Vault-13

SSGA ACTIVE TR FISR

SPDR SSGA FXD · ETP · CUSIP 78470P507

77 institutional holders +4 vs Q1 2025
16,938,62516.9m shares reported held*
$437.7mreported value*
9 new 53 added 7 reduced 7 sold out net bought ≈ $119.5m (+4.6m 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.84.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 39Q4 22: 44Q1 23: 46Q2 23: 44Q3 23: 40Q4 23: 56Q1 24: 53Q2 24: 62Q3 24: 69Q4 24: 76Q1 25: 73Q2 25: 7777Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202239
Q4 202244
Q1 202346
Q2 202344
Q3 202340
Q4 202356
Q1 202453
Q2 202462
Q3 202469
Q4 202476
Q1 202573
Q2 202577

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 14 bought or addedQ3 23: 31 cut or sold outQ4 23: 29 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 37 bought or addedQ1 24: 20 cut or sold outQ2 24: 35 bought or addedQ2 24: 24 cut or sold outQ2 24Q3 24: 51 bought or addedQ3 24: 16 cut or sold outQ4 24: 20 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 32 cut or sold outQ2 25: 62 bought or addedQ2 25: 14 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231431
Q4 20232919
Q1 20243720
Q2 20243524
Q3 20245116
Q4 20242046
Q1 20254232
Q2 20256214

Biggest buyers

LPL Financial LLC Added +1,045,887+1.0m
Envestnet Portfolio Solutions, Inc. Added +1,023,979+1.0m
ENVESTNET ASSET MANAGEMENT INC Added +621,021+621.0k
Austin Private Wealth, LLC Added +391,136+391.1k
Hibernia Wealth Partners, LLC Added +336,131+336.1k
LANDMARK WEALTH MANAGEMENT, INC. Added +179,873+179.9k
PARK AVENUE SECURITIES LLC Added +144,479+144.5k
Signal Advisors Wealth, LLC Added +116,745+116.7k
Sanctuary Advisors, LLC Added +106,793+106.8k
NewEdge Advisors, LLC Added +106,221+106.2k

