Vault-13

SSGA ACTIVE TR FISR

SPDR SSGA FXD · ETP · CUSIP 78470P507

71 institutional holders -8 vs Q1 2026
15,435,57915.4m shares reported held*
$395.9mreported value*
7 new 19 added 39 reduced 12 sold out net sold ≈ $58.8m (-2.3m 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 ($11.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.65.

Trends to Q2 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: 79Q2 26: 7171Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202671

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 56 bought or addedQ1 26: 20 cut or sold outQ2 26: 26 bought or addedQ2 26: 51 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245116
Q4 20242046
Q1 20254232
Q2 20256214
Q3 20251562
Q4 20256016
Q1 20265620
Q2 20262651

Biggest buyers

PRINCIPAL SECURITIES, INC. Added +92,674+92.7k
Founders Financial Alliance, LLC New +69,169+69.2k
Cambridge Investment Research Advisors, Inc. Added +53,115+53.1k
Worth Financial Advisory Group, LLC New +15,619+15.6k
Arete Wealth Advisors, LLC New +12,253+12.3k
LOCKERMAN FINANCIAL GROUP, INC. Added +10,056+10.1k
CITADEL ADVISORS LLC New +9,682+9.7k
Thompson David Blair New +9,409+9.4k
Sanctuary Advisors, LLC Added +8,417+8.4k
CREATIVE FINANCIAL DESIGNS INC /ADV Added +8,155+8.2k

