Vault-13

SSGA ACTIVE TR XLSR

SPDR SSGA US SCT · ETP · CUSIP 78470P408

133 institutional holders +18 vs Q3 2025
14,027,12814.0m shares reported held*
$873.5mreported value*
17 new 46 added 49 reduced 5 sold out net bought ≈ $18.7m (+286.6k 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 ($6.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.27.

Trends to Q4 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: 115Q4 25: 133133Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025133

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 57 bought or addedQ3 25: 54 cut or sold outQ4 25: 63 bought or addedQ4 25: 54 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245431
Q2 20244744
Q3 20246132
Q4 20244844
Q1 20257032
Q2 20255945
Q3 20255754
Q4 20256354

Biggest buyers

Hibernia Wealth Partners, LLC Added +201,647+201.6k
ENVESTNET ASSET MANAGEMENT INC Added +83,850+83.8k
Envestnet Portfolio Solutions, Inc. Added +68,680+68.7k
Kestra Advisory Services, LLC Added +56,641+56.6k
LPL Financial LLC Added +55,879+55.9k
Mariner, LLC Added +41,937+41.9k
MML INVESTORS SERVICES, LLC Added +28,674+28.7k
PARK AVENUE SECURITIES LLC Added +24,584+24.6k
PRINCIPAL SECURITIES, INC. Added +23,372+23.4k
World Investment Advisors New +20,957+21.0k

