Vault-13

SSGA ACTIVE TR XLSR

SPDR SSGA US SCT · ETP · CUSIP 78470P408

141 institutional holders +9 vs Q1 2026
14,796,83714.8m 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

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: 132Q2 26: 141141Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026141

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 89 bought or addedQ1 26: 44 cut or sold outQ2 26: 78 bought or addedQ2 26: 57 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246132
Q4 20244844
Q1 20257032
Q2 20255945
Q3 20255754
Q4 20256354
Q1 20268944
Q2 20267857

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +220,625+220.6k
Private Advisor Group, LLC Added +218,067+218.1k
Envestnet Portfolio Solutions, Inc. Added +191,092+191.1k
LPL Financial LLC Added +112,813+112.8k
SMART Wealth LLC New +109,367+109.4k
PRINCIPAL SECURITIES, INC. Added +89,553+89.6k
MML INVESTORS SERVICES, LLC Added +50,019+50.0k
GOLDMAN SACHS GROUP INC Added +44,497+44.5k
Founders Financial Alliance, LLC New +38,325+38.3k
Worth Financial Advisory Group, LLC New +36,048+36.0k

Biggest sellers

Mariner, LLC Sold out -277,050-277.1k
Hibernia Wealth Partners, LLC Reduced -194,121-194.1k
Mosley Wealth Management Reduced -185,813-185.8k
CreativeOne Wealth, LLC Reduced -66,882-66.9k
Kestra Advisory Services, LLC Reduced -63,043-63.0k
Sharkey, Howes & Javer Reduced -38,959-39.0k
IAMS WEALTH MANAGEMENT, LLC Reduced -19,597-19.6k
AXXCESS WEALTH MANAGEMENT, LLC Reduced -11,885-11.9k
Sanctuary Advisors, LLC Reduced -11,768-11.8k
Aspire Private Capital, LLC Reduced -11,177-11.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 4,470,2354.5m $289.9m $289.9m 0.07% Added +112.8k +112,813
2 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 2,461,3912.5m $159.6m $159.6m 0.04% Added +220.6k +220,625
3 Envestnet Portfolio Solutions, Inc. 0.76% of their portfolio BERWYN, PA 2,435,9532.4m $158.0m $158.0m 0.76% Added +191.1k +191,092
4 PARK AVENUE SECURITIES LLC 0.20% of their portfolio NEW YORK, NY 495,551495.6k $32.1m $32.1m 0.20% Reduced -7.5k -7,497
5 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 424,675424.7k $27.5m $27.5m 0.03% Added +35.0k +34,993
6 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 307,758307.8k $20.0m $20.0m 0.09% Added +218.1k +218,067
7 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 307,442307.4k $19.9m $19.9m 0.06% Added +19.8k +19,798
8 LANDMARK WEALTH MANAGEMENT, INC. 6.48% of their portfolio NORMAL, IL 301,775301.8k $19.6m $19.6m 6.48% Added +11.5k +11,463
9 Signal Advisors Wealth, LLC 0.87% of their portfolio DETROIT, MI 255,949255.9k $16.6m $16.6m 0.87% Added +31.6k +31,642
10 Hibernia Wealth Partners, LLC 7.74% of their portfolio BATON ROUGE, LA 220,453220.5k $14.3m $14.3m 7.74% Reduced -194.1k -194,121
11 Aspire Private Capital, LLC 2.77% of their portfolio Cornelius, NC 206,850206.8k $13.4m $13.4m 2.77% Reduced -11.2k -11,177
12 HARBOUR INVESTMENTS, INC. 0.18% of their portfolio MADISON, WI 205,136205.1k $13.3m $13.3m 0.18% Added +24.9k +24,939
13 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 188,498188.5k $12.2m $12.2m 0.01% Added +7.5k +7,482
14 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 175,384175.4k $11.4m $11.4m 0.05% Added +18.0k +18,018