Biggest sellers

Atria Wealth Solutions, Inc. Sold out -29,881-29.9k
TOWNSQUARE CAPITAL LLC Sold out -29,582-29.6k
JANE STREET GROUP, LLC Sold out -18,491-18.5k
Worth Financial Advisory Group, LLC Sold out -10,715-10.7k
CITADEL ADVISORS LLC Sold out -10,055-10.1k
Merit Financial Group, LLC Reduced -7,950-8.0k
Allworth Financial LP Reduced -7,847-7.8k
Argent Trust Co Reduced -1,267-1.3k
FWG Investments, LLC. Reduced -1,130-1.1k
Financial Sense Advisors, Inc. Reduced -1,126-1.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 4,213,3864.2m $108.9m $108.9m 0.04% Added +1.0m +1,045,887
2 Envestnet Portfolio Solutions, Inc. 0.33% of their portfolio BERWYN, PA 3,500,8213.5m $90.5m $90.5m 0.33% Added +1.0m +1,023,979
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,354,2542.4m $60.8m $60.8m 0.02% Added +621.0k +621,021
4 Aspire Private Capital, LLC 5.12% of their portfolio Cornelius, NC 852,384852.4k $22.0m $22.0m 5.12% Added +74.0k +74,050
5 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 827,243827.2k $21.4m $21.4m 0.11% Added +106.2k +106,221
6 Hibernia Wealth Partners, LLC 6.52% of their portfolio BATON ROUGE, LA 692,390692.4k $17.9m $17.9m 6.52% Added +336.1k +336,131
7 Austin Private Wealth, LLC 1.33% of their portfolio Austin, TX 652,063652.1k $16.8m $16.8m 1.33% Added +391.1k +391,136
8 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 517,426517.4k $13.4m $13.4m 0.12% Added +144.5k +144,479
9 Raleigh Capital Management Inc. 4.92% of their portfolio CARY, NC 453,825453.8k $11.7m $11.7m 4.92% Added +56.7k +56,720
10 LANDMARK WEALTH MANAGEMENT, INC. 4.94% of their portfolio NORMAL, IL 446,112446.1k $11.5m $11.5m 4.94% Added +179.9k +179,873
11 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 324,287324.3k $8.4m $8.4m 0.01% Added +58.9k +58,929
12 AXXCESS WEALTH MANAGEMENT, LLC 0.14% of their portfolio CARLSBAD, CA 226,716226.7k $5.9m $5.9m 0.14% Added +28.4k +28,397
13 Signal Advisors Wealth, LLC 0.44% of their portfolio DETROIT, MI 217,318217.3k $5.6m $5.6m 0.44% Added +116.7k +116,745
14 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 178,756178.8k $4.6m $4.6m 0.03% Added +106.8k +106,793
15 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 134,162134.2k $3.5m $3.5m 0.03% Added +28.7k +28,652
16 NOVUS ADVISORS, LLC 5.27% of their portfolio GREENVILLE, SC 133,562133.6k $3.5m $3.5m 5.27% Added +25.6k +25,557
17 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 123,636123.6k $3.2m $3.2m 0.08% Added +51.8k +51,781
18 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 113,105113.1k $2.9m $2.9m 0.07% Added +46.9k +46,914
19 Balboa Wealth Partners 0.47% of their portfolio SCOTTSDALE, AZ 90,92390.9k $2.3m $2.3m 0.47% Added +11.0k +11,019
20 LOCKERMAN FINANCIAL GROUP, INC. 2.94% of their portfolio NEWPORT BEACH, CA 84,41784.4k $2.2m $2.2m 2.94% Added +15.7k +15,719
21 International Private Wealth Advisors LLC 1.67% of their portfolio SAN DIEGO, CA 75,15875.2k $1.9m $1.9m 1.67% Added +17.6k +17,558
22 Argent Trust Co 0.06% of their portfolio NASHVILLE, TN 60,88260.9k $1.6m $1.6m 0.06% Reduced -1.3k -1,267
23 IAMS WEALTH MANAGEMENT, LLC 0.68% of their portfolio OMAHA, NE 57,13857.1k $1.5m $1.5m 0.68% Added +16.6k +16,569
24 Outlook Wealth Advisors, LLC 0.33% of their portfolio SHENANDOAH, TX 50,19450.2k $1.3m $1.3m 0.33% Added +34.8k +34,822
25 GeoWealth Management, LLC 0.05% of their portfolio CHICAGO, IL 48,37548.4k $1.3m $1.3m 0.05% Added +10.5k +10,545
26 Global Financial Private Client, LLC 0.39% of their portfolio Sarasota, FL 40,26840.3k $1.0m $1.0m 0.39% Added +12.0k +11,957
27 Valtinson Bruner Financial Planning LLC 0.27% of their portfolio NEW BRIGHTON, MN 33,34933.3k $861.7k $861.7k 0.27% Added +25.6k +25,614
28 True Vision MN LLC 0.42% of their portfolio WOODBURY, MN 29,14429.1k $753.1k $753.1k 0.42% Added +2.3k +2,327
29 Balefire, LLC 0.15% of their portfolio DALLAS, TX 27,46227.5k $709.6k $709.6k 0.15% Added +644 +644
30 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,72926.7k $691.0k $691.0k 0.00% New
31 Kelly Financial Services LLC 0.19% of their portfolio BRAINTREE, MA 24,59324.6k $635.5k $635.5k 0.19% Reduced -232 -232
32 Quadcap Wealth Management, LLC 0.07% of their portfolio Frisco, TX 21,70421.7k $560.8k $560.8k 0.07% Unchanged
33 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 19,54719.5k $505.1k $505.1k 0.01% Reduced -8.0k -7,950
34 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 19,22119.2k $496.7k $496.7k 0.01% Added +14.8k +14,844