Biggest sellers

Aspire Private Capital, LLC Reduced -233,468-233.5k
Sanctuary Advisors, LLC Reduced -128,369-128.4k
Sharkey, Howes & Javer Reduced -37,281-37.3k
Virtue Capital Management, LLC Reduced -26,542-26.5k
HARBOUR INVESTMENTS, INC. Reduced -24,821-24.8k
Merit Financial Group, LLC Reduced -23,595-23.6k
NewEdge Advisors, LLC Reduced -22,821-22.8k
AXXCESS WEALTH MANAGEMENT, LLC Reduced -11,296-11.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -6,359-6.4k
VestGen Advisors, LLC Reduced -5,289-5.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 4,676,7424.7m $291.4m $291.4m 0.08% Added +55.9k +55,879
2 Envestnet Portfolio Solutions, Inc. 0.45% of their portfolio BERWYN, PA 2,038,6652.0m $127.0m $127.0m 0.45% Added +68.7k +68,680
3 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,924,1161.9m $119.9m $119.9m 0.04% Added +83.8k +83,850
4 PARK AVENUE SECURITIES LLC 0.26% of their portfolio NEW YORK, NY 486,505486.5k $30.3m $30.3m 0.26% Added +24.6k +24,584
5 Hibernia Wealth Partners, LLC 7.90% of their portfolio BATON ROUGE, LA 420,972421.0k $26.2m $26.2m 7.90% Added +201.6k +201,647
6 Austin Private Wealth, LLC 1.60% of their portfolio Austin, TX 342,395342.4k $21.3m $21.3m 1.60% Added +9.8k +9,753
7 Mariner, LLC 0.02% of their portfolio Overland Park, KS 286,549286.5k $17.9m $17.9m 0.02% Added +41.9k +41,937
8 LANDMARK WEALTH MANAGEMENT, INC. 6.39% of their portfolio NORMAL, IL 271,382271.4k $16.9m $16.9m 6.39% Added +1.2k +1,178
9 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 265,772265.8k $16.6m $16.6m 0.06% Reduced -22.8k -22,821
10 Aspire Private Capital, LLC 2.85% of their portfolio Cornelius, NC 205,449205.4k $12.8m $12.8m 2.85% Reduced -233.5k -233,468
11 Mosley Wealth Management 5.51% of their portfolio ANAHEIM, CA 199,220199.2k $12.0m $12.0m 5.51% First filing
12 Signal Advisors Wealth, LLC 0.97% of their portfolio DETROIT, MI 195,986196.0k $12.2m $12.2m 0.97% Added +1.2k +1,218
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 164,364164.4k $10.2m $10.2m 0.01% Added +10.5k +10,497
14 HARBOUR INVESTMENTS, INC. 0.20% of their portfolio MADISON, WI 159,209159.2k $9.9m $9.9m 0.20% Reduced -24.8k -24,821
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 132,688132.7k $8.3m $8.3m 0.01% Added +13.6k +13,576
16 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 131,825131.8k $8.2m $8.2m 0.05% Added +4.7k +4,701
17 Raleigh Capital Management Inc. 2.94% of their portfolio CARY, NC 129,883129.9k $8.1m $8.1m 2.94% Added +2.4k +2,351
18 CreativeOne Wealth, LLC 0.17% of their portfolio OVERLAND PARK, KS 112,986113.0k $7.0m $7.0m 0.17% Added +4.4k +4,448
19 Summit Financial, LLC 0.09% of their portfolio PARSIPPANY, NJ 101,445101.4k $6.3m $6.3m 0.09% Reduced -1.8k -1,760
20 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 99,79199.8k $6.2m $6.2m 0.03% Reduced -128.4k -128,369
21 Sharkey, Howes & Javer 0.77% of their portfolio DENVER, CO 97,17197.2k $6.1m $6.1m 0.77% Reduced -37.3k -37,281
22 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 88,27088.3k $5.5m $5.5m 0.03% Added +12.4k +12,351
23 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 85,17985.2k $5.3m $5.3m 0.02% Added +56.6k +56,641
24 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 79,05279.1k $4.9m $4.9m 0.01% Added +28.7k +28,674
25 AXXCESS WEALTH MANAGEMENT, LLC 0.08% of their portfolio CARLSBAD, CA 74,37274.4k $4.6m $4.6m 0.08% Reduced -11.3k -11,296
26 Legacy Wealth Partners, LLC 1.10% of their portfolio Lakewood, CO 68,40668.4k $4.3m $4.3m 1.10% First filing
27 Global Financial Private Client, LLC 1.40% of their portfolio Sarasota, FL 64,07764.1k $4.0m $4.0m 1.40% Added +2.0k +2,026
28 International Private Wealth Advisors LLC 2.47% of their portfolio SAN DIEGO, CA 63,06163.1k $3.9m $3.9m 2.47% Added +1.8k +1,834
29 NOVUS ADVISORS, LLC 7.83% of their portfolio GREENVILLE, SC 56,22956.2k $3.5m $3.5m 7.83% Reduced -521 -521
