Vault-13

SSGA ACTIVE TR MBND

SPDR NUVEEN MUN · ETP · CUSIP 78470P705

19 institutional holders -5 vs Q1 2025
717,196717.2k shares reported held*
$19.4mreported value*
2 new 8 added 5 reduced 7 sold out net sold ≈ $1.3m (-49.7k 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $27.07. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 9Q4 22: 14Q1 23: 15Q2 23: 14Q3 23: 14Q4 23: 20Q1 24: 16Q2 24: 20Q3 24: 17Q4 24: 21Q1 25: 24Q2 25: 1919Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20229
Q4 202214
Q1 202315
Q2 202314
Q3 202314
Q4 202320
Q1 202416
Q2 202420
Q3 202417
Q4 202421
Q1 202524
Q2 202519

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 23: 10 bought or addedQ3 23: 3 cut or sold outQ4 23: 9 bought or addedQ4 23: 7 cut or sold outQ4 23Q1 24: 6 bought or addedQ1 24: 12 cut or sold outQ2 24: 6 bought or addedQ2 24: 9 cut or sold outQ2 24Q3 24: 5 bought or addedQ3 24: 11 cut or sold outQ4 24: 12 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 7 cut or sold outQ2 25: 10 bought or addedQ2 25: 12 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023103
Q4 202397
Q1 2024612
Q2 202469
Q3 2024511
Q4 2024124
Q1 2025117
Q2 20251012

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP New +38,994+39.0k
CWM, LLC Added +15,218+15.2k
JANE STREET GROUP, LLC Added +8,981+9.0k
PNC Financial Services Group, Inc. Added +4,728+4.7k
LPL Financial LLC Added +3,196+3.2k
OSAIC HOLDINGS, INC. Added +3,128+3.1k
Pineridge Advisors LLC Added +1,568+1.6k
UBS Group AG Added +910+910
PRIVATE TRUST CO NA New +250+250
Wise Wealth Partners Added +64+64

Biggest sellers

Beta Wealth Group, Inc. Reduced -39,347-39.3k
FLOW TRADERS U.S. LLC Sold out -27,114-27.1k
PATTEN & PATTEN INC/TN Reduced -15,225-15.2k
CAPTRUST FINANCIAL ADVISORS Sold out -14,965-15.0k
HighTower Advisors, LLC Sold out -13,179-13.2k
Virtu Financial LLC Sold out -8,667-8.7k
Crews Bank & Trust Sold out -4,000-4.0k
Global Financial Private Client, LLC Sold out -1,500-1.5k
Landmark Wealth Management, LLC Reduced -1,333-1.3k
ROYAL BANK OF CANADA Sold out -986-986

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pineridge Advisors LLC 1.40% of their portfolio ST. CHARLES, MO 142,535142.5k $3.9m $3.9m 1.40% Added +1.6k +1,568
2 CWM, LLC 0.01% of their portfolio OMAHA, NE 111,911111.9k $3.0m $3.0m 0.01% Added +15.2k +15,218
3 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 110,345110.3k $3.0m $3.0m 0.02% Reduced -207 -207
4 PATTEN & PATTEN INC/TN 0.19% of their portfolio CHATTANOOGA, TN 109,450109.5k $3.0m $3.0m 0.19% Reduced -15.2k -15,225
5 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 76,47876.5k $2.1m $2.1m 0.00% Added +9.0k +8,981
6 Landmark Wealth Management, LLC 0.65% of their portfolio MELVILLE, NY 56,14956.1k $1.5m $1.5m 0.65% Reduced -1.3k -1,333
7 Wise Wealth Partners 2.19% of their portfolio PHOENIX, AZ 48,42648.4k $1.3m $1.3m 2.19% Added +64 +64
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,99439.0k $1.1m $1.1m 0.00% New
9 Beta Wealth Group, Inc. 0.38% of their portfolio SAN DIEGO, CA 38,32638.3k $1.0m $1.0m 0.38% Reduced -39.3k -39,347
10 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 36,45136.5k $986.9k $986.9k 0.02% Unchanged
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,13827.1k $734.8k $734.8k 0.00% Added +3.2k +3,196
12 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,12811.1k $301.2k $301.2k 0.00% Added +3.1k +3,128
13 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 10,80610.8k $292.6k $292.6k 0.00% Added +4.7k +4,728
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,2664.3k $115.5k $115.5k 0.00% Added +910 +910
15 Key Financial Inc 0.02% of their portfolio WEST CHESTER, PA 4,0014.0k $108.3k $108.3k 0.02% Unchanged
16 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 886886 $24.0k $24.0k 0.00% Reduced -186 -186
17 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 250250 $6.8k $6.8k 0.00% New
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $31 $31 0.00% Unchanged
19 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged