Vault-13

SSGA ACTIVE TR XLSR

SPDR SSGA US SCT · ETP · CUSIP 78470P408

115 institutional holders +2 vs Q2 2025
13,232,87713.2m shares reported held*
$785.8mreported value*
13 new 44 added 44 reduced 10 sold out net bought ≈ $22.3m (+390.2k 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 ($19.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.39.

Trends to Q3 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: 113Q3 25: 115115Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 37 bought or addedQ4 23: 30 cut or sold outQ1 24: 54 bought or addedQ1 24: 31 cut or sold outQ1 24Q2 24: 47 bought or addedQ2 24: 44 cut or sold outQ3 24: 61 bought or addedQ3 24: 32 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 44 cut or sold outQ1 25: 70 bought or addedQ1 25: 32 cut or sold outQ1 25Q2 25: 59 bought or addedQ2 25: 45 cut or sold outQ3 25: 57 bought or addedQ3 25: 54 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233730
Q1 20245431
Q2 20244744
Q3 20246132
Q4 20244844
Q1 20257032
Q2 20255945
Q3 20255754

Biggest buyers

Aspire Private Capital, LLC Added +215,167+215.2k
ENVESTNET ASSET MANAGEMENT INC Added +200,621+200.6k
Sanctuary Advisors, LLC Added +114,038+114.0k
Summit Financial, LLC New +103,205+103.2k
Envestnet Portfolio Solutions, Inc. Added +62,761+62.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +33,583+33.6k
RAYMOND JAMES FINANCIAL INC Added +30,935+30.9k
LPL Financial LLC Added +30,714+30.7k
Virtue Capital Management, LLC New +30,030+30.0k
Austin Private Wealth, LLC Added +28,558+28.6k

