Vault-13

SSGA ACTIVE TR XLSR

SPDR SSGA US SCT · ETP · CUSIP 78470P408

132 institutional holders -1 vs Q4 2025
14,520,28314.5m shares reported held*
$839.2mreported value*
15 new 74 added 29 reduced 15 sold out net bought ≈ $48.4m (+837.7k 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 ($7.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.80.

Trends to Q1 2026

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: 133Q1 26: 132132Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026132

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 63 bought or addedQ4 25: 54 cut or sold outQ1 26: 89 bought or addedQ1 26: 44 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244744
Q3 20246132
Q4 20244844
Q1 20257032
Q2 20255945
Q3 20255754
Q4 20256354
Q1 20268944

Biggest buyers

Cerity Partners LLC New +389,682+389.7k
ENVESTNET ASSET MANAGEMENT INC Added +316,650+316.6k
Envestnet Portfolio Solutions, Inc. Added +206,196+206.2k
PRINCIPAL SECURITIES, INC. Added +37,154+37.2k
CreativeOne Wealth, LLC Added +33,764+33.8k
Signal Advisors Wealth, LLC Added +28,321+28.3k
Midwest Financial Network, LLC Added +27,451+27.5k
AE Wealth Management LLC Added +25,541+25.5k
NewEdge Advisors, LLC Added +21,872+21.9k
HARBOUR INVESTMENTS, INC. Added +20,988+21.0k

Biggest sellers

LPL Financial LLC Reduced -319,320-319.3k
Worth Financial Advisory Group, LLC Sold out -35,303-35.3k
Sharkey, Howes & Javer Reduced -23,422-23.4k
Hilltop Holdings Inc. Sold out -21,385-21.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -18,440-18.4k
FLAGSHIP HARBOR ADVISORS, LLC Sold out -16,418-16.4k
Spinnaker Investment Group, LLC Sold out -13,373-13.4k
Capital CS Group, LLC Sold out -11,919-11.9k
Mariner, LLC Reduced -9,499-9.5k
Hibernia Wealth Partners, LLC Reduced -6,398-6.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 4,357,4224.4m $251.6m $251.6m 0.07% Reduced -319.3k -319,320
2 Envestnet Portfolio Solutions, Inc. 0.72% of their portfolio BERWYN, PA 2,244,8612.2m $129.6m $129.6m 0.72% Added +206.2k +206,196
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,240,7662.2m $129.4m $129.4m 0.03% Added +316.6k +316,650
4 PARK AVENUE SECURITIES LLC 0.23% of their portfolio NEW YORK, NY 503,048503.0k $29.0m $29.0m 0.23% Added +16.5k +16,543
5 Hibernia Wealth Partners, LLC 7.08% of their portfolio BATON ROUGE, LA 414,574414.6k $23.9m $23.9m 7.08% Reduced -6.4k -6,398
6 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 389,682389.7k $22.5m $22.5m 0.03% New
7 LANDMARK WEALTH MANAGEMENT, INC. 6.32% of their portfolio NORMAL, IL 290,312290.3k $16.8m $16.8m 6.32% Added +18.9k +18,930
8 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 287,644287.6k $16.6m $16.6m 0.06% Added +21.9k +21,872
9 Mariner, LLC 0.02% of their portfolio Overland Park, KS 277,050277.1k $16.0m $16.0m 0.02% Reduced -9.5k -9,499
10 Signal Advisors Wealth, LLC 0.89% of their portfolio DETROIT, MI 224,307224.3k $13.0m $13.0m 0.89% Added +28.3k +28,321
11 Aspire Private Capital, LLC 2.84% of their portfolio Cornelius, NC 218,027218.0k $12.6m $12.6m 2.84% Added +12.6k +12,578
12 Mosley Wealth Management 5.40% of their portfolio ANAHEIM, CA 199,901199.9k $11.9m $11.9m 5.40% Added +681 +681
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 181,016181.0k $10.5m $10.5m 0.01% Added +16.7k +16,652
14 HARBOUR INVESTMENTS, INC. 0.16% of their portfolio MADISON, WI 180,197180.2k $10.4m $10.4m 0.16% Added +21.0k +20,988
15 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 157,366157.4k $9.1m $9.1m 0.05% Added +25.5k +25,541
16 Raleigh Capital Management Inc. 2.99% of their portfolio CARY, NC 150,213150.2k $8.7m $8.7m 2.99% Added +20.3k +20,330
17 CreativeOne Wealth, LLC 0.20% of their portfolio OVERLAND PARK, KS 146,750146.8k $8.5m $8.5m 0.20% Added +33.8k +33,764
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 144,716144.7k $8.4m $8.4m 0.01% Added +12.0k +12,028
19 Summit Financial, LLC 0.08% of their portfolio PARSIPPANY, NJ 102,210102.2k $5.9m $5.9m 0.08% Added +765 +765
20 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 97,20797.2k $5.6m $5.6m 0.02% Added +18.2k +18,155
21 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 94,32494.3k $5.4m $5.4m 0.03% Reduced -5.5k -5,467
22 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 89,69189.7k $5.2m $5.2m 0.02% Added +1.4k +1,421
23 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 84,85984.9k $4.9m $4.9m 0.02% Reduced -320 -320
24 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 74,03074.0k $4.3m $4.3m 0.06% Added +37.2k +37,154
25 Legacy Wealth Partners, LLC 1.07% of their portfolio Lakewood, CO 73,75473.8k $4.3m $4.3m 1.07% Added +5.3k +5,348
26 Sharkey, Howes & Javer 0.57% of their portfolio DENVER, CO 73,74973.7k $4.3m $4.3m 0.57% Reduced -23.4k -23,422
27 AXXCESS WEALTH MANAGEMENT, LLC 0.13% of their portfolio CARLSBAD, CA 71,84271.8k $4.1m $4.1m 0.13% Reduced -2.5k -2,530
28 International Private Wealth Advisors LLC 2.47% of their portfolio SAN DIEGO, CA 70,04670.0k $4.0m $4.0m 2.47% Added +7.0k +6,985
29 Global Financial Private Client, LLC 1.26% of their portfolio Sarasota, FL 66,53566.5k $3.8m $3.8m 1.26% Added +2.5k +2,458
