SSGA ACTIVE TR XLSR
SPDR SSGA US SCT · ETP · CUSIP 78470P408
141
institutional holders
+9 vs Q1 2026
14.8m
shares reported held*
$959.7mreported value*
20 new
58 added
49 reduced
8 sold out
net bought ≈ $33.8m (+521.4k 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 ($22.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.86.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 63 |
| Q4 2022 | 60 |
| Q1 2023 | 63 |
| Q2 2023 | 69 |
| Q3 2023 | 70 |
| Q4 2023 | 83 |
| Q1 2024 | 87 |
| Q2 2024 | 92 |
| Q3 2024 | 93 |
| Q4 2024 | 105 |
| Q1 2025 | 110 |
| Q2 2025 | 113 |
| Q3 2025 | 115 |
| Q4 2025 | 133 |
| Q1 2026 | 132 |
| Q2 2026 | 141 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 61 | 32 |
| Q4 2024 | 48 | 44 |
| Q1 2025 | 70 | 32 |
| Q2 2025 | 59 | 45 |
| Q3 2025 | 57 | 54 |
| Q4 2025 | 63 | 54 |
| Q1 2026 | 89 | 44 |
| Q2 2026 | 78 | 57 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +220.6k |
| Private Advisor Group, LLC | Added | +218.1k |
| Envestnet Portfolio Solutions, Inc. | Added | +191.1k |
| LPL Financial LLC | Added | +112.8k |
| SMART Wealth LLC | New | +109.4k |
| PRINCIPAL SECURITIES, INC. | Added | +89.6k |
| MML INVESTORS SERVICES, LLC | Added | +50.0k |
| GOLDMAN SACHS GROUP INC | Added | +44.5k |
| Founders Financial Alliance, LLC | New | +38.3k |
| Worth Financial Advisory Group, LLC | New | +36.0k |
Biggest sellers
| Mariner, LLC | Sold out | -277.1k |
| Hibernia Wealth Partners, LLC | Reduced | -194.1k |
| Mosley Wealth Management | Reduced | -185.8k |
| CreativeOne Wealth, LLC | Reduced | -66.9k |
| Kestra Advisory Services, LLC | Reduced | -63.0k |
| Sharkey, Howes & Javer | Reduced | -39.0k |
| IAMS WEALTH MANAGEMENT, LLC | Reduced | -19.6k |
| AXXCESS WEALTH MANAGEMENT, LLC | Reduced | -11.9k |
| Sanctuary Advisors, LLC | Reduced | -11.8k |
| Aspire Private Capital, LLC | Reduced | -11.2k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.07% of their portfolio | 4.5m $289.9m | Added +112.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 2.5m $159.6m | Added +220.6k |
| Envestnet Portfolio Solutions, Inc. 0.76% of their portfolio | 2.4m $158.0m | Added +191.1k |
| PARK AVENUE SECURITIES LLC 0.20% of their portfolio | 495.6k $32.1m | Reduced -7.5k |
| Cerity Partners LLC 0.03% of their portfolio | 424.7k $27.5m | Added +35.0k |
| Private Advisor Group, LLC 0.09% of their portfolio | 307.8k $20.0m | Added +218.1k |
| NewEdge Advisors, LLC 0.06% of their portfolio | 307.4k $19.9m | Added +19.8k |
| LANDMARK WEALTH MANAGEMENT, INC. 6.48% of their portfolio | 301.8k $19.6m | Added +11.5k |
| Signal Advisors Wealth, LLC 0.87% of their portfolio | 255.9k $16.6m | Added +31.6k |
| Hibernia Wealth Partners, LLC 7.74% of their portfolio | 220.5k $14.3m | Reduced -194.1k |
| Aspire Private Capital, LLC 2.77% of their portfolio | 206.8k $13.4m | Reduced -11.2k |
| HARBOUR INVESTMENTS, INC. 0.18% of their portfolio | 205.1k $13.3m | Added +24.9k |
| Cetera Investment Advisers 0.01% of their portfolio | 188.5k $12.2m | Added +7.5k |
| AE Wealth Management LLC 0.05% of their portfolio | 175.4k $11.4m | Added +18.0k |
| PRINCIPAL SECURITIES, INC. 0.13% of their portfolio | 163.6k $10.6m | Added +89.6k |
| HighTower Advisors, LLC 0.01% of their portfolio | 154.0k $10.0m | Added +9.3k |
| Raleigh Capital Management Inc. 3.09% of their portfolio | 149.4k $9.7m | Reduced -775 |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 147.2k $9.5m | Added +50.0k |
