Vault-13

SSGA ACTIVE TR XLSR

SPDR SSGA US SCT · ETP · CUSIP 78470P408

113 institutional holders +3 vs Q1 2025
13,052,98913.1m shares reported held*
$716.9mreported value*
9 new 50 added 36 reduced 9 sold out net bought ≈ $61.5m (+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 ($6.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.92.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 63Q4 22: 60Q1 23: 63Q2 23: 69Q3 23: 70Q4 23: 83Q1 24: 87Q2 24: 92Q3 24: 93Q4 24: 105Q1 25: 110Q2 25: 113113Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202263
Q4 202260
Q1 202363
Q2 202369
Q3 202370
Q4 202383
Q1 202487
Q2 202492
Q3 202493
Q4 2024105
Q1 2025110
Q2 2025113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 39 bought or addedQ3 23: 27 cut or sold outQ4 23: 37 bought or addedQ4 23: 30 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 31 cut or sold outQ2 24: 47 bought or addedQ2 24: 44 cut or sold outQ2 24Q3 24: 61 bought or addedQ3 24: 32 cut or sold outQ4 24: 48 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 70 bought or addedQ1 25: 32 cut or sold outQ2 25: 59 bought or addedQ2 25: 45 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233927
Q4 20233730
Q1 20245431
Q2 20244744
Q3 20246132
Q4 20244844
Q1 20257032
Q2 20255945

Biggest buyers

LPL Financial LLC Added +257,071+257.1k
Hibernia Wealth Partners, LLC Added +209,154+209.2k
ENVESTNET ASSET MANAGEMENT INC Added +177,767+177.8k
Envestnet Portfolio Solutions, Inc. Added +159,209+159.2k
Austin Private Wealth, LLC Added +125,819+125.8k
TWO SIGMA INVESTMENTS, LP New +48,200+48.2k
MML INVESTORS SERVICES, LLC New +30,863+30.9k
Merit Financial Group, LLC New +26,619+26.6k
Cetera Investment Advisers Added +24,381+24.4k
Mariner, LLC Added +20,941+20.9k