30 Midwest Financial Network, LLC 2.90% of their portfolio TINLEY PARK, IL 63,20063.2k $3.6m $3.6m 2.90% Added +27.5k +27,451
31 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 59,73359.7k $3.4m $3.4m 0.00% Added +3.9k +3,915
32 NOVUS ADVISORS, LLC 7.48% of their portfolio GREENVILLE, SC 57,90057.9k $3.3m $3.3m 7.48% Added +1.7k +1,671
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 56,82656.8k $3.3m $3.3m 0.00% Added +8.7k +8,671
34 GeoWealth Management, LLC 0.12% of their portfolio CHICAGO, IL 55,65955.7k $3.2m $3.2m 0.12% Added +1.3k +1,308
35 LOCKERMAN FINANCIAL GROUP, INC. 4.14% of their portfolio NEWPORT BEACH, CA 39,84139.8k $2.3m $2.3m 4.14% Added +2.0k +1,963
36 Outlook Wealth Advisors, LLC 0.52% of their portfolio SHENANDOAH, TX 37,12637.1k $2.1m $2.1m 0.52% Added +1.2k +1,177
37 WealthPoint Financial, LLC 1.42% of their portfolio CRAMERTON, NC 29,35729.4k $1.7m $1.7m 1.42% Added +4.3k +4,305
38 Balboa Wealth Partners 0.28% of their portfolio SCOTTSDALE, AZ 29,18529.2k $1.7m $1.7m 0.28% Added +1.4k +1,387
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,79928.8k $1.7m $1.7m 0.00% Reduced -1.3k -1,329
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 27,32927.3k $1.6m $1.6m 0.00% Reduced -18.4k -18,440
41 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 27,03427.0k $1.7m $1.7m 0.02% Reduced -1.1k -1,064
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,78026.8k $1.5m $1.5m 0.00% Reduced -3.0k -3,009
43 October Effect Ltd 1.76% of their portfolio VIRGINIA BEACH, VA 26,46626.5k $1.5m $1.5m 1.76% Added +6.5k +6,512
44 Integrity Wealth Partners, LLC 1.29% of their portfolio WALNUT CREEK, CA 24,75624.8k $1.4m $1.4m 1.29% First filing
45 IAMS WEALTH MANAGEMENT, LLC 0.50% of their portfolio OMAHA, NE 24,69424.7k $1.4m $1.4m 0.50% Reduced -414 -414
46 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 21,78921.8k $1.3m $1.3m 0.02% Added +832 +832
47 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 18,86018.9k $1.1m $1.1m 0.04% Reduced -684 -684
48 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.34% of their portfolio Pittsburgh, PA 17,79317.8k $1.0m $1.0m 0.34% Added +947 +947
49 Aegis Wealth Management, Inc. 0.78% of their portfolio Guthrie Center, IA 17,29917.3k $998.8k $998.8k 0.78% Added +5.7k +5,728
50 Kraft, Davis & Associates, LLC 0.21% of their portfolio St. Louis, MO 15,95816.0k $1.0m $1.0m 0.21% Added +10.0k +9,997
51 Spectrum Planning & Advisory Services Inc. 0.45% of their portfolio SAN DIEGO, CA 15,62415.6k $902.1k $902.1k 0.45% Added +4 +4
52 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 14,86014.9k $858.1k $858.1k 0.01% Added +1.7k +1,702
53 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 14,12714.1k $815.7k $815.7k 0.02% Reduced -1.2k -1,240
54 Zullo Investment Group, Inc. 0.30% of their portfolio SCRANTON, PA 13,83613.8k $798.9k $798.9k 0.30% New
55 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 12,17612.2k $703.1k $703.1k 0.05% Added +31 +31
56 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 12,12412.1k $787.1k $787.1k 0.02% Added +1.4k +1,425
57 Triumph Capital Management 0.14% of their portfolio DENVER, CO 11,82011.8k $682.5k $682.5k 0.14% Added +686 +686
58 Argent Trust Co 0.02% of their portfolio NASHVILLE, TN 11,81111.8k $682.0k $682.0k 0.02% Reduced -859 -859
59 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 11,69411.7k $766.2k $766.2k 0.07% Added +145 +145
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,36411.4k $656.2k $656.2k 0.00% Reduced -67 -67
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,90310.9k $630.0k $630.0k 0.00% Reduced -1.7k -1,684
62 Capital Asset Advisory Services LLC 0.03% of their portfolio Williamston, MI 10,51410.5k $651.7k $651.7k 0.03% Added +491 +491
63 Richard W. Paul & Associates, LLC 0.20% of their portfolio NOVI, MI 10,45310.5k $603.6k $603.6k 0.20% Added +396 +396
64 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 10,13210.1k $585.0k $585.0k 0.04% Reduced -77 -77
