Vault-13

SSGA ACTIVE TR FISR

SPDR SSGA FXD · ETP · CUSIP 78470P507

64 institutional holders -13 vs Q2 2025
9,702,8959.7m shares reported held*
$252.8mreported value*
5 new 10 added 45 reduced 17 sold out net sold ≈ $180.9m (-6.9m 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 ($10.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.05.

Trends to Q3 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: 77Q3 25: 6464Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202564

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 29 bought or addedQ4 23: 19 cut or sold outQ1 24: 37 bought or addedQ1 24: 20 cut or sold outQ1 24Q2 24: 35 bought or addedQ2 24: 24 cut or sold outQ3 24: 51 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 20 bought or addedQ4 24: 46 cut or sold outQ1 25: 42 bought or addedQ1 25: 32 cut or sold outQ1 25Q2 25: 62 bought or addedQ2 25: 14 cut or sold outQ3 25: 15 bought or addedQ3 25: 62 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232919
Q1 20243720
Q2 20243524
Q3 20245116
Q4 20242046
Q1 20254232
Q2 20256214
Q3 20251562

Biggest buyers

Aspire Private Capital, LLC Added +612,040+612.0k
CITADEL ADVISORS LLC New +74,306+74.3k
RAYMOND JAMES FINANCIAL INC Added +40,022+40.0k
MORGAN STANLEY New +12,722+12.7k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +8,586+8.6k
October Effect Ltd New +7,727+7.7k
Steward Partners Investment Advisory, LLC New +5,302+5.3k
WELLS FARGO & COMPANY/MN Added +1,394+1.4k
MSH Capital Advisors LLC Added +950+950
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +768+768