Biggest sellers

Atria Wealth Solutions, Inc. Sold out -23,915-23.9k
Virtu Financial LLC Sold out -20,512-20.5k
NorthRock Partners, LLC Reduced -14,433-14.4k
JANE STREET GROUP, LLC Sold out -11,768-11.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -11,484-11.5k
TOWNSQUARE CAPITAL LLC Sold out -8,253-8.3k
Aspire Private Capital, LLC Reduced -7,132-7.1k
Kingsview Wealth Management, LLC Reduced -5,852-5.9k
AXXCESS WEALTH MANAGEMENT, LLC Reduced -5,381-5.4k
GREAT VALLEY ADVISOR GROUP, INC. Sold out -4,962-5.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 4,590,1494.6m $252.1m $252.1m 0.08% Added +257.1k +257,071
2 Envestnet Portfolio Solutions, Inc. 0.39% of their portfolio BERWYN, PA 1,907,2241.9m $104.7m $104.7m 0.39% Added +159.2k +159,209
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,639,6451.6m $90.0m $90.0m 0.03% Added +177.8k +177,767
4 PARK AVENUE SECURITIES LLC 0.22% of their portfolio NEW YORK, NY 443,412443.4k $24.4m $24.4m 0.22% Added +12.5k +12,489
5 Hibernia Wealth Partners, LLC 8.42% of their portfolio BATON ROUGE, LA 420,646420.6k $23.1m $23.1m 8.42% Added +209.2k +209,154
6 Austin Private Wealth, LLC 1.32% of their portfolio Austin, TX 304,084304.1k $16.7m $16.7m 1.32% Added +125.8k +125,819
7 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 285,889285.9k $15.7m $15.7m 0.08% Added +7.1k +7,117
8 LANDMARK WEALTH MANAGEMENT, INC. 6.22% of their portfolio NORMAL, IL 264,502264.5k $14.5m $14.5m 6.22% Added +10.9k +10,858
9 Mariner, LLC 0.02% of their portfolio Overland Park, KS 237,979238.0k $13.1m $13.1m 0.02% Added +20.9k +20,941
10 Aspire Private Capital, LLC 2.86% of their portfolio Cornelius, NC 223,750223.8k $12.3m $12.3m 2.86% Reduced -7.1k -7,132
11 Foundations Investment Advisors, LLC 0.18% of their portfolio PHOENIX, AZ 209,026209.0k $11.5m $11.5m 0.18% Added +19.4k +19,425
12 Signal Advisors Wealth, LLC 0.81% of their portfolio DETROIT, MI 188,472188.5k $10.4m $10.4m 0.81% Added +16.4k +16,423
13 HARBOUR INVESTMENTS, INC. 0.24% of their portfolio MADISON, WI 172,402172.4k $9.5m $9.5m 0.24% Reduced -259 -259
14 Sharkey, Howes & Javer 1.22% of their portfolio DENVER, CO 166,085166.1k $9.1m $9.1m 1.22% Added +5.1k +5,071
15 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 137,575137.6k $7.6m $7.6m 0.01% Added +24.4k +24,381
16 Raleigh Capital Management Inc. 3.00% of their portfolio CARY, NC 130,338130.3k $7.2m $7.2m 3.00% Added +3.0k +2,988
17 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 117,311117.3k $6.4m $6.4m 0.05% Added +11.4k +11,361
18 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 114,122114.1k $6.3m $6.3m 0.04% Added +1.7k +1,710
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 106,620106.6k $5.9m $5.9m 0.01% Added +16.4k +16,380
20 CreativeOne Wealth, LLC 0.15% of their portfolio OVERLAND PARK, KS 104,843104.8k $5.8m $5.8m 0.15% Added +5.9k +5,875
21 AXXCESS WEALTH MANAGEMENT, LLC 0.13% of their portfolio CARLSBAD, CA 95,28295.3k $5.2m $5.2m 0.13% Reduced -5.4k -5,381
22 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 77,45877.5k $4.3m $4.3m 0.02% Added +11.6k +11,630
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 65,66765.7k $3.6m $3.6m 0.00% Reduced -625 -625
24 GeoWealth Management, LLC 0.13% of their portfolio CHICAGO, IL 58,72958.7k $3.2m $3.2m 0.13% Reduced -132 -132
25 International Private Wealth Advisors LLC 2.74% of their portfolio SAN DIEGO, CA 58,09158.1k $3.2m $3.2m 2.74% Added +2.7k +2,691
26 NOVUS ADVISORS, LLC 4.77% of their portfolio GREENVILLE, SC 56,97457.0k $3.1m $3.1m 4.77% Reduced -700 -700
27 Global Financial Private Client, LLC 1.14% of their portfolio Sarasota, FL 55,31255.3k $3.0m $3.0m 1.14% Added +4.2k +4,235
28 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 48,20048.2k $2.6m $2.6m 0.00% New
29 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 48,09248.1k $2.6m $2.6m 0.00% Reduced -2.8k -2,757