15 PRINCIPAL SECURITIES, INC. 0.13% of their portfolio DES MOINES, IA 163,583163.6k $10.6m $10.6m 0.13% Added +89.6k +89,553
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 153,981154.0k $10.0m $10.0m 0.01% Added +9.3k +9,265
17 Raleigh Capital Management Inc. 3.09% of their portfolio CARY, NC 149,438149.4k $9.7m $9.7m 3.09% Reduced -775 -775
18 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 147,226147.2k $9.5m $9.5m 0.02% Added +50.0k +50,019
19 Summit Financial, LLC 0.08% of their portfolio PARSIPPANY, NJ 110,956111.0k $7.2m $7.2m 0.08% Added +8.7k +8,746
20 SMART Wealth LLC 1.53% of their portfolio Omaha, NE 109,367109.4k $7.1m $7.1m 1.53% New
21 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 82,55682.6k $5.4m $5.4m 0.02% Reduced -11.8k -11,768
22 CreativeOne Wealth, LLC 0.11% of their portfolio OVERLAND PARK, KS 79,86879.9k $5.2m $5.2m 0.11% Reduced -66.9k -66,882
23 Legacy Wealth Partners, LLC 1.15% of their portfolio Lakewood, CO 79,15079.2k $5.1m $5.1m 1.15% Added +5.4k +5,396
24 Midwest Financial Network, LLC 3.34% of their portfolio TINLEY PARK, IL 75,34375.3k $4.9m $4.9m 3.34% Added +12.1k +12,143
25 Global Financial Private Client, LLC 1.28% of their portfolio Sarasota, FL 72,81572.8k $4.7m $4.7m 1.28% Added +6.3k +6,280
26 International Private Wealth Advisors LLC 2.29% of their portfolio SAN DIEGO, CA 68,53668.5k $4.4m $4.4m 2.29% Reduced -1.5k -1,510
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 60,13860.1k $3.9m $3.9m 0.00% Added +405 +405
28 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 59,95760.0k $3.9m $3.9m 0.06% Reduced -11.9k -11,885
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 56,91856.9k $3.7m $3.7m 0.00% Added +28.1k +28,119
30 NOVUS ADVISORS, LLC 7.66% of their portfolio GREENVILLE, SC 56,66656.7k $3.7m $3.7m 7.66% Reduced -1.2k -1,234
31 GeoWealth Management, LLC 0.11% of their portfolio CHICAGO, IL 54,39554.4k $3.5m $3.5m 0.11% Reduced -1.3k -1,264
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 50,46950.5k $3.3m $3.3m 0.00% Reduced -6.4k -6,357
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 48,08448.1k $3.1m $3.1m 0.00% Added +44.5k +44,497
34 LOCKERMAN FINANCIAL GROUP, INC. 4.37% of their portfolio NEWPORT BEACH, CA 44,09344.1k $2.9m $2.9m 4.37% Added +4.3k +4,252
35 Founders Financial Alliance, LLC 0.33% of their portfolio RALEIGH, NC 38,32538.3k $2.5m $2.5m 0.33% New
36 Worth Financial Advisory Group, LLC 0.97% of their portfolio CHARLOTTE, NC 36,04836.0k $2.3m $2.3m 0.97% New
37 Outlook Wealth Advisors, LLC 0.50% of their portfolio SHENANDOAH, TX 35,41435.4k $2.3m $2.3m 0.50% Reduced -1.7k -1,712
38 Sharkey, Howes & Javer 0.27% of their portfolio DENVER, CO 34,79034.8k $2.3m $2.3m 0.27% Reduced -39.0k -38,959
39 WealthPoint Financial, LLC 1.55% of their portfolio CRAMERTON, NC 32,87532.9k $2.1m $2.1m 1.55% Added +3.5k +3,518
40 October Effect Ltd 1.89% of their portfolio VIRGINIA BEACH, VA 30,97631.0k $2.0m $2.0m 1.89% Added +4.5k +4,510
41 Aegis Wealth Management, Inc. 1.15% of their portfolio Guthrie Center, IA 27,41427.4k $1.8m $1.8m 1.15% Added +10.1k +10,115
42 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 26,04026.0k $1.7m $1.7m 0.02% Reduced -994 -994