Biggest sellers

Foundations Investment Advisors, LLC Sold out -209,026-209.0k
Hibernia Wealth Partners, LLC Reduced -201,321-201.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -56,169-56.2k
TWO SIGMA INVESTMENTS, LP Sold out -48,200-48.2k
Sharkey, Howes & Javer Reduced -31,633-31.6k
CROBAN Reduced -18,595-18.6k
ROYAL BANK OF CANADA Reduced -13,113-13.1k
Bison Wealth, LLC Sold out -12,948-12.9k
AXXCESS WEALTH MANAGEMENT, LLC Reduced -9,614-9.6k
Midwest Financial Network, LLC Reduced -8,649-8.6k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 4,620,8634.6m $275.4m $275.4m 0.08% Added +30.7k +30,714
2 Envestnet Portfolio Solutions, Inc. 0.43% of their portfolio BERWYN, PA 1,969,9852.0m $117.4m $117.4m 0.43% Added +62.8k +62,761
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,840,2661.8m $109.7m $109.7m 0.03% Added +200.6k +200,621
4 PARK AVENUE SECURITIES LLC 0.21% of their portfolio NEW YORK, NY 461,921461.9k $27.5m $27.5m 0.21% Added +18.5k +18,509
5 Aspire Private Capital, LLC 2.84% of their portfolio Cornelius, NC 438,917438.9k $25.1m $25.1m 2.84% Added +215.2k +215,167
6 Austin Private Wealth, LLC 1.53% of their portfolio Austin, TX 332,642332.6k $19.8m $19.8m 1.53% Added +28.6k +28,558
7 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 288,593288.6k $17.2m $17.2m 0.08% Added +2.7k +2,704
8 LANDMARK WEALTH MANAGEMENT, INC. 6.29% of their portfolio NORMAL, IL 270,204270.2k $16.1m $16.1m 6.29% Added +5.7k +5,702
9 Mariner, LLC 0.02% of their portfolio Overland Park, KS 244,612244.6k $14.6m $14.6m 0.02% Added +6.6k +6,633
10 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 228,160228.2k $12.6m $12.6m 0.04% Added +114.0k +114,038
11 Hibernia Wealth Partners, LLC 8.38% of their portfolio BATON ROUGE, LA 219,325219.3k $13.1m $13.1m 8.38% Reduced -201.3k -201,321
12 Signal Advisors Wealth, LLC 1.05% of their portfolio DETROIT, MI 194,768194.8k $11.6m $11.6m 1.05% Added +6.3k +6,296
13 HARBOUR INVESTMENTS, INC. 0.25% of their portfolio MADISON, WI 184,030184.0k $11.0m $11.0m 0.25% Added +11.6k +11,628
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 153,867153.9k $9.2m $9.2m 0.01% Added +16.3k +16,292
15 Sharkey, Howes & Javer 1.03% of their portfolio DENVER, CO 134,452134.5k $8.0m $8.0m 1.03% Reduced -31.6k -31,633
16 Raleigh Capital Management Inc. 2.89% of their portfolio CARY, NC 127,532127.5k $7.6m $7.6m 2.89% Reduced -2.8k -2,806
17 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 127,124127.1k $7.6m $7.6m 0.05% Added +9.8k +9,813
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 119,112119.1k $7.1m $7.1m 0.01% Added +12.5k +12,492
19 CreativeOne Wealth, LLC 0.16% of their portfolio OVERLAND PARK, KS 108,538108.5k $6.5m $6.5m 0.16% Added +3.7k +3,695
20 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 103,205103.2k $6.2m $6.2m 0.09% New
21 AXXCESS WEALTH MANAGEMENT, LLC 0.11% of their portfolio CARLSBAD, CA 85,66885.7k $5.1m $5.1m 0.11% Reduced -9.6k -9,614
22 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 75,91975.9k $4.5m $4.5m 0.02% Reduced -1.5k -1,539
23 Global Financial Private Client, LLC 1.32% of their portfolio Sarasota, FL 62,05162.1k $3.7m $3.7m 1.32% Added +6.7k +6,739
24 International Private Wealth Advisors LLC 2.30% of their portfolio SAN DIEGO, CA 61,22761.2k $3.6m $3.6m 2.30% Added +3.1k +3,136
25 NOVUS ADVISORS, LLC 7.77% of their portfolio GREENVILLE, SC 56,75056.8k $3.4m $3.4m 7.77% Reduced -224 -224
26 GeoWealth Management, LLC 0.12% of their portfolio CHICAGO, IL 56,14856.1k $3.3m $3.3m 0.12% Reduced -2.6k -2,581
27 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 50,37850.4k $3.0m $3.0m 0.01% Added +19.5k +19,515
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 49,52949.5k $3.0m $3.0m 0.00% Added +1.4k +1,437
29 Outlook Wealth Advisors, LLC 0.55% of their portfolio SHENANDOAH, TX 37,11437.1k $2.2m $2.2m 0.55% Reduced -2.0k -1,988
30 LOCKERMAN FINANCIAL GROUP, INC. 2.78% of their portfolio NEWPORT BEACH, CA 36,95737.0k $2.2m $2.2m 2.78% Reduced -139 -139
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 36,12436.1k $2.2m $2.2m 0.00% Added +30.9k +30,935
32 Worth Financial Advisory Group, LLC 1.19% of their portfolio CHARLOTTE, NC 35,67335.7k $2.1m $2.1m 1.19% Added +540 +540
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 35,25235.3k $2.1m $2.1m 0.00% Added +33.6k +33,583
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 30,79830.8k $1.8m $1.8m 0.01% Reduced -3.1k -3,071
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,46030.5k $1.8m $1.8m 0.00% Added +25.9k +25,933
36 Virtue Capital Management, LLC 0.14% of their portfolio BRENTWOOD, TN 30,03030.0k $848.0k $848.0k 0.14% New
37 IAMS WEALTH MANAGEMENT, LLC 0.69% of their portfolio OMAHA, NE 28,73028.7k $1.7m $1.7m 0.69% Reduced -1.3k -1,328
38 Balboa Wealth Partners 0.29% of their portfolio SCOTTSDALE, AZ 28,60628.6k $1.7m $1.7m 0.29% Reduced -1.1k -1,104
39 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 28,53828.5k $1.7m $1.7m 0.01% Added +861 +861
40 Apella Capital, LLC 0.04% of their portfolio WEST HARTFORD, CT 27,78027.8k $1.7m $1.7m 0.04% Reduced -488 -488
41 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 27,02627.0k $1.6m $1.6m 0.01% Added +407 +407
42 Hilltop Holdings Inc. 0.07% of their portfolio DALLAS, TX 22,22822.2k $1.3m $1.3m 0.07% Reduced -1.1k -1,137
43 October Effect Ltd 1.16% of their portfolio VIRGINIA BEACH, VA 17,66717.7k $1.1m $1.1m 1.16% Reduced -399 -399
44 Midwest Financial Network, LLC 0.84% of their portfolio TINLEY PARK, IL 17,33817.3k $1.0m $1.0m 0.84% Reduced -8.6k -8,649
45 Lokken Investment Group LLC 0.34% of their portfolio LEWES, DE 16,85116.9k $1.0m $1.0m 0.34% Reduced -761 -761
46 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 15,98816.0k $953.0k $953.0k 0.03% Added +606 +606
47 Spectrum Planning & Advisory Services Inc. 0.53% of their portfolio SAN DIEGO, CA 15,82115.8k $943.1k $943.1k 0.53% Reduced -117 -117
48 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.40% of their portfolio Pittsburgh, PA 15,56015.6k $927.5k $927.5k 0.40% Added +4.3k +4,285
49 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 14,93914.9k $890.5k $890.5k 0.03% Added +679 +679
50 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 13,53013.5k $806.5k $806.5k 0.03% Reduced -67 -67
51 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 13,50413.5k $805.0k $805.0k 0.01% Added +54 +54
52 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,36713.4k $796.9k $796.9k 0.01% Reduced -1.1k -1,120
53 Spinnaker Investment Group, LLC 0.14% of their portfolio Newport Beach, CA 12,15012.2k $724.3k $724.3k 0.14% New
54 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 12,14512.1k $724.0k $724.0k 0.05% Added +19 +19
55 Capital Asset Advisory Services LLC 0.03% of their portfolio Williamston, MI 12,03012.0k $717.1k $717.1k 0.03% Reduced -310 -310
56 Richard W. Paul & Associates, LLC 0.24% of their portfolio NOVI, MI 11,79711.8k $703.2k $703.2k 0.24% Reduced -205 -205
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,59111.6k $690.9k $690.9k 0.00% New
58 Triumph Capital Management 0.18% of their portfolio DENVER, CO 11,29711.3k $673.4k $673.4k 0.18% Added +105 +105
59 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,90310.9k $650.0k $650.0k 0.00% Reduced -13.1k -13,113
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,80610.8k $644.1k $644.1k 0.00% Reduced -126 -126
61 Kelly Financial Services LLC 0.16% of their portfolio BRAINTREE, MA 10,60510.6k $632.2k $632.2k 0.16% Reduced -331 -331
62 Capital CS Group, LLC 1.03% of their portfolio IRVINE, CA 10,53110.5k $627.8k $627.8k 1.03% Added +1.2k +1,172
63 FWG Investments, LLC. 0.40% of their portfolio LEXINGTON, KY 9,7099.7k $578.8k $578.8k 0.40% Reduced -2.3k -2,253
64 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,4989.5k $566.0k $566.0k 0.00% Reduced -56.2k -56,169
