLC Reduced -11,935-11.9k
Sanctuary Advisors, LLC Reduced -7,293-7.3k
Atria Investments, Inc Reduced -3,629-3.6k
BANK OF AMERICA CORP /DE/ Reduced -1,628-1.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,588-1.6k
BlackDiamond Wealth Management, LLC Reduced -1,241-1.2k
ROYAL BANK OF CANADA Reduced -899-899

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FAGAN ASSOCIATES, INC. 1.59% of their portfolio TROY, NY 276,023276.0k $12.0m $12.0m 1.59% Added +49.2k +49,238
2 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 257,559257.6k $11.2m $11.2m 0.00% Added +11.3k +11,253
3 Pinnacle Wealth Planning Services, Inc. 0.97% of their portfolio MANSFIELD, OH 213,812213.8k $9.3m $9.3m 0.97% Added +5.4k +5,432
4 Foundations Investment Advisors, LLC 0.12% of their portfolio PHOENIX, AZ 205,586205.6k $8.9m $8.9m 0.12% Added +76.0k +75,978
5 JOURNEY STRATEGIC WEALTH LLC 0.22% of their portfolio SUMMIT, NJ 196,333196.3k $8.5m $8.5m 0.22% Reduced -33.5k -33,529
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 142,714142.7k $6.2m $6.2m 0.00% Reduced -899 -899
7 Treasure Coast Financial Planning 3.10% of their portfolio VERO BEACH, FL 134,629134.6k $5.8m $5.8m 3.10% Added +6.7k +6,716
8 Main Street Financial Solutions, LLC 0.33% of their portfolio NEWTOWN, PA 101,598101.6k $4.4m $4.4m 0.33% Added +59 +59
9 LongView Asset Management LLC 2.54% of their portfolio SANTA FE, NM 84,06784.1k $3.6m $3.6m 2.54% Added +7.0k +7,006
10 Watchman Group, Inc. 0.65% of their portfolio PLANO, TX 62,82362.8k $2.7m $2.7m 0.65% Added +872 +872
11 ARVEST INVESTMENTS, INC. 0.34% of their portfolio LOWELL, AR 56,05556.1k $2.4m $2.4m 0.34% Reduced -20 -20
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,97754.0k $2.3m $2.3m 0.00% Reduced -1.6k -1,628
13 Note Advisors, LLC 0.68% of their portfolio BUFFALO, NY 30,64930.6k $1.3m $1.3m 0.68% Added +3.7k +3,733
14 1620 INVESTMENT ADVISORS, INC. 0.82% of their portfolio PLYMOUTH, MA 28,57028.6k $1.2m $1.2m 0.82% Reduced -435 -435
15 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 25,14525.1k $1.1m $1.1m 0.01% Reduced -3.6k -3,629
16 Shum Financial Group, Inc. 0.73% of their portfolio ALAMEDA, CA 23,43223.4k $1.0m $1.0m 0.73% Added +643 +643
17 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,31222.3k $966.4k $966.4k 0.00% Added +2.2k +2,211
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,56019.6k $847.2k $847.2k 0.00% Reduced -1.6k -1,588
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 18,02618.0k $780.8k $780.8k 0.00% Reduced -11.9k -11,935
20 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 16,06916.1k $696.0k $696.0k 0.03% Reduced -15.8k -15,787
21 SENTINEL PENSION ADVISORS, LLC 0.10% of their portfolio WAKEFIELD, MA 15,40215.4k $667.1k $667.1k 0.10% Added +251 +251
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 14,29714.3k $619.3k $619.3k 0.00% Added +7.1k +7,098
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 12,68512.7k $549.5k $549.5k 0.00% Reduced -471 -471
24 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 10,60610.6k $459.4k $459.4k 0.01% Reduced -135 -135
25 Advyzon Investment Management, LLC 0.05% of their portfolio LISLE, IL 9,1609.2k $396.8k $396.8k 0.05% Added +1.2k +1,201
26 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,0427.0k $305.0k $305.0k 0.00% Reduced -7.3k -7,293
27 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,4576.5k $279.7k $279.7k 0.00% Reduced -46 -46
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,2706.3k $271.6k $271.6k 0.00% Reduced -16 -16
29 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 5,4905.5k $237.8k $237.8k 0.01% New
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,1615.2k $223.5k $223.5k 0.00% New
31 BlackDiamond Wealth Management, LLC 0.10% of their portfolio NEW YORK, NY 4,8694.9k $209.8k $209.8k 0.10% Reduced -1.2k -1,241
32 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 3,9473.9k $171.0k $171.0k 0.01% Unchanged
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,3552.4k $102.0k $102.0k 0.00% Added +1.2k +1,231
34 Collier Financial 0.03% of their portfolio DENVER, CO 909909 $39.4k $39.4k 0.03% Reduced -1 -1
35 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 853853 $36.9k $36.9k 0.00% New
36 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 750750 $32.5k $32.5k 0.00% Unchanged
37 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 672672 $29.1k $29.1k 0.00% Reduced -53 -53
38 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 481481 $20.8k $20.8k 0.00% New
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 353353 $15.3k $15.3k 0.00% Reduced -635 -635
40 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 343343 $14.9k $14.9k 0.00% New
41 CWM, LLC 0.00% of their portfolio OMAHA, NE 323323 $14.0k $14.0k 0.00% Added +6 +6
42 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 242242 $10.5k $10.5k 0.00% Added +2 +2
43 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 144144 $6.2k $6.2k 0.00% Added +2 +2
44 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 126126 $5.5k $5.5k 0.00% Unchanged
45 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 101101 $4.4k $4.4k 0.00% Unchanged
46 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 7171 $3.1k $3.1k 0.00% Unchanged
47 Godfrey Financial Associates, Inc. 0.00% of their portfolio GLENMONT, NY 6262 $2.7k $2.7k 0.00% First filing
48 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 5757 $2.5k $2.5k 0.00% Unchanged
49 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 3737 $1.6k $1.6k 0.00% New
50 FLAGSHIP HARBOR ADVISORS, LLC 0.00% of their portfolio BOSTON, MA 88 $366 $366 0.00% New
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $39 $39 0.00% Added +1 +1
52 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 11 $54 $54 0.00% Reduced -1 -1