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 23,57423.6k $1.5m $1.5m 0.00% Reduced -3.2k -3,206
44 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 21,81621.8k $1.4m $1.4m 0.00% Reduced -63.0k -63,043
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,72021.7k $1.4m $1.4m 0.00% Reduced -5.6k -5,609
46 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 21,22821.2k $1.4m $1.4m 0.02% Reduced -561 -561
47 Spectrum Planning & Advisory Services Inc. 0.59% of their portfolio SAN DIEGO, CA 20,26320.3k $1.3m $1.3m 0.59% Added +4.6k +4,639
48 Balboa Wealth Partners 0.17% of their portfolio SCOTTSDALE, AZ 19,27319.3k $1.3m $1.3m 0.17% Reduced -9.9k -9,912
49 Gladstone Institutional Advisory LLC 0.04% of their portfolio Bedminster, NJ 18,95719.0k $1.2m $1.2m 0.04% Added +97 +97
50 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.29% of their portfolio Pittsburgh, PA 18,00218.0k $1.2m $1.2m 0.29% Added +209 +209
51 Kraft, Davis & Associates, LLC 0.22% of their portfolio St. Louis, MO 16,12316.1k $1.0m $1.0m 0.22% Added +165 +165
52 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,64215.6k $1.0m $1.0m 0.01% Added +782 +782
53 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 15,08715.1k $978.5k $978.5k 0.00% New
54 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 14,80114.8k $960.0k $960.0k 0.01% New
55 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 14,36114.4k $931.5k $931.5k 0.02% Added +8.7k +8,745
56 Mosley Wealth Management 0.29% of their portfolio ANAHEIM, CA 14,08814.1k $913.8k $913.8k 0.29% Reduced -185.8k -185,813
57 Zullo Investment Group, Inc. 0.31% of their portfolio SCRANTON, PA 13,80613.8k $895.5k $895.5k 0.31% Reduced -30 -30
58 Spinnaker Investment Group, LLC 0.14% of their portfolio Newport Beach, CA 13,66113.7k $886.1k $886.1k 0.14% New
59 SILVER OAK SECURITIES, INCORPORATED 0.05% of their portfolio JACKSON, TN 12,18612.2k $790.4k $790.4k 0.05% Added +10 +10
60 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 11,74111.7k $761.5k $761.5k 0.02% Reduced -383 -383
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,69311.7k $758.4k $758.4k 0.00% Added +329 +329
62 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 11,67611.7k $759.1k $759.1k 0.07% Reduced -18 -18
63 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,56111.6k $749.8k $749.8k 0.00% Added +2.9k +2,932
64 Triumph Capital Management 0.13% of their portfolio DENVER, CO 11,45111.5k $742.7k $742.7k 0.13% Reduced -369 -369
65 Argent Trust Co 0.02% of their portfolio NASHVILLE, TN 11,40511.4k $739.7k $739.7k 0.02% Reduced -406 -406
66 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 11,13711.1k $722.3k $722.3k 0.03% Added +1.0k +1,005
67 PKS Advisory Services, LLC 0.11% of their portfolio ALBANY, NY 10,94410.9k $709.8k $709.8k 0.11% New
68 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,90310.9k $707.0k $707.0k 0.00% Unchanged
69 FSA Advisors, Inc. 0.32% of their portfolio TROY, MI 10,61110.6k $688.2k $688.2k 0.32% Added +2.2k +2,172
70 ONE WEALTH CAPITAL MANAGEMENT, LLC 0.19% of their portfolio SCOTTSDALE, AZ 10,18610.2k $660.7k $660.7k 0.19% Added +3.3k +3,349
