Vault-13

SSGA ACTIVE TR FISR

SPDR SSGA FXD · ETP · CUSIP 78470P507

79 institutional holders +1 vs Q4 2025
18,160,98318.2m shares reported held*
$467.1mreported value*
9 new 47 added 14 reduced 6 sold out net bought ≈ $124.8m (+4.9m 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.72.

Trends to Q1 2026

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: 78Q1 26: 7979Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202679

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 60 bought or addedQ4 25: 16 cut or sold outQ1 26: 56 bought or addedQ1 26: 20 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243524
Q3 20245116
Q4 20242046
Q1 20254232
Q2 20256214
Q3 20251562
Q4 20256016
Q1 20265620

Biggest buyers

LPL Financial LLC Added +1,112,925+1.1m
Envestnet Portfolio Solutions, Inc. Added +1,075,433+1.1m
ENVESTNET ASSET MANAGEMENT INC Added +1,071,102+1.1m
Cerity Partners LLC New +619,792+619.8k
PARK AVENUE SECURITIES LLC Added +101,260+101.3k
Aspire Private Capital, LLC Added +90,299+90.3k
LANDMARK WEALTH MANAGEMENT, INC. Added +84,129+84.1k
Raleigh Capital Management Inc. Added +75,675+75.7k
PRINCIPAL SECURITIES, INC. Added +72,372+72.4k
HighTower Advisors, LLC Added +57,915+57.9k