65 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 9,1809.2k $547.2k $547.2k 0.04% Added +6.6k +6,635
66 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 8,2458.2k $491.5k $491.5k 0.01% New
67 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 8,0498.0k $479.8k $479.8k 0.01% Added +273 +273
68 True Vision MN LLC 0.23% of their portfolio WOODBURY, MN 7,4837.5k $446.1k $446.1k 0.23% Reduced -76 -76
69 First Heartland Consultants, Inc. 0.04% of their portfolio LAKE ST. LOUIS, MO 7,3267.3k $436.8k $436.8k 0.04% Added +461 +461
70 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,8656.9k $409.2k $409.2k 0.00% Reduced -121 -121
71 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 6,8656.9k $409.2k $409.2k 0.01% Added +1 +1
72 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8406.8k $407.7k $407.7k 0.00% Unchanged
73 SILVERLAKE WEALTH MANAGEMENT LLC 0.10% of their portfolio WILLISTON, VT 6,7756.8k $403.8k $403.8k 0.10% Reduced -59 -59
74 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 6,6556.7k $396.7k $396.7k 0.01% Reduced -187 -187
75 J2 Capital Management Inc 0.30% of their portfolio TROY, MI 6,5806.6k $392.2k $392.2k 0.30% Added +2.4k +2,357
76 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 6,3156.3k $374.0k $374.0k 0.02% Added +944 +944
77 Kraft, Davis & Associates, LLC 0.09% of their portfolio St. Louis, MO 5,9906.0k $360.9k $360.9k 0.09% Added +45 +45
78 Castleview Partners, LLC 0.19% of their portfolio DALLAS, TX 5,8915.9k $351.2k $351.2k 0.19% Added +4 +4
79 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 5,4085.4k $328.0k $328.0k 0.02% Unchanged
80 Balefire, LLC 0.06% of their portfolio DALLAS, TX 5,2715.3k $314.2k $314.2k 0.06% Reduced -177 -177
81 Maia Wealth LLC 0.05% of their portfolio DENVER, CO 5,1765.2k $318.4k $318.4k 0.05% Reduced -543 -543
82 CROBAN 0.20% of their portfolio FREMONT, OH 4,9915.0k $297.5k $297.5k 0.20% Reduced -18.6k -18,595
83 M1 Capital Management LLC 0.12% of their portfolio TROY, MI 4,8554.9k $289.4k $289.4k 0.12% Reduced -226 -226
84 PRIVATE CLIENT SERVICES, LLC 0.08% of their portfolio LOUISVILLE, KY 4,1944.2k $250.0k $250.0k 0.08% Reduced -1.6k -1,596
85 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,1944.2k $250.0k $250.0k 0.00% New
86 EVOLUTION WEALTH MANAGEMENT INC. 0.24% of their portfolio FORT MYERS, FL 3,8723.9k $230.8k $230.8k 0.24% Unchanged
87 Patriot Financial Group Insurance Agency, LLC 0.03% of their portfolio Westborough, MA 3,7623.8k $224.3k $224.3k 0.03% Reduced -100 -100
88 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,6923.7k $220.1k $220.1k 0.00% New
89 MeadowBrook Investment Advisors LLC 0.13% of their portfolio Livonia, MI 2,5092.5k $149.6k $149.6k 0.13% Unchanged
90 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,9421.9k $115.8k $115.8k 0.01% Added +369 +369
91 RICHARDSON FINANCIAL SERVICES INC. 0.06% of their portfolio MEDWAY, MA 1,7241.7k $102.8k $102.8k 0.06% Reduced -385 -385
92 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,7141.7k $102.2k $102.2k 0.00% Reduced -38 -38
93 TD Capital Management LLC 0.01% of their portfolio MEMPHIS, TN 1,3651.4k $81.4k $81.4k 0.01% Unchanged
94 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,1501.1k $68.6k $68.6k 0.00% Unchanged
95 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0821.1k $64.5k $64.5k 0.00% New
96 Stone House Investment Management, LLC 0.01% of their portfolio TUNKHANNOCK, PA 959959 $57.1k $57.1k 0.01% New
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 760760 $45.3k $45.3k 0.00% Reduced -3.3k -3,301
98 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 605605 $36.1k $36.1k 0.00% Reduced -16 -16
99 Covestor Ltd 0.02% of their portfolio LONDON, X0 567567 $34.0k $34.0k 0.02% Added +10 +10
100 Frazier Financial Advisors, LLC 0.02% of their portfolio COLUMBUS, OH 560560 $33.4k $33.4k 0.02% Reduced -152 -152