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,81855.8k $3.5m $3.5m 0.00% Added +19.7k +19,694
31 GeoWealth Management, LLC 0.12% of their portfolio CHICAGO, IL 54,35154.4k $3.4m $3.4m 0.12% Reduced -1.8k -1,797
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 48,15548.2k $3.0m $3.0m 0.00% Reduced -1.4k -1,374
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 45,76945.8k $2.9m $2.9m 0.00% Added +10.5k +10,517
34 LOCKERMAN FINANCIAL GROUP, INC. 4.53% of their portfolio NEWPORT BEACH, CA 37,87837.9k $2.4m $2.4m 4.53% Added +921 +921
35 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 36,87636.9k $2.3m $2.3m 0.04% Added +23.4k +23,372
36 Outlook Wealth Advisors, LLC 0.51% of their portfolio SHENANDOAH, TX 35,94935.9k $2.2m $2.2m 0.51% Reduced -1.2k -1,165
37 Midwest Financial Network, LLC 1.72% of their portfolio TINLEY PARK, IL 35,74935.7k $2.2m $2.2m 1.72% Added +18.4k +18,411
38 Worth Financial Advisory Group, LLC 1.07% of their portfolio CHARLOTTE, NC 35,30335.3k $2.2m $2.2m 1.07% Reduced -370 -370
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,12830.1k $1.9m $1.9m 0.00% Reduced -670 -670
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,78929.8k $1.9m $1.9m 0.00% Reduced -671 -671
41 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 28,09828.1k $1.8m $1.8m 0.03% Added +318 +318
42 Balboa Wealth Partners 0.29% of their portfolio SCOTTSDALE, AZ 27,79827.8k $1.7m $1.7m 0.29% Reduced -808 -808
43 IAMS WEALTH MANAGEMENT, LLC 0.56% of their portfolio OMAHA, NE 25,10825.1k $1.6m $1.6m 0.56% Reduced -3.6k -3,622
44 WealthPoint Financial, LLC 1.36% of their portfolio CRAMERTON, NC 25,05225.1k $1.6m $1.6m 1.36% First filing
45 Hilltop Holdings Inc. 0.08% of their portfolio DALLAS, TX 21,38521.4k $1.3m $1.3m 0.08% Reduced -843 -843
46 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 20,95721.0k $1.3m $1.3m 0.02% New
47 October Effect Ltd 1.37% of their portfolio VIRGINIA BEACH, VA 19,95420.0k $1.2m $1.2m 1.37% Added +2.3k +2,287
48 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 19,54419.5k $1.2m $1.2m 0.05% Added +4.6k +4,605
49 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.38% of their portfolio Pittsburgh, PA 16,84616.8k $1.0m $1.0m 0.38% Added +1.3k +1,286
50 FLAGSHIP HARBOR ADVISORS, LLC 0.05% of their portfolio BOSTON, MA 16,41816.4k $1.0m $1.0m 0.05% New
51 Spectrum Planning & Advisory Services Inc. 0.50% of their portfolio SAN DIEGO, CA 15,62015.6k $973.3k $973.3k 0.50% Reduced -201 -201
52 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 15,36715.4k $957.5k $957.5k 0.02% New
53 Spinnaker Investment Group, LLC 0.15% of their portfolio Newport Beach, CA 13,37313.4k $833.3k $833.3k 0.15% Added +1.2k +1,223
54 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 13,15813.2k $819.9k $819.9k 0.01% Reduced -209 -209
55 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 12,67012.7k $789.5k $789.5k 0.03% Reduced -860 -860
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 12,58712.6k $784.0k $784.0k 0.00% Added +1.7k +1,684
57 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 12,14512.1k $761.7k $761.7k 0.05% Unchanged
58 Capital CS Group, LLC 1.18% of their portfolio IRVINE, CA 11,91911.9k $742.7k $742.7k 1.18% Added +1.4k +1,388
59 Aegis Wealth Management, Inc. 0.57% of their portfolio Guthrie Center, IA 11,57111.6k $721.0k $721.0k 0.57% First filing
60 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 11,54911.5k $669.4k $669.4k 0.08% New
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,43111.4k $712.3k $712.3k 0.00% Added +625 +625
62 Triumph Capital Management 0.15% of their portfolio DENVER, CO 11,13411.1k $693.8k $693.8k 0.15% Reduced -163 -163
63 VestGen Advisors, LLC 0.03% of their portfolio CHICAGO, IL 10,69910.7k $666.7k $666.7k 0.03% Reduced -5.3k -5,289
64 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 10,21010.2k $158.9k $158.9k 0.00% Added +2.0k +1,965