30 Outlook Wealth Advisors, LLC 0.55% of their portfolio SHENANDOAH, TX 39,10239.1k $2.1m $2.1m 0.55% Reduced -585 -585
31 LOCKERMAN FINANCIAL GROUP, INC. 2.74% of their portfolio NEWPORT BEACH, CA 37,09637.1k $2.0m $2.0m 2.74% Added +2.3k +2,305
32 Worth Financial Advisory Group, LLC 1.18% of their portfolio CHARLOTTE, NC 35,13335.1k $1.9m $1.9m 1.18% Reduced -1 -1
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 33,86933.9k $1.9m $1.9m 0.01% Reduced -78 -78
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,86330.9k $1.7m $1.7m 0.00% New
35 IAMS WEALTH MANAGEMENT, LLC 0.76% of their portfolio OMAHA, NE 30,05830.1k $1.7m $1.7m 0.76% Added +994 +994
36 Balboa Wealth Partners 0.33% of their portfolio SCOTTSDALE, AZ 29,71029.7k $1.6m $1.6m 0.33% Reduced -799 -799
37 Apella Capital, LLC 0.04% of their portfolio WEST HARTFORD, CT 28,26828.3k $1.6m $1.6m 0.04% Added +24 +24
38 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 27,67727.7k $1.5m $1.5m 0.01% Added +156 +156
39 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 26,61926.6k $1.5m $1.5m 0.02% New
40 Midwest Financial Network, LLC 1.42% of their portfolio TINLEY PARK, IL 25,98726.0k $1.4m $1.4m 1.42% Reduced -2.6k -2,566
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 24,01624.0k $1.3m $1.3m 0.00% Added +2.6k +2,613
42 CROBAN 1.11% of their portfolio FREMONT, OH 23,58623.6k $1.3m $1.3m 1.11% Added +1.1k +1,091
43 Hilltop Holdings Inc. 0.08% of their portfolio DALLAS, TX 23,36523.4k $1.3m $1.3m 0.08% Added +36 +36
44 October Effect Ltd 1.20% of their portfolio VIRGINIA BEACH, VA 18,06618.1k $992.2k $992.2k 1.20% First filing
45 Lokken Investment Group LLC 0.37% of their portfolio LEWES, DE 17,61217.6k $967.2k $967.2k 0.37% Reduced -465 -465
46 Spectrum Planning & Advisory Services Inc. 0.57% of their portfolio SAN DIEGO, CA 15,93815.9k $875.3k $875.3k 0.57% Added +348 +348
47 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 15,38215.4k $857.9k $857.9k 0.03% Added +4.5k +4,457
48 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 14,48714.5k $795.7k $795.7k 0.01% New
49 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 14,26014.3k $783.2k $783.2k 0.03% Reduced -1.0k -1,014
50 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 13,59713.6k $746.8k $746.8k 0.03% Reduced -18 -18
51 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 13,45013.4k $738.7k $738.7k 0.01% Added +493 +493
52 Bison Wealth, LLC 0.06% of their portfolio ATLANTA, GA 12,94812.9k $711.1k $711.1k 0.06% Reduced -2.2k -2,200
53 Capital Asset Advisory Services LLC 0.03% of their portfolio Williamston, MI 12,34012.3k $677.5k $677.5k 0.03% Reduced -2.1k -2,071
54 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 12,12612.1k $666.0k $666.0k 0.06% Added +43 +43
55 Richard W. Paul & Associates, LLC 0.24% of their portfolio NOVI, MI 12,00212.0k $659.1k $659.1k 0.24% Reduced -735 -735
56 FWG Investments, LLC. 0.50% of their portfolio LEXINGTON, KY 11,96212.0k $656.9k $656.9k 0.50% Reduced -426 -426
57 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.31% of their portfolio Pittsburgh, PA 11,27511.3k $619.3k $619.3k 0.31% Added +715 +715
58 Triumph Capital Management 0.18% of their portfolio DENVER, CO 11,19211.2k $614.7k $614.7k 0.18% Added +25 +25
59 Kelly Financial Services LLC 0.18% of their portfolio BRAINTREE, MA 10,93610.9k $600.6k $600.6k 0.18% Reduced -544 -544
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,93210.9k $600.4k $600.4k 0.00% Added +551 +551
61 Capital CS Group, LLC 0.84% of their portfolio IRVINE, CA 9,3599.4k $514.0k $514.0k 0.84% Reduced -707 -707
62 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 7,7767.8k $427.1k $427.1k 0.01% Reduced -1.8k -1,757
63 True Vision MN LLC 0.23% of their portfolio WOODBURY, MN 7,5597.6k $415.1k $415.1k 0.23% Reduced -4 -4
64 FSA Advisors, Inc. 0.34% of their portfolio TROY, MI 7,5117.5k $412.5k $412.5k 0.34% Added +36 +36