Biggest sellers

LPL Financial LLC Reduced -814,806-814.8k
Hibernia Wealth Partners, LLC Reduced -349,859-349.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -312,241-312.2k
Envestnet Portfolio Solutions, Inc. Reduced -227,621-227.6k
LANDMARK WEALTH MANAGEMENT, INC. Reduced -94,344-94.3k
Cerity Partners LLC Reduced -94,134-94.1k
Signal Advisors Wealth, LLC Reduced -69,718-69.7k
AXXCESS WEALTH MANAGEMENT, LLC Reduced -64,170-64.2k
PARK AVENUE SECURITIES LLC Reduced -63,912-63.9k
Balboa Wealth Partners Reduced -60,767-60.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,544,5403.5m $90.9m $90.9m 0.02% Reduced -814.8k -814,806
2 Envestnet Portfolio Solutions, Inc. 0.43% of their portfolio BERWYN, PA 3,494,3333.5m $89.6m $89.6m 0.43% Reduced -227.6k -227,621
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,608,3002.6m $66.9m $66.9m 0.02% Reduced -312.2k -312,241
4 Aspire Private Capital, LLC 4.52% of their portfolio Cornelius, NC 851,703851.7k $21.8m $21.8m 4.52% Reduced -44.9k -44,889
5 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 848,331848.3k $21.8m $21.8m 0.06% Reduced -3.1k -3,124
6 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 525,658525.7k $13.5m $13.5m 0.02% Reduced -94.1k -94,134
7 Raleigh Capital Management Inc. 4.02% of their portfolio CARY, NC 490,557490.6k $12.6m $12.6m 4.02% Reduced -28.4k -28,447
8 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 413,378413.4k $10.6m $10.6m 0.01% Reduced -13.6k -13,630
9 Hibernia Wealth Partners, LLC 5.68% of their portfolio BATON ROUGE, LA 409,212409.2k $10.5m $10.5m 5.68% Reduced -349.9k -349,859
10 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 404,902404.9k $10.4m $10.4m 0.06% Reduced -63.9k -63,912
11 LANDMARK WEALTH MANAGEMENT, INC. 2.45% of their portfolio NORMAL, IL 288,333288.3k $7.4m $7.4m 2.45% Reduced -94.3k -94,344
12 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 187,354187.4k $4.8m $4.8m 0.06% Added +92.7k +92,674
13 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 143,413143.4k $3.7m $3.7m 0.01% Added +3.3k +3,333
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 139,779139.8k $3.6m $3.6m 0.00% Reduced -20.8k -20,815
15 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 116,908116.9k $3.0m $3.0m 0.04% Reduced -4.5k -4,459
16 AXXCESS WEALTH MANAGEMENT, LLC 0.05% of their portfolio CARLSBAD, CA 114,438114.4k $2.9m $2.9m 0.05% Reduced -64.2k -64,170
17 LOCKERMAN FINANCIAL GROUP, INC. 4.45% of their portfolio NEWPORT BEACH, CA 113,529113.5k $2.9m $2.9m 4.45% Added +10.1k +10,056
18 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 106,457106.5k $2.7m $2.7m 0.01% Reduced -27.4k -27,426
19 NOVUS ADVISORS, LLC 4.83% of their portfolio GREENVILLE, SC 90,31490.3k $2.3m $2.3m 4.83% Reduced -34.8k -34,833
20 Signal Advisors Wealth, LLC 0.10% of their portfolio DETROIT, MI 76,54276.5k $2.0m $2.0m 0.10% Reduced -69.7k -69,718
21 Legacy Wealth Partners, LLC 0.44% of their portfolio Lakewood, CO 76,20576.2k $2.0m $2.0m 0.44% Reduced -16.3k -16,333
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 72,33872.3k $1.9m $1.9m 0.00% Added +53.1k +53,115
23 International Private Wealth Advisors LLC 0.95% of their portfolio SAN DIEGO, CA 71,82571.8k $1.8m $1.8m 0.95% Reduced -12.9k -12,925
24 Founders Financial Alliance, LLC 0.24% of their portfolio RALEIGH, NC 69,16969.2k $1.8m $1.8m 0.24% New
25 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 67,38067.4k $1.7m $1.7m 0.01% Added +8.4k +8,417
26 Valtinson Bruner Financial Planning LLC 0.43% of their portfolio NEW BRIGHTON, MN 66,15466.2k $1.7m $1.7m 0.43% Added +7.7k +7,713
27 Argent Trust Co 0.04% of their portfolio NASHVILLE, TN 50,12550.1k $1.3m $1.3m 0.04% Reduced -3.1k -3,059
28 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 44,54544.5k $1.1m $1.1m 0.02% Reduced -55.8k -55,825
29 Balboa Wealth Partners 0.10% of their portfolio SCOTTSDALE, AZ 29,62129.6k $759.8k $759.8k 0.10% Reduced -60.8k -60,767
30 CREATIVE FINANCIAL DESIGNS INC /ADV 0.04% of their portfolio KOKOMO, IN 29,47029.5k $755.9k $755.9k 0.04% Added +8.2k +8,155
31 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 28,17728.2k $722.8k $722.8k 0.01% Added +4.3k +4,345