65 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 10,20910.2k $636.1k $636.1k 0.04% Added +1.0k +1,029
66 EVOLUTION WEALTH MANAGEMENT INC. 0.52% of their portfolio FORT MYERS, FL 10,11110.1k $630.0k $630.0k 0.52% Added +6.2k +6,239
67 Richard W. Paul & Associates, LLC 0.21% of their portfolio NOVI, MI 10,05710.1k $626.7k $626.7k 0.21% Reduced -1.7k -1,740
68 Capital Asset Advisory Services LLC 0.03% of their portfolio Williamston, MI 10,02310.0k $629.3k $629.3k 0.03% Reduced -2.0k -2,007
69 Kelly Financial Services LLC 0.15% of their portfolio BRAINTREE, MA 9,7209.7k $605.6k $605.6k 0.15% Reduced -885 -885
70 FWG Investments, LLC. 0.38% of their portfolio LEXINGTON, KY 9,4699.5k $590.0k $590.0k 0.38% Reduced -240 -240
71 FSA Advisors, Inc. 0.40% of their portfolio TROY, MI 9,3459.3k $582.3k $582.3k 0.40% New
72 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,9388.9k $556.9k $556.9k 0.00% Reduced -560 -560
73 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 7,8897.9k $491.6k $491.6k 0.01% Reduced -160 -160
74 True Vision MN LLC 0.25% of their portfolio WOODBURY, MN 7,7577.8k $483.3k $483.3k 0.25% Added +274 +274
75 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 7,4427.4k $463.7k $463.7k 0.01% New
76 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 7,2827.3k $453.7k $453.7k 0.00% Added +417 +417
77 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 7,1977.2k $448.4k $448.4k 0.03% Reduced -129 -129
78 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 6,9126.9k $433.5k $433.5k 0.02% Added +597 +597
79 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8446.8k $426.5k $426.5k 0.00% Added +4 +4
80 SILVERLAKE WEALTH MANAGEMENT LLC 0.09% of their portfolio WILLISTON, VT 6,5936.6k $410.8k $410.8k 0.09% Reduced -182 -182
81 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 6,5526.6k $408.3k $408.3k 0.01% Reduced -103 -103
82 J2 Capital Management Inc 0.29% of their portfolio TROY, MI 6,3456.3k $395.4k $395.4k 0.29% Reduced -235 -235
83 Kraft, Davis & Associates, LLC 0.08% of their portfolio St. Louis, MO 5,9616.0k $373.6k $373.6k 0.08% Reduced -29 -29
84 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 5,5405.5k $345.2k $345.2k 0.01% Reduced -1.3k -1,325
85 Castleview Partners, LLC 0.17% of their portfolio DALLAS, TX 5,4335.4k $338.5k $338.5k 0.17% Reduced -458 -458
86 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 5,4085.4k $338.8k $338.8k 0.02% Unchanged
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,2325.2k $326.0k $326.0k 0.00% Reduced -6.4k -6,359
88 Balefire, LLC 0.06% of their portfolio DALLAS, TX 5,1245.1k $319.3k $319.3k 0.06% Reduced -147 -147
89 Maia Wealth LLC 0.05% of their portfolio DENVER, CO 5,1235.1k $311.4k $311.4k 0.05% Reduced -53 -53
90 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.13% of their portfolio SCOTTSDALE, AZ 4,9825.0k $310.4k $310.4k 0.13% New
91 M1 Capital Management LLC 0.13% of their portfolio TROY, MI 4,9755.0k $310.0k $310.0k 0.13% Added +120 +120
92 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 4,8264.8k $300.7k $300.7k 0.01% New
93 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,7904.8k $298.5k $298.5k 0.00% Added +596 +596
94 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,5234.5k $281.8k $281.8k 0.00% New
95 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,3774.4k $272.7k $272.7k 0.00% New
96 PRIVATE CLIENT SERVICES, LLC 0.08% of their portfolio LOUISVILLE, KY 4,1594.2k $259.2k $259.2k 0.08% Reduced -35 -35
97 Ruggiero Investments, Inc. 0.23% of their portfolio WEST PALM BEACH, FL 4,1524.2k $258.7k $258.7k 0.23% First filing
98 Pinnacle Family Advisors, LLC 0.10% of their portfolio Springfield, MO 3,8013.8k $236.8k $236.8k 0.10% New
99 CROBAN 0.11% of their portfolio FREMONT, OH 3,6703.7k $228.7k $228.7k 0.11% Reduced -1.3k -1,321
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,6543.7k $227.7k $227.7k 0.00% Reduced -38 -38