35 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,52418.5k $479.0k $479.0k 0.00% Added +260 +260
36 Capital Asset Advisory Services LLC 0.02% of their portfolio Williamston, MI 18,45418.5k $474.6k $474.6k 0.02% Added +4.0k +4,039
37 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.22% of their portfolio Pittsburgh, PA 16,99617.0k $439.2k $439.2k 0.22% Added +3.1k +3,061
38 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 16,65316.7k $430.3k $430.3k 0.00% Added +4.1k +4,095
39 Empirical Asset Management, LLC 0.13% of their portfolio WELLESLEY, MA 15,67415.7k $405.0k $405.0k 0.13% Added +954 +954
40 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 15,62615.6k $403.8k $403.8k 0.01% New
41 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 15,60515.6k $403.3k $403.3k 0.00% Added +856 +856
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,51115.5k $400.8k $400.8k 0.00% Reduced -29 -29
43 FSA Advisors, Inc. 0.31% of their portfolio TROY, MI 14,69514.7k $379.7k $379.7k 0.31% Added +2.2k +2,183
44 Richard W. Paul & Associates, LLC 0.14% of their portfolio NOVI, MI 14,68914.7k $379.6k $379.6k 0.14% Added +9.9k +9,897
45 FWG Investments, LLC. 0.26% of their portfolio LEXINGTON, KY 12,99213.0k $335.7k $335.7k 0.26% Reduced -1.1k -1,130
46 Midwest Financial Network, LLC 0.31% of their portfolio TINLEY PARK, IL 12,11012.1k $312.9k $312.9k 0.31% Added +3.2k +3,220
47 MARIPAU WEALTH MANAGEMENT LLC 0.16% of their portfolio FORT WAYNE, IN 12,08412.1k $312.3k $312.3k 0.16% Added +1.5k +1,508
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,43811.4k $295.6k $295.6k 0.00% New
49 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 11,09611.1k $286.7k $286.7k 0.00% Added +406 +406
50 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 10,88310.9k $279.0k $279.0k 0.02% Unchanged
51 HBW ADVISORY SERVICES LLC 0.03% of their portfolio SIMI VALLEY, CA 10,46510.5k $270.4k $270.4k 0.03% Added +815 +815
52 MSH Capital Advisors LLC 0.07% of their portfolio SCOTTSDALE, AZ 9,8289.8k $254.0k $254.0k 0.07% Added +1.4k +1,437
53 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% of their portfolio KOKOMO, IN 9,6439.6k $249.2k $249.2k 0.02% Added +3.1k +3,074
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,6189.6k $248.0k $248.0k 0.00% Added +4.8k +4,809
55 Triumph Capital Management 0.07% of their portfolio DENVER, CO 9,2829.3k $239.8k $239.8k 0.07% New
56 Hilltop Holdings Inc. 0.01% of their portfolio DALLAS, TX 9,0409.0k $233.6k $233.6k 0.01% New
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,5058.5k $219.8k $219.8k 0.00% Unchanged
58 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,4418.4k $218.2k $218.2k 0.00% Added +7.1k +7,082
59 PKS Advisory Services, LLC 0.05% of their portfolio ALBANY, NY 8,1358.1k $207.9k $207.9k 0.05% New
60 Financial Sense Advisors, Inc. 0.05% of their portfolio SAN DIEGO, CA 8,0998.1k $209.3k $209.3k 0.05% Reduced -1.1k -1,126
61 Mascagni Wealth Management, Inc. 0.18% of their portfolio CLINTON, MS 7,9618.0k $205.7k $205.7k 0.18% Added +25 +25
62 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,8935.9k $152.3k $152.3k 0.00% Reduced -7.8k -7,847
63 Transce3nd, LLC 0.06% of their portfolio BUDA, TX 5,8145.8k $150.2k $150.2k 0.06% Added +2.9k +2,930
64 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 4,9354.9k $127.0k $127.0k 0.01% Added +4.2k +4,162
65 RICHARDSON FINANCIAL SERVICES INC. 0.07% of their portfolio MEDWAY, MA 4,1964.2k $108.4k $108.4k 0.07% Added +1.1k +1,090
66 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,7132.7k $70.1k $70.1k 0.00% First filing
67 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,6882.7k $69.5k $69.5k 0.00% Added +1.1k +1,078
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,1302.1k $55.0k $55.0k 0.00% Added +55 +55
69 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8481.8k $47.8k $47.8k 0.00% Added +350 +350
70 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,7061.7k $44.1k $44.1k 0.00% New
71 UBS Group AG 0.00% of their portfolio ZURICH, V8 509509 $13.2k $13.2k 0.00% New
72 Covestor Ltd 0.00% of their portfolio LONDON, X0 199199 $5.0k $5.0k 0.00% Added +96 +96
73 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 6060 $1.6k $1.6k 0.00% Unchanged
74 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 5959 $1.5k $1.5k 0.00% Unchanged
75 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 2424 $620 $620 0.00% First filing
76 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 44 $103 $103 0.00% New
77 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged