Vault-13

SSGA ACTIVE TR FISR

SPDR SSGA FXD · ETP · CUSIP 78470P507

78 institutional holders +14 vs Q3 2025
13,778,44713.8m shares reported held*
$357.0mreported value*
15 new 45 added 12 reduced 4 sold out net bought ≈ $94.9m (+3.7m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.91.

Trends to Q4 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: 64Q4 25: 7878Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202578

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 15 bought or addedQ3 25: 62 cut or sold outQ4 25: 60 bought or addedQ4 25: 16 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243720
Q2 20243524
Q3 20245116
Q4 20242046
Q1 20254232
Q2 20256214
Q3 20251562
Q4 20256016

Biggest buyers

LPL Financial LLC Added +1,267,951+1.3m
Envestnet Portfolio Solutions, Inc. Added +869,191+869.2k
ENVESTNET ASSET MANAGEMENT INC Added +520,640+520.6k
Hibernia Wealth Partners, LLC Added +374,295+374.3k
Austin Private Wealth, LLC Added +211,101+211.1k
LANDMARK WEALTH MANAGEMENT, INC. Added +166,990+167.0k
PARK AVENUE SECURITIES LLC Added +128,771+128.8k
HighTower Advisors, LLC Added +97,349+97.3k
Raleigh Capital Management Inc. Added +96,022+96.0k
RAYMOND JAMES FINANCIAL INC Added +84,562+84.6k

Biggest sellers

Aspire Private Capital, LLC Reduced -658,131-658.1k
CITADEL ADVISORS LLC Reduced -51,141-51.1k
Sanctuary Advisors, LLC Reduced -40,518-40.5k
Merit Financial Group, LLC Sold out -17,785-17.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,206-12.2k
Argent Trust Co Reduced -5,968-6.0k
Steward Partners Investment Advisory, LLC Sold out -5,302-5.3k
Allworth Financial LP Reduced -3,594-3.6k
Empirical Asset Management, LLC Reduced -2,495-2.5k
RICHARDSON FINANCIAL SERVICES INC. Reduced -2,426-2.4k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,246,4213.2m $84.1m $84.1m 0.02% Added +1.3m +1,267,951
2 Envestnet Portfolio Solutions, Inc. 0.24% of their portfolio BERWYN, PA 2,646,5212.6m $68.6m $68.6m 0.24% Added +869.2k +869,191
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,849,4391.8m $47.9m $47.9m 0.01% Added +520.6k +520,640
4 Aspire Private Capital, LLC 4.65% of their portfolio Cornelius, NC 806,293806.3k $20.9m $20.9m 4.65% Reduced -658.1k -658,131
5 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 793,721793.7k $20.6m $20.6m 0.07% Added +76.6k +76,636
6 Hibernia Wealth Partners, LLC 5.66% of their portfolio BATON ROUGE, LA 725,588725.6k $18.8m $18.8m 5.66% Added +374.3k +374,295
7 Austin Private Wealth, LLC 0.87% of their portfolio Austin, TX 448,798448.8k $11.6m $11.6m 0.87% Added +211.1k +211,101
8 Raleigh Capital Management Inc. 4.17% of their portfolio CARY, NC 443,329443.3k $11.5m $11.5m 4.17% Added +96.0k +96,022
9 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 369,093369.1k $9.6m $9.6m 0.01% Added +97.3k +97,349
10 PARK AVENUE SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 367,554367.6k $9.5m $9.5m 0.08% Added +128.8k +128,771
11 LANDMARK WEALTH MANAGEMENT, INC. 2.92% of their portfolio NORMAL, IL 298,548298.5k $7.7m $7.7m 2.92% Added +167.0k +166,990
12 AXXCESS WEALTH MANAGEMENT, LLC 0.07% of their portfolio CARLSBAD, CA 146,772146.8k $3.8m $3.8m 0.07% Added +31.1k +31,066
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 140,095140.1k $3.6m $3.6m 0.00% Added +84.6k +84,562
14 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 105,569105.6k $2.7m $2.7m 0.01% Reduced -40.5k -40,518
15 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 101,140101.1k $2.6m $2.6m 0.02% Added +32.0k +31,986
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 98,07598.1k $2.5m $2.5m 0.01% Added +81.3k +81,308
17 NOVUS ADVISORS, LLC 5.67% of their portfolio GREENVILLE, SC 97,82397.8k $2.5m $2.5m 5.67% Added +37.3k +37,300
18 Signal Advisors Wealth, LLC 0.19% of their portfolio DETROIT, MI 94,30594.3k $2.4m $2.4m 0.19% Added +48.1k +48,107
19 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 77,03977.0k $2.0m $2.0m 0.04% Added +28.9k +28,879
20 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 73,27273.3k $1.9m $1.9m 0.05% Added +31.4k +31,420
21 Balboa Wealth Partners 0.31% of their portfolio SCOTTSDALE, AZ 72,09472.1k $1.9m $1.9m 0.31% Added +23.5k +23,499
22 LOCKERMAN FINANCIAL GROUP, INC. 3.56% of their portfolio NEWPORT BEACH, CA 71,64671.6k $1.9m $1.9m 3.56% Added +24.7k +24,745
23 International Private Wealth Advisors LLC 1.16% of their portfolio SAN DIEGO, CA 71,01971.0k $1.8m $1.8m 1.16% Added +18.9k +18,929
24 Legacy Wealth Partners, LLC 0.43% of their portfolio Lakewood, CO 64,39764.4k $1.7m $1.7m 0.43% First filing
25 Argent Trust Co 0.05% of their portfolio NASHVILLE, TN 53,84953.8k $1.4m $1.4m 0.05% Reduced -6.0k -5,968
26 Valtinson Bruner Financial Planning LLC 0.38% of their portfolio NEW BRIGHTON, MN 50,81550.8k $1.3m $1.3m 0.38% Added +31.7k +31,680
27 IAMS WEALTH MANAGEMENT, LLC 0.39% of their portfolio OMAHA, NE 41,20741.2k $1.1m $1.1m 0.39% Added +11.7k +11,659
28 True Vision MN LLC 0.47% of their portfolio WOODBURY, MN 35,60635.6k $922.6k $922.6k 0.47% Added +9.2k +9,152
29 GeoWealth Management, LLC 0.03% of their portfolio CHICAGO, IL 28,97229.0k $750.7k $750.7k 0.03% Added +9.0k +8,986
30 Balefire, LLC 0.13% of their portfolio DALLAS, TX 25,20725.2k $653.1k $653.1k 0.13% Added +1.4k +1,388
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,16523.2k $600.2k $600.2k 0.00% Reduced -51.1k -51,141
32 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 22,30822.3k $578.0k $578.0k 0.01% Added +21.1k +21,064
33 Global Financial Private Client, LLC 0.20% of their portfolio Sarasota, FL 21,75321.8k $563.6k $563.6k 0.20% Added +8.7k +8,681
34 WealthPoint Financial, LLC 0.47% of their portfolio CRAMERTON, NC 21,04921.0k $545.4k $545.4k 0.47% First filing