Biggest sellers

LPL Financial LLC Reduced -2,234,916-2.2m
Envestnet Portfolio Solutions, Inc. Reduced -1,723,491-1.7m
ENVESTNET ASSET MANAGEMENT INC Reduced -1,025,455-1.0m
Austin Private Wealth, LLC Reduced -414,366-414.4k
Hibernia Wealth Partners, LLC Reduced -341,097-341.1k
LANDMARK WEALTH MANAGEMENT, INC. Reduced -314,554-314.6k
PARK AVENUE SECURITIES LLC Reduced -278,643-278.6k
Signal Advisors Wealth, LLC Reduced -171,120-171.1k
AXXCESS WEALTH MANAGEMENT, LLC Reduced -111,010-111.0k
NewEdge Advisors, LLC Reduced -110,158-110.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,978,4702.0m $51.5m $51.5m 0.02% Reduced -2.2m -2,234,916
2 Envestnet Portfolio Solutions, Inc. 0.17% of their portfolio BERWYN, PA 1,777,3301.8m $46.3m $46.3m 0.17% Reduced -1.7m -1,723,491
3 Aspire Private Capital, LLC 4.29% of their portfolio Cornelius, NC 1,464,4241.5m $38.0m $38.0m 4.29% Added +612.0k +612,040
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,328,7991.3m $34.6m $34.6m 0.01% Reduced -1.0m -1,025,455
5 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 717,085717.1k $18.7m $18.7m 0.08% Reduced -110.2k -110,158
6 Hibernia Wealth Partners, LLC 5.86% of their portfolio BATON ROUGE, LA 351,293351.3k $9.2m $9.2m 5.86% Reduced -341.1k -341,097
7 Raleigh Capital Management Inc. 3.44% of their portfolio CARY, NC 347,307347.3k $9.0m $9.0m 3.44% Reduced -106.5k -106,518
8 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 271,744271.7k $7.1m $7.1m 0.01% Reduced -52.5k -52,543
9 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 238,783238.8k $6.2m $6.2m 0.05% Reduced -278.6k -278,643
10 Austin Private Wealth, LLC 0.48% of their portfolio Austin, TX 237,697237.7k $6.2m $6.2m 0.48% Reduced -414.4k -414,366
11 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 146,087146.1k $3.8m $3.8m 0.01% Reduced -32.7k -32,669
12 LANDMARK WEALTH MANAGEMENT, INC. 1.34% of their portfolio NORMAL, IL 131,558131.6k $3.4m $3.4m 1.34% Reduced -314.6k -314,554
13 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 115,706115.7k $3.0m $3.0m 0.06% Reduced -111.0k -111,010
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 74,30674.3k $1.9m $1.9m 0.00% New
15 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 69,15469.2k $1.8m $1.8m 0.01% Reduced -65.0k -65,008
16 NOVUS ADVISORS, LLC 3.62% of their portfolio GREENVILLE, SC 60,52360.5k $1.6m $1.6m 3.62% Reduced -73.0k -73,039
17 Argent Trust Co 0.06% of their portfolio NASHVILLE, TN 59,81759.8k $1.6m $1.6m 0.06% Reduced -1.1k -1,065
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,53355.5k $1.4m $1.4m 0.00% Added +40.0k +40,022
19 International Private Wealth Advisors LLC 0.85% of their portfolio SAN DIEGO, CA 52,09052.1k $1.4m $1.4m 0.85% Reduced -23.1k -23,068
20 Balboa Wealth Partners 0.22% of their portfolio SCOTTSDALE, AZ 48,59548.6k $1.3m $1.3m 0.22% Reduced -42.3k -42,328
21 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 48,16048.2k $1.3m $1.3m 0.03% Reduced -64.9k -64,945
22 LOCKERMAN FINANCIAL GROUP, INC. 1.54% of their portfolio NEWPORT BEACH, CA 46,90146.9k $1.2m $1.2m 1.54% Reduced -37.5k -37,516
23 Signal Advisors Wealth, LLC 0.11% of their portfolio DETROIT, MI 46,19846.2k $1.2m $1.2m 0.11% Reduced -171.1k -171,120
24 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 41,85241.9k $1.1m $1.1m 0.03% Reduced -81.8k -81,784
25 IAMS WEALTH MANAGEMENT, LLC 0.31% of their portfolio OMAHA, NE 29,54829.5k $769.9k $769.9k 0.31% Reduced -27.6k -27,590
26 True Vision MN LLC 0.36% of their portfolio WOODBURY, MN 26,45426.5k $689.3k $689.3k 0.36% Reduced -2.7k -2,690
27 Balefire, LLC 0.12% of their portfolio DALLAS, TX 23,81923.8k $620.6k $620.6k 0.12% Reduced -3.6k -3,643
28 Quadcap Wealth Management, LLC 0.06% of their portfolio Frisco, TX 21,00421.0k $547.3k $547.3k 0.06% Reduced -700 -700
29 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 19,98620.0k $520.7k $520.7k 0.02% Reduced -28.4k -28,389
30 Valtinson Bruner Financial Planning LLC 0.15% of their portfolio NEW BRIGHTON, MN 19,13519.1k $498.6k $498.6k 0.15% Reduced -14.2k -14,214
31 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 18,22918.2k $475.0k $475.0k 0.03% Added +8.6k +8,586
32 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,21618.2k $475.0k $475.0k 0.00% Reduced -308 -308
33 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 17,78517.8k $463.4k $463.4k 0.00% Reduced -1.8k -1,762
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,76716.8k $436.9k $436.9k 0.00% Reduced -10.0k -9,962
35 Kelly Financial Services LLC 0.10% of their portfolio BRAINTREE, MA 14,89914.9k $388.2k $388.2k 0.10% Reduced -9.7k -9,694
36 Empirical Asset Management, LLC 0.09% of their portfolio WELLESLEY, MA 13,12513.1k $342.0k $342.0k 0.09% Reduced -2.5k -2,549
37 Global Financial Private Client, LLC 0.12% of their portfolio Sarasota, FL 13,07213.1k $340.6k $340.6k 0.12% Reduced -27.2k -27,196
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 12,72212.7k $331.5k $331.5k 0.00% New
39 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 12,71012.7k $331.2k $331.2k 0.00% Reduced -2.9k -2,916
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,20612.2k $318.0k $318.0k 0.00% Added +768 +768
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,77511.8k $306.8k $306.8k 0.00% Reduced -4.9k -4,878
42 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 10,88310.9k $286.3k $286.3k 0.02% Unchanged
43 MSH Capital Advisors LLC 0.08% of their portfolio SCOTTSDALE, AZ 10,77810.8k $280.8k $280.8k 0.08% Added +950 +950
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,2978.3k $216.2k $216.2k 0.00% Reduced -144 -144
45 Financial Sense Advisors, Inc. 0.04% of their portfolio SAN DIEGO, CA 8,0998.1k $211.0k $211.0k 0.04% Unchanged
46 Triumph Capital Management 0.05% of their portfolio DENVER, CO 7,7287.7k $201.4k $201.4k 0.05% Reduced -1.6k -1,554
47 October Effect Ltd 0.22% of their portfolio VIRGINIA BEACH, VA 7,7277.7k $201.3k $201.3k 0.22% New
48 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,3025.3k $138.1k $138.1k 0.00% New
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,8094.8k $125.0k $125.0k 0.00% Reduced -4.8k -4,809
50 RICHARDSON FINANCIAL SERVICES INC. 0.17% of their portfolio MEDWAY, MA 4,6254.6k $281.6k $281.6k 0.17% Added +429 +429
51 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,2094.2k $109.7k $109.7k 0.00% Reduced -1.7k -1,684
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,5243.5k $91.8k $91.8k 0.00% Added +1.4k +1,394
53 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,4242.4k $63.2k $63.2k 0.00% Reduced -289 -289
54 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,7061.7k $44.5k $44.5k 0.00% Unchanged
55 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,2441.2k $32.4k $32.4k 0.00% Reduced -18.0k -17,977
56 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 627627 $16.3k $16.3k 0.00% Reduced -1.2k -1,221
57 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 534534 $13.9k $13.9k 0.00% Reduced -2.2k -2,154
58 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 337337 $8.8k $8.8k 0.00% Reduced -14.4k -14,352
59 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 236236 $6.1k $6.1k 0.01% Added +232 +232
60 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 6565 $1.7k $1.7k 0.00% Added +6 +6
61 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 6161 $1.6k $1.6k 0.00% Added +1 +1
62 Covestor Ltd 0.00% of their portfolio LONDON, X0 4646 $1.0k $1.0k 0.00% Reduced -153 -153
63 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 2424 $625 $625 0.00% Unchanged
64 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 1111 $299 $299 0.00% New