32 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 26,02826.0k $667.6k $667.6k 0.02% Reduced -8.7k -8,690
33 WealthPoint Financial, LLC 0.43% of their portfolio CRAMERTON, NC 23,25923.3k $596.6k $596.6k 0.43% Reduced -13.2k -13,150
34 Balefire, LLC 0.10% of their portfolio DALLAS, TX 22,77622.8k $584.2k $584.2k 0.10% Reduced -2.4k -2,383
35 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 21,33221.3k $547.2k $547.2k 0.01% Added +6.3k +6,306
36 Global Financial Private Client, LLC 0.13% of their portfolio Sarasota, FL 19,20519.2k $492.6k $492.6k 0.13% Reduced -10.1k -10,110
37 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 18,42518.4k $472.6k $472.6k 0.00% Added +1.1k +1,081
38 Worth Financial Advisory Group, LLC 0.17% of their portfolio CHARLOTTE, NC 15,61915.6k $400.6k $400.6k 0.17% New
39 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 15,56015.6k $399.1k $399.1k 0.02% Added +4.7k +4,677
40 FSA Advisors, Inc. 0.17% of their portfolio TROY, MI 14,44314.4k $370.5k $370.5k 0.17% Reduced -2.5k -2,513
41 October Effect Ltd 0.32% of their portfolio VIRGINIA BEACH, VA 13,16513.2k $337.7k $337.7k 0.32% Added +360 +360
42 Quadcap Wealth Management, LLC 0.03% of their portfolio Frisco, TX 12,77012.8k $327.6k $327.6k 0.03% Reduced -3.4k -3,410
43 Kelly Financial Services LLC 0.07% of their portfolio BRAINTREE, MA 12,73712.7k $326.7k $326.7k 0.07% Reduced -3.8k -3,834
44 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 12,25312.3k $314.3k $314.3k 0.02% New
45 MSH Capital Advisors LLC 0.05% of their portfolio SCOTTSDALE, AZ 10,77810.8k $276.5k $276.5k 0.05% Unchanged
46 Empirical Asset Management, LLC 0.06% of their portfolio WELLESLEY, MA 10,72310.7k $275.1k $275.1k 0.06% Reduced -534 -534
47 Triumph Capital Management 0.05% of their portfolio DENVER, CO 10,04010.0k $257.5k $257.5k 0.05% Added +1.4k +1,385
48 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 9,7279.7k $249.5k $249.5k 0.00% Reduced -2.4k -2,375
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,6829.7k $248.3k $248.3k 0.00% New
50 Thompson David Blair 0.12% of their portfolio CHARLOTTE, NC 9,4099.4k $241.3k $241.3k 0.12% New
51 ABSOLUTE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio Pittsburgh, PA 8,7278.7k $223.8k $223.8k 0.06% Reduced -6.9k -6,920
52 Financial Sense Advisors, Inc. 0.04% of their portfolio SAN DIEGO, CA 8,1978.2k $210.3k $210.3k 0.04% Reduced -186 -186
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,3497.3k $188.5k $188.5k 0.00% Added +6.2k +6,208
54 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,5132.5k $64.5k $64.5k 0.00% New
55 RICHARDSON FINANCIAL SERVICES INC. 0.03% of their portfolio MEDWAY, MA 2,1702.2k $55.7k $55.7k 0.03% Reduced -153 -153
56 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,9351.9k $49.8k $49.8k 0.00% Unchanged
57 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,8781.9k $48.2k $48.2k 0.00% Added +595 +595
58 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2591.3k $32.3k $32.3k 0.00% Reduced -594 -594
59 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 477477 $12.3k $12.3k 0.00% New
60 Covestor Ltd 0.01% of their portfolio LONDON, X0 372372 $10.0k $10.0k 0.01% Reduced -209 -209
61 Richard W. Paul & Associates, LLC 0.00% of their portfolio NOVI, MI 219219 $5.6k $5.6k 0.00% Reduced -5.2k -5,208
62 Lloyd Advisory Services, LLC. 0.00% of their portfolio SUWANEE, GA 173173 $4.4k $4.4k 0.00% Added +11 +11
63 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 164164 $4.2k $4.2k 0.00% Added +2 +2
64 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 137137 $3.5k $3.5k 0.00% First filing
65 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 7676 $1.9k $1.9k 0.00% Unchanged
66 REAP Financial Group, LLC 0.00% of their portfolio AUSTIN, TX 7474 $1.9k $1.9k 0.00% Added +9 +9
67 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 7272 $1.8k $1.8k 0.00% Unchanged
68 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 6363 $1.6k $1.6k 0.00% Added +1 +1
69 Quest 10 Wealth Builders, Inc. 0.00% of their portfolio Fuquay-Varina, VA 5959 $1.5k $1.5k 0.00% Reduced -250 -250
70 Caitlin John, LLC 0.00% of their portfolio BRIGHTON, MI 1111 $278 $278 0.00% Reduced -1 -1
71 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11 $0 $0 0.00% Unchanged