35 Quadcap Wealth Management, LLC 0.06% of their portfolio Frisco, TX 19,92119.9k $516.2k $516.2k 0.06% Reduced -1.1k -1,083
36 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 19,02519.0k $492.9k $492.9k 0.03% Added +796 +796
37 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,51317.5k $454.0k $454.0k 0.00% Reduced -703 -703
38 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 17,25317.3k $447.0k $447.0k 0.00% Added +5.5k +5,478
39 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 16,41016.4k $425.2k $425.2k 0.01% New
40 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 15,46615.5k $400.7k $400.7k 0.01% New
41 FSA Advisors, Inc. 0.27% of their portfolio TROY, MI 15,26815.3k $395.6k $395.6k 0.27% New
42 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 15,03915.0k $389.7k $389.7k 0.00% Added +2.3k +2,317
43 Worth Financial Advisory Group, LLC 0.18% of their portfolio CHARLOTTE, NC 14,06214.1k $364.3k $364.3k 0.18% New
44 Kelly Financial Services LLC 0.09% of their portfolio BRAINTREE, MA 13,87313.9k $359.4k $359.4k 0.09% Reduced -1.0k -1,026
45 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 13,05013.1k $338.1k $338.1k 0.00% Added +340 +340
46 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 10,88310.9k $283.0k $283.0k 0.02% Unchanged
47 MSH Capital Advisors LLC 0.06% of their portfolio SCOTTSDALE, AZ 10,77810.8k $279.3k $279.3k 0.06% Unchanged
48 Empirical Asset Management, LLC 0.08% of their portfolio WELLESLEY, MA 10,63010.6k $275.4k $275.4k 0.08% Reduced -2.5k -2,495
49 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio Pittsburgh, PA 10,60310.6k $274.7k $274.7k 0.10% New
50 Financial Sense Advisors, Inc. 0.04% of their portfolio SAN DIEGO, CA 9,0709.1k $235.0k $235.0k 0.04% Added +971 +971
51 Outlook Wealth Advisors, LLC 0.05% of their portfolio SHENANDOAH, TX 8,6088.6k $223.0k $223.0k 0.05% New
52 FWG Investments, LLC. 0.14% of their portfolio LEXINGTON, KY 8,5658.6k $221.9k $221.9k 0.14% New
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,4508.4k $218.9k $218.9k 0.00% Added +153 +153
54 October Effect Ltd 0.23% of their portfolio VIRGINIA BEACH, VA 7,9868.0k $206.9k $206.9k 0.23% Added +259 +259
55 MARIPAU WEALTH MANAGEMENT LLC 0.09% of their portfolio FORT WAYNE, IN 7,9538.0k $206.1k $206.1k 0.09% New
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 6,3276.3k $164.0k $164.0k 0.00% Added +1.5k +1,518
57 Triumph Capital Management 0.04% of their portfolio DENVER, CO 6,3246.3k $163.9k $163.9k 0.04% Reduced -1.4k -1,404
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,3865.4k $139.6k $139.6k 0.00% New
59 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,6573.7k $94.8k $94.8k 0.00% Added +1.2k +1,233
60 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,3293.3k $86.3k $86.3k 0.00% New
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,1013.1k $80.3k $80.3k 0.00% Reduced -423 -423
62 Richard W. Paul & Associates, LLC 0.02% of their portfolio NOVI, MI 2,4382.4k $63.2k $63.2k 0.02% Added +2.1k +2,101
63 RICHARDSON FINANCIAL SERVICES INC. 0.01% of their portfolio MEDWAY, MA 2,1992.2k $29.3k $29.3k 0.01% Reduced -2.4k -2,426
64 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3901.4k $36.0k $36.0k 0.00% Added +856 +856
65 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,3001.3k $33.7k $33.7k 0.00% Added +673 +673
66 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 743743 $19.3k $19.3k 0.00% New
67 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 615615 $15.9k $15.9k 0.00% Reduced -3.6k -3,594
68 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 309309 $8.0k $8.0k 0.01% Added +73 +73
69 Covestor Ltd 0.00% of their portfolio LONDON, X0 216216 $6.0k $6.0k 0.00% Added +170 +170
70 FLAGSHIP HARBOR ADVISORS, LLC 0.00% of their portfolio BOSTON, MA 170170 $4.4k $4.4k 0.00% New
71 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 163163 $4.2k $4.2k 0.00% New
72 Motiv8 Investments LLC 0.00% of their portfolio PORT ST. LUCIE, FL 142142 $4.0k $4.0k 0.00% New
73 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 8585 $2.2k $2.2k 0.00% Added +61 +61
74 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 7676 $2.0k $2.0k 0.00% New
75 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 6565 $1.7k $1.7k 0.00% Unchanged
76 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 6262 $1.6k $1.6k 0.00% Added +1 +1
77 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 1212 $302 $302 0.00% Added +1 +1
78 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 11 $26 $26 0.00% First filing