Biggest sellers

Sanctuary Advisors, LLC Reduced -46,606-46.6k
CITADEL ADVISORS LLC Sold out -23,165-23.2k
Worth Financial Advisory Group, LLC Sold out -14,062-14.1k
OSAIC HOLDINGS, INC. Reduced -7,309-7.3k
ROYAL BANK OF CANADA Reduced -6,326-6.3k
Kestra Advisory Services, LLC Sold out -5,386-5.4k
Quadcap Wealth Management, LLC Reduced -3,741-3.7k
Private Advisor Group, LLC Reduced -3,606-3.6k
BANK OF AMERICA CORP /DE/ Sold out -3,329-3.3k
WELLS FARGO & COMPANY/MN Sold out -3,101-3.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 4,359,3464.4m $112.1m $112.1m 0.03% Added +1.1m +1,112,925
2 Envestnet Portfolio Solutions, Inc. 0.53% of their portfolio BERWYN, PA 3,721,9543.7m $95.7m $95.7m 0.53% Added +1.1m +1,075,433
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,920,5412.9m $75.1m $75.1m 0.02% Added +1.1m +1,071,102
4 Aspire Private Capital, LLC 5.20% of their portfolio Cornelius, NC 896,592896.6k $23.1m $23.1m 5.20% Added +90.3k +90,299
5 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 851,455851.5k $21.9m $21.9m 0.08% Added +57.7k +57,734
6 Hibernia Wealth Partners, LLC 5.77% of their portfolio BATON ROUGE, LA 759,071759.1k $19.5m $19.5m 5.77% Added +33.5k +33,483
7 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 619,792619.8k $15.9m $15.9m 0.02% New
8 Raleigh Capital Management Inc. 4.61% of their portfolio CARY, NC 519,004519.0k $13.3m $13.3m 4.61% Added +75.7k +75,675
9 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 468,814468.8k $12.1m $12.1m 0.09% Added +101.3k +101,260
10 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 427,008427.0k $11.0m $11.0m 0.01% Added +57.9k +57,915
11 LANDMARK WEALTH MANAGEMENT, INC. 3.71% of their portfolio NORMAL, IL 382,677382.7k $9.8m $9.8m 3.71% Added +84.1k +84,129
12 AXXCESS WEALTH MANAGEMENT, LLC 0.15% of their portfolio CARLSBAD, CA 178,608178.6k $4.6m $4.6m 0.15% Added +31.8k +31,836
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 160,594160.6k $4.1m $4.1m 0.00% Added +20.5k +20,499
14 Signal Advisors Wealth, LLC 0.26% of their portfolio DETROIT, MI 146,260146.3k $3.8m $3.8m 0.26% Added +52.0k +51,955
15 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 140,080140.1k $3.6m $3.6m 0.01% Added +42.0k +42,005
16 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 133,883133.9k $3.4m $3.4m 0.02% Added +32.7k +32,743
17 NOVUS ADVISORS, LLC 7.20% of their portfolio GREENVILLE, SC 125,147125.1k $3.2m $3.2m 7.20% Added +27.3k +27,324
18 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 121,367121.4k $3.1m $3.1m 0.05% Added +44.3k +44,328
19 LOCKERMAN FINANCIAL GROUP, INC. 4.79% of their portfolio NEWPORT BEACH, CA 103,473103.5k $2.7m $2.7m 4.79% Added +31.8k +31,827
20 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 100,370100.4k $2.6m $2.6m 0.06% Added +27.1k +27,098
21 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 94,68094.7k $2.4m $2.4m 0.04% Added +72.4k +72,372
22 Legacy Wealth Partners, LLC 0.60% of their portfolio Lakewood, CO 92,53892.5k $2.4m $2.4m 0.60% Added +28.1k +28,141
23 Balboa Wealth Partners 0.39% of their portfolio SCOTTSDALE, AZ 90,38890.4k $2.3m $2.3m 0.39% Added +18.3k +18,294
24 International Private Wealth Advisors LLC 1.33% of their portfolio SAN DIEGO, CA 84,75084.8k $2.2m $2.2m 1.33% Added +13.7k +13,731
25 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 58,96359.0k $1.5m $1.5m 0.01% Reduced -46.6k -46,606
26 Valtinson Bruner Financial Planning LLC 0.41% of their portfolio NEW BRIGHTON, MN 58,44158.4k $1.5m $1.5m 0.41% Added +7.6k +7,626
27 Argent Trust Co 0.05% of their portfolio NASHVILLE, TN 53,18453.2k $1.4m $1.4m 0.05% Reduced -665 -665
28 True Vision MN LLC 0.60% of their portfolio WOODBURY, MN 45,41945.4k $1.2m $1.2m 0.60% Added +9.8k +9,813
29 IAMS WEALTH MANAGEMENT, LLC 0.35% of their portfolio OMAHA, NE 39,07039.1k $1.0m $1.0m 0.35% Reduced -2.1k -2,137
30 WealthPoint Financial, LLC 0.78% of their portfolio CRAMERTON, NC 36,40936.4k $936.4k $936.4k 0.78% Added +15.4k +15,360
31 GeoWealth Management, LLC 0.03% of their portfolio CHICAGO, IL 34,71834.7k $892.9k $892.9k 0.03% Added +5.7k +5,746
32 Global Assets Advisory, LLC 0.24% of their portfolio ORLANDO, FL 31,99032.0k $817.3k $817.3k 0.24% New
33 Global Financial Private Client, LLC 0.25% of their portfolio Sarasota, FL 29,31529.3k $754.0k $754.0k 0.25% Added +7.6k +7,562
34 Balefire, LLC 0.12% of their portfolio DALLAS, TX 25,15925.2k $647.1k $647.1k 0.12% Reduced -48 -48
35 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 23,83223.8k $613.0k $613.0k 0.01% Added +8.4k +8,366
36 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 21,31521.3k $548.2k $548.2k 0.03% Added +2.3k +2,290