65 EVOLUTION WEALTH MANAGEMENT INC. 0.43% of their portfolio FORT MYERS, FL 10,12410.1k $584.6k $584.6k 0.43% Added +13 +13
66 Kelly Financial Services LLC 0.14% of their portfolio BRAINTREE, MA 10,12210.1k $584.5k $584.5k 0.14% Added +402 +402
67 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 9,3359.3k $539.0k $539.0k 0.01% Added +1.9k +1,893
68 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 9,1679.2k $529.3k $529.3k 0.02% Reduced -1.0k -1,043
69 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 8,9969.0k $519.5k $519.5k 0.00% Added +1.7k +1,714
70 FWG Investments, LLC. 0.33% of their portfolio LEXINGTON, KY 8,8758.9k $512.4k $512.4k 0.33% Reduced -594 -594
71 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,7748.8k $506.6k $506.6k 0.00% Reduced -164 -164
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,6298.6k $498.2k $498.2k 0.00% Added +3.4k +3,397
73 FSA Advisors, Inc. 0.32% of their portfolio TROY, MI 8,4398.4k $487.3k $487.3k 0.32% Reduced -906 -906
74 True Vision MN LLC 0.25% of their portfolio WOODBURY, MN 8,4198.4k $486.1k $486.1k 0.25% Added +662 +662
75 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 8,2808.3k $478.1k $478.1k 0.01% Added +391 +391
76 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 8,0268.0k $448.9k $448.9k 0.02% Added +1.1k +1,114
77 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 7,7327.7k $446.4k $446.4k 0.03% Added +535 +535
78 Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio Westborough, MA 7,2027.2k $415.8k $415.8k 0.02% Added +3.6k +3,587
79 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8406.8k $395.0k $395.0k 0.00% Reduced -4 -4
80 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.19% of their portfolio SCOTTSDALE, AZ 6,8376.8k $426.0k $426.0k 0.19% Added +1.9k +1,855
81 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 6,6476.6k $383.8k $383.8k 0.01% New
82 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 6,6016.6k $381.2k $381.2k 0.01% Added +49 +49
83 SILVERLAKE WEALTH MANAGEMENT LLC 0.08% of their portfolio WILLISTON, VT 6,5956.6k $380.8k $380.8k 0.08% Added +2 +2
84 J2 Capital Management Inc 0.26% of their portfolio TROY, MI 6,5526.6k $378.3k $378.3k 0.26% Added +207 +207
85 M1 Capital Management LLC 0.16% of their portfolio TROY, MI 6,0826.1k $351.2k $351.2k 0.16% Added +1.1k +1,107
86 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 5,6165.6k $324.3k $324.3k 0.01% Added +790 +790
87 Castleview Partners, LLC 0.16% of their portfolio DALLAS, TX 5,4375.4k $313.9k $313.9k 0.16% Added +4 +4
88 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 5,4085.4k $312.3k $312.3k 0.02% Unchanged
89 Ethic Inc. 0.00% of their portfolio NEW YORK, NY 5,2845.3k $305.1k $305.1k 0.00% New
90 Balefire, LLC 0.06% of their portfolio DALLAS, TX 5,2055.2k $300.5k $300.5k 0.06% Added +81 +81
91 Maia Wealth LLC 0.05% of their portfolio DENVER, CO 5,0895.1k $293.8k $293.8k 0.05% Reduced -34 -34
92 Ruggiero Investments, Inc. 0.28% of their portfolio WEST PALM BEACH, FL 5,0645.1k $292.4k $292.4k 0.28% Added +912 +912
93 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,3774.4k $252.7k $252.7k 0.00% Unchanged
94 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,2254.2k $263.3k $263.3k 0.00% New
95 PRIVATE CLIENT SERVICES, LLC 0.07% of their portfolio LOUISVILLE, KY 4,0134.0k $231.7k $231.7k 0.07% Reduced -146 -146
96 Virtue Capital Management, LLC 0.03% of their portfolio BRENTWOOD, TN 3,8083.8k $213.0k $213.0k 0.03% Added +320 +320
97 Pinnacle Family Advisors, LLC 0.10% of their portfolio Springfield, MO 3,7673.8k $217.5k $217.5k 0.10% Reduced -34 -34
98 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 3,6803.7k $212.5k $212.5k 0.00% Added +249 +249
99 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,6543.7k $211.0k $211.0k 0.00% Unchanged
100 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 3,5893.6k $207.2k $207.2k 0.01% New