71 Richard W. Paul & Associates, LLC 0.20% of their portfolio NOVI, MI 10,08310.1k $654.0k $654.0k 0.20% Reduced -370 -370
72 Kelly Financial Services LLC 0.14% of their portfolio BRAINTREE, MA 9,8079.8k $636.1k $636.1k 0.14% Reduced -315 -315
73 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 9,6709.7k $627.2k $627.2k 0.01% Added +335 +335
74 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 9,5989.6k $622.5k $622.5k 0.02% Reduced -916 -916
75 EVOLUTION WEALTH MANAGEMENT INC. 0.36% of their portfolio FORT MYERS, FL 9,5449.5k $619.0k $619.0k 0.36% Reduced -580 -580
76 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,5498.5k $554.5k $554.5k 0.00% Reduced -225 -225
77 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 8,3348.3k $540.6k $540.6k 0.00% Added +4.1k +4,109
78 FWG Investments, LLC. 0.28% of their portfolio LEXINGTON, KY 8,0768.1k $523.8k $523.8k 0.28% Reduced -799 -799
79 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 8,0268.0k $514.1k $514.1k 0.02% Unchanged
80 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 7,9698.0k $516.9k $516.9k 0.01% Reduced -311 -311
81 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 7,5387.5k $488.9k $488.9k 0.03% Reduced -194 -194
82 Ethic Inc. 0.01% of their portfolio NEW YORK, NY 7,5007.5k $486.4k $486.4k 0.01% Added +2.2k +2,216
83 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 7,3057.3k $473.8k $473.8k 0.01% Reduced -6.8k -6,822
84 M1 Capital Management LLC 0.17% of their portfolio TROY, MI 7,2317.2k $469.0k $469.0k 0.17% Added +1.1k +1,149
85 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8436.8k $443.8k $443.8k 0.00% Added +3 +3
86 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 6,7906.8k $440.4k $440.4k 0.00% New
87 SILVERLAKE WEALTH MANAGEMENT LLC 0.08% of their portfolio WILLISTON, VT 6,5966.6k $427.8k $427.8k 0.08% Added +1 +1
88 J2 Capital Management Inc 0.29% of their portfolio TROY, MI 6,5526.6k $425.0k $425.0k 0.29% Unchanged
89 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,4816.5k $420.4k $420.4k 0.00% New
90 GATEWAY INVESTMENT ADVISERS LLC 0.00% of their portfolio CINCINNATI, OH 6,2506.2k $405.4k $405.4k 0.00% New
91 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 6,0846.1k $394.6k $394.6k 0.01% Reduced -517 -517
92 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 5,7885.8k $375.4k $375.4k 0.00% Reduced -3.2k -3,208
93 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 5,5035.5k $356.9k $356.9k 0.02% Added +95 +95
94 Castleview Partners, LLC 0.15% of their portfolio DALLAS, TX 5,2805.3k $342.5k $342.5k 0.15% Reduced -157 -157
95 Maia Wealth LLC 0.05% of their portfolio DENVER, CO 5,1575.2k $334.5k $334.5k 0.05% Added +68 +68
96 IAMS WEALTH MANAGEMENT, LLC 0.10% of their portfolio OMAHA, NE 5,0975.1k $330.6k $330.6k 0.10% Reduced -19.6k -19,597
97 Balefire, LLC 0.05% of their portfolio DALLAS, TX 4,7084.7k $305.4k $305.4k 0.05% Reduced -497 -497
98 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,3774.4k $283.9k $283.9k 0.00% Unchanged
99 PRIVATE CLIENT SERVICES, LLC 0.07% of their portfolio LOUISVILLE, KY 4,0164.0k $260.5k $260.5k 0.07% Added +3 +3
100 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 4,0014.0k $259.5k $259.5k 0.01% Reduced -2.6k -2,646