37 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,22319.2k $494.0k $494.0k 0.00% Added +1.7k +1,710
38 Outlook Wealth Advisors, LLC 0.12% of their portfolio SHENANDOAH, TX 19,05319.1k $490.0k $490.0k 0.12% Added +10.4k +10,445
39 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 17,34417.3k $446.1k $446.1k 0.01% Added +4.3k +4,294
40 FSA Advisors, Inc. 0.29% of their portfolio TROY, MI 16,95617.0k $436.1k $436.1k 0.29% Added +1.7k +1,688
41 Kelly Financial Services LLC 0.10% of their portfolio BRAINTREE, MA 16,57116.6k $426.2k $426.2k 0.10% Added +2.7k +2,698
42 Quadcap Wealth Management, LLC 0.05% of their portfolio Frisco, TX 16,18016.2k $416.1k $416.1k 0.05% Reduced -3.7k -3,741
43 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.13% of their portfolio Pittsburgh, PA 15,64715.6k $402.4k $402.4k 0.13% Added +5.0k +5,044
44 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 15,02615.0k $386.5k $386.5k 0.00% Reduced -1.4k -1,384
45 Integrity Wealth Partners, LLC 0.34% of their portfolio WALNUT CREEK, CA 14,89114.9k $383.0k $383.0k 0.34% First filing
46 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,64713.6k $351.0k $351.0k 0.00% Reduced -3.6k -3,606
47 October Effect Ltd 0.38% of their portfolio VIRGINIA BEACH, VA 12,80512.8k $329.3k $329.3k 0.38% Added +4.8k +4,819
48 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 12,10212.1k $311.3k $311.3k 0.00% Reduced -2.9k -2,937
49 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 12,03112.0k $311.2k $311.2k 0.01% New
50 Empirical Asset Management, LLC 0.08% of their portfolio WELLESLEY, MA 11,25711.3k $289.5k $289.5k 0.08% Added +627 +627
51 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 10,88310.9k $279.9k $279.9k 0.02% Unchanged
52 MSH Capital Advisors LLC 0.06% of their portfolio SCOTTSDALE, AZ 10,77810.8k $277.2k $277.2k 0.06% Unchanged
53 MARIPAU WEALTH MANAGEMENT LLC 0.10% of their portfolio FORT WAYNE, IN 9,2729.3k $238.5k $238.5k 0.10% Added +1.3k +1,319
54 FWG Investments, LLC. 0.14% of their portfolio LEXINGTON, KY 8,8138.8k $226.7k $226.7k 0.14% Added +248 +248
55 Triumph Capital Management 0.05% of their portfolio DENVER, CO 8,6558.7k $222.6k $222.6k 0.05% Added +2.3k +2,331
56 Financial Sense Advisors, Inc. 0.04% of their portfolio SAN DIEGO, CA 8,3838.4k $215.6k $215.6k 0.04% Reduced -687 -687
57 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,3428.3k $214.6k $214.6k 0.00% New
58 Richard W. Paul & Associates, LLC 0.05% of their portfolio NOVI, MI 5,4275.4k $139.6k $139.6k 0.05% Added +3.0k +2,989
59 BROWN, LISLE/CUMMINGS, INC. 0.02% of their portfolio PROVIDENCE, RI 2,9202.9k $75.1k $75.1k 0.02% New
60 RICHARDSON FINANCIAL SERVICES INC. 0.04% of their portfolio MEDWAY, MA 2,3232.3k $59.7k $59.7k 0.04% Added +124 +124
61 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,9351.9k $49.6k $49.6k 0.00% Added +1.2k +1,192
62 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,8531.9k $47.5k $47.5k 0.00% Added +463 +463
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,5901.6k $40.9k $40.9k 0.00% New
64 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,2831.3k $33.0k $33.0k 0.00% Reduced -17 -17
65 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,1411.1k $29.3k $29.3k 0.00% Reduced -7.3k -7,309
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 615615 $15.8k $15.8k 0.00% Unchanged
67 Covestor Ltd 0.01% of their portfolio LONDON, X0 581581 $15.0k $15.0k 0.01% Added +365 +365
68 Merkkuri Wealth Advisors LLC 0.01% of their portfolio HICKSVILLE, NY 367367 $9.4k $9.4k 0.01% New
69 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 309309 $7.9k $7.9k 0.01% Unchanged
70 Lloyd Advisory Services, LLC. 0.00% of their portfolio SUWANEE, GA 162162 $4.2k $4.2k 0.00% New
71 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 162162 $4.2k $4.2k 0.00% Reduced -1 -1
72 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 7676 $1.9k $1.9k 0.00% Unchanged
73 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 7272 $1.9k $1.9k 0.00% Reduced -13 -13
74 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 6565 $1.7k $1.7k 0.00% Unchanged
75 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 6262 $1.6k $1.6k 0.00% Unchanged
76 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5050 $1.3k $1.3k 0.00% New
77 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 1212 $301 $301 0.00% Unchanged
78 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 1212 $309 $309 0.00% Added +11 +11
79 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11 $0 $0 0.00% Reduced -6.3k -6,326