65 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,9867.0k $383.7k $383.7k 0.00% Added +515 +515
66 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 6,8656.9k $377.0k $377.0k 0.03% New
67 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 6,8646.9k $377.0k $377.0k 0.01% Reduced -14.4k -14,433
68 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 6,8426.8k $375.8k $375.8k 0.01% Reduced -11 -11
69 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8406.8k $375.7k $375.7k 0.00% Unchanged
70 SILVERLAKE WEALTH MANAGEMENT LLC 0.11% of their portfolio WILLISTON, VT 6,8346.8k $375.3k $375.3k 0.11% Reduced -2.2k -2,179
71 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 6,6816.7k $366.9k $366.9k 0.00% Unchanged
72 Fort Point Capital Partners LLC 0.04% of their portfolio San Francisco, CA 6,6576.7k $365.6k $365.6k 0.04% Added +2 +2
73 Kraft, Davis & Associates, LLC 0.09% of their portfolio St. Louis, MO 5,9455.9k $333.9k $333.9k 0.09% Added +889 +889
74 Castleview Partners, LLC 0.21% of their portfolio DALLAS, TX 5,8875.9k $323.3k $323.3k 0.21% Added +81 +81
75 PRIVATE CLIENT SERVICES, LLC 0.12% of their portfolio LOUISVILLE, KY 5,7905.8k $318.0k $318.0k 0.12% Reduced -1.0k -1,034
76 Maia Wealth LLC 0.06% of their portfolio DENVER, CO 5,7195.7k $314.1k $314.1k 0.06% Reduced -25 -25
77 Balefire, LLC 0.07% of their portfolio DALLAS, TX 5,4485.4k $299.2k $299.2k 0.07% Reduced -70 -70
78 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 5,4085.4k $303.0k $303.0k 0.02% Unchanged
79 Smartleaf Asset Management LLC 0.03% of their portfolio BOSTON, MA 5,3715.4k $293.6k $293.6k 0.03% Added +855 +855
80 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,1895.2k $285.0k $285.0k 0.00% New
81 M1 Capital Management LLC 0.14% of their portfolio TROY, MI 5,0815.1k $279.1k $279.1k 0.14% Reduced -577 -577
82 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 4,6354.6k $254.6k $254.6k 0.00% Reduced -5.9k -5,852
83 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,5274.5k $248.7k $248.7k 0.00% Reduced -815 -815
84 J2 Capital Management Inc 0.18% of their portfolio TROY, MI 4,2234.2k $231.9k $231.9k 0.18% Reduced -18 -18
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,0614.1k $223.0k $223.0k 0.00% Reduced -2.5k -2,517
86 EVOLUTION WEALTH MANAGEMENT INC. 0.26% of their portfolio FORT MYERS, FL 3,8723.9k $212.7k $212.7k 0.26% First filing
87 Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio Westborough, MA 3,8623.9k $212.1k $212.1k 0.02% New
88 MARIPAU WEALTH MANAGEMENT LLC 0.11% of their portfolio FORT WAYNE, IN 3,8463.8k $211.2k $211.2k 0.11% Reduced -164 -164
89 Transce3nd, LLC 0.09% of their portfolio BUDA, TX 3,7863.8k $207.9k $207.9k 0.09% Added +302 +302
90 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 2,5452.5k $139.8k $139.8k 0.01% Added +1.0k +1,005
91 MeadowBrook Investment Advisors LLC 0.12% of their portfolio Livonia, MI 2,5092.5k $137.8k $137.8k 0.12% Unchanged
92 RICHARDSON FINANCIAL SERVICES INC. 0.08% of their portfolio MEDWAY, MA 2,1092.1k $115.8k $115.8k 0.08% Unchanged
93 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,7521.8k $96.2k $96.2k 0.00% Added +328 +328
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,6691.7k $91.7k $91.7k 0.00% Added +425 +425
95 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,5731.6k $86.4k $86.4k 0.01% Added +574 +574
96 TD Capital Management LLC 0.01% of their portfolio MEMPHIS, TN 1,3651.4k $75.0k $75.0k 0.01% Unchanged
97 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,1501.1k $63.2k $63.2k 0.00% New
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0901.1k $59.9k $59.9k 0.00% Added +134 +134
99 Frazier Financial Advisors, LLC 0.03% of their portfolio COLUMBUS, OH 712712 $39.1k $39.1k 0.03% Added +1 +1
100 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 621621 $34.1k $34.1k 0.00% Added +351 +351