| Summit Financial, LLC 0.08% of their portfolio | 111.0k $7.2m | Added +8.7k |
| SMART Wealth LLC 1.53% of their portfolio | 109.4k $7.1m | New |
| Sanctuary Advisors, LLC 0.02% of their portfolio | 82.6k $5.4m | Reduced -11.8k |
| CreativeOne Wealth, LLC 0.11% of their portfolio | 79.9k $5.2m | Reduced -66.9k |
| Legacy Wealth Partners, LLC 1.15% of their portfolio | 79.2k $5.1m | Added +5.4k |
| Midwest Financial Network, LLC 3.34% of their portfolio | 75.3k $4.9m | Added +12.1k |
| Global Financial Private Client, LLC 1.28% of their portfolio | 72.8k $4.7m | Added +6.3k |
| International Private Wealth Advisors LLC 2.29% of their portfolio | 68.5k $4.4m | Reduced -1.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 60.1k $3.9m | Added +405 |
| AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio | 60.0k $3.9m | Reduced -11.9k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 56.9k $3.7m | Added +28.1k |
| NOVUS ADVISORS, LLC 7.66% of their portfolio | 56.7k $3.7m | Reduced -1.2k |
| GeoWealth Management, LLC 0.11% of their portfolio | 54.4k $3.5m | Reduced -1.3k |
| MORGAN STANLEY 0.00% of their portfolio | 50.5k $3.3m | Reduced -6.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 48.1k $3.1m | Added +44.5k |
| LOCKERMAN FINANCIAL GROUP, INC. 4.37% of their portfolio | 44.1k $2.9m | Added +4.3k |
| Founders Financial Alliance, LLC 0.33% of their portfolio | 38.3k $2.5m | New |
| Worth Financial Advisory Group, LLC 0.97% of their portfolio | 36.0k $2.3m | New |
| Outlook Wealth Advisors, LLC 0.50% of their portfolio | 35.4k $2.3m | Reduced -1.7k |
| Sharkey, Howes & Javer 0.27% of their portfolio | 34.8k $2.3m | Reduced -39.0k |
| WealthPoint Financial, LLC 1.55% of their portfolio | 32.9k $2.1m | Added +3.5k |
| October Effect Ltd 1.89% of their portfolio | 31.0k $2.0m | Added +4.5k |
| Aegis Wealth Management, Inc. 1.15% of their portfolio | 27.4k $1.8m | Added +10.1k |
| Apella Capital, LLC 0.02% of their portfolio | 26.0k $1.7m | Reduced -994 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 23.6k $1.5m | Reduced -3.2k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 21.8k $1.4m | Reduced -63.0k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 21.7k $1.4m | Reduced -5.6k |
| World Investment Advisors 0.02% of their portfolio | 21.2k $1.4m | Reduced -561 |
| Spectrum Planning & Advisory Services Inc. 0.59% of their portfolio | 20.3k $1.3m | Added +4.6k |
| Balboa Wealth Partners 0.17% of their portfolio | 19.3k $1.3m | Reduced -9.9k |
| Gladstone Institutional Advisory LLC 0.04% of their portfolio | 19.0k $1.2m | Added +97 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC 0.29% of their portfolio | 18.0k $1.2m | Added +209 |
| Kraft, Davis & Associates, LLC 0.22% of their portfolio | 16.1k $1.0m | Added +165 |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 15.6k $1.0m | Added +782 |
| Nuveen, LLC 0.00% of their portfolio | 15.1k $978.5k | New |
| Vise Technologies, Inc. 0.01% of their portfolio | 14.8k $960.0k | New |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio | 14.4k $931.5k | Added +8.7k |
| Mosley Wealth Management 0.29% of their portfolio | 14.1k $913.8k | Reduced -185.8k |
| Zullo Investment Group, Inc. 0.31% of their portfolio | 13.8k $895.5k | Reduced -30 |
| Spinnaker Investment Group, LLC 0.14% of their portfolio | 13.7k $886.1k | New |
| SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio | 12.2k $790.4k | Added +10 |
| VestGen Advisors, LLC 0.02% of their portfolio | 11.7k $761.5k | Reduced -383 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 11.7k $758.4k | Added +329 |
| Bison Wealth, LLC 0.07% of their portfolio | 11.7k $759.1k | Reduced -18 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.6k $749.8k | Added +2.9k |
| Triumph Capital Management 0.13% of their portfolio | 11.5k $742.7k | Reduced -369 |
| Argent Trust Co 0.02% of their portfolio | 11.4k $739.7k | Reduced -406 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio | 11.1k $722.3k | Added +1.0k |
| PKS Advisory Services, LLC 0.11% of their portfolio | 10.9k $709.8k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.9k $707.0k | Unchanged |
| FSA Advisors, Inc. 0.32% of their portfolio | 10.6k $688.2k | Added +2.2k |
| ONE WEALTH CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 10.2k $660.7k | Added +3.3k |
| Richard W. Paul & Associates, LLC 0.20% of their portfolio | 10.1k $654.0k | Reduced -370 |
| Kelly Financial Services LLC 0.14% of their portfolio | 9.8k $636.1k | Reduced -315 |
| Independent Advisor Alliance 0.01% of their portfolio | 9.7k $627.2k | Added +335 |
| Capital Asset Advisory Services LLC 0.02% of their portfolio | 9.6k $622.5k | Reduced -916 |
| EVOLUTION WEALTH MANAGEMENT INC. 0.36% of their portfolio | 9.5k $619.0k | Reduced -580 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 8.5k $554.5k | Reduced -225 |
| Equitable Holdings, Inc. 0.00% of their portfolio | 8.3k $540.6k | Added +4.1k |
| FWG Investments, LLC. 0.28% of their portfolio | 8.1k $523.8k | Reduced -799 |
| Smartleaf Asset Management LLC 0.02% of their portfolio | 8.0k $514.1k | Unchanged |
| Atria Investments, Inc 0.01% of their portfolio | 8.0k $516.9k | Reduced -311 |
| First Heartland Consultants, Inc. 0.03% of their portfolio | 7.5k $488.9k | Reduced -194 |
| Ethic Inc. 0.01% of their portfolio | 7.5k $486.4k | Added +2.2k |
| Dakota Wealth Management 0.01% of their portfolio | 7.3k $473.8k | Reduced -6.8k |
| M1 Capital Management LLC 0.17% of their portfolio | 7.2k $469.0k | Added +1.1k |
| Creative Planning 0.00% of their portfolio | 6.8k $443.8k | Added +3 |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 6.8k $440.4k | New |
| SILVERLAKE WEALTH MANAGEMENT LLC 0.08% of their portfolio | 6.6k $427.8k | Added +1 |
| J2 Capital Management Inc 0.29% of their portfolio | 6.6k $425.0k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 6.5k $420.4k | New |
| GATEWAY INVESTMENT ADVISERS LLC 0.00% of their portfolio | 6.2k $405.4k | New |
| Compound Planning, Inc. 0.01% of their portfolio | 6.1k $394.6k | Reduced -517 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 5.8k $375.4k | Reduced -3.2k |
| NWAM LLC 0.02% of their portfolio | 5.5k $356.9k | Added +95 |
| Castleview Partners, LLC 0.15% of their portfolio | 5.3k $342.5k | Reduced -157 |
| Maia Wealth LLC 0.05% of their portfolio | 5.2k $334.5k | Added +68 |
| IAMS WEALTH MANAGEMENT, LLC 0.10% of their portfolio | 5.1k $330.6k | Reduced -19.6k |
| Balefire, LLC 0.05% of their portfolio | 4.7k $305.4k | Reduced -497 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.4k $283.9k | Unchanged |
| PRIVATE CLIENT SERVICES, LLC 0.07% of their portfolio | 4.0k $260.5k | Added +3 |
| Western Wealth Management, LLC 0.01% of their portfolio | 4.0k $259.5k | Reduced -2.6k |