Vault-13

SSGA ACTIVE TR MYCH

STATE STREET MY · ETP · CUSIP 78470P796

19 institutional holders -7 vs Q1 2026
23,538,55023.5m shares reported held*
$586.2mreported value*
3 new 11 added 3 reduced 9 sold out net bought ≈ $252.3m (+10.1m 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. Holder counts are more reliable. Implied quarter-end price ≈ $24.91.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 24: 2Q4 24: 5Q1 25: 8Q2 25: 12Q3 25: 12Q4 25: 14Q1 26: 26Q2 26: 1919Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 20245
Q1 20258
Q2 202512
Q3 202512
Q4 202514
Q1 202626
Q2 202619

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 24: 3 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 2 cut or sold outQ2 25: 10 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 3 cut or sold outQ4 25: 10 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 5 cut or sold outQ2 26: 14 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202431
Q1 202552
Q2 2025101
Q3 202593
Q4 2025106
Q1 2026215
Q2 20261412

Biggest buyers

Lido Advisors, LLC Added +10,010,104+10.0m
CITADEL ADVISORS LLC Added +279,039+279.0k
JPMORGAN CHASE & CO Added +45,615+45.6k
HRT FINANCIAL LP New +23,088+23.1k
ROYAL BANK OF CANADA New +9,389+9.4k
Heartwood Wealth Advisors LLC Added +6,623+6.6k
Private Advisor Group, LLC Added +3,480+3.5k
LPL Financial LLC Added +3,471+3.5k
L2 Asset Management, LLC Added +2,026+2.0k
Gradient Investments LLC Added +944+944

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -86,662-86.7k
GOLDMAN SACHS GROUP INC Sold out -77,004-77.0k
JANE STREET GROUP, LLC Sold out -38,374-38.4k
FLOW TRADERS U.S. LLC Sold out -10,858-10.9k
MONECO ADVISORS, LLC Sold out -10,006-10.0k
Equitable Holdings, Inc. Sold out -9,085-9.1k
Blossom Wealth Management Sold out -8,370-8.4k
Farther Finance Advisors, LLC Reduced -6,508-6.5k
Belpointe Asset Management LLC Reduced -3,773-3.8k
MORGAN STANLEY Sold out -2,354-2.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Lido Advisors, LLC 1.98% of their portfolio Los Angeles, CA 22,302,00222.3m $555.4m $555.4m 1.98% Added +10.0m +10,010,104
2 Heartwood Wealth Advisors LLC 0.77% of their portfolio RICHMOND, VA 399,291399.3k $9.9m $9.9m 0.77% Added +6.6k +6,623
3 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 325,692325.7k $8.1m $8.1m 0.00% Added +279.0k +279,039
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 87,81587.8k $2.2m $2.2m 0.00% Added +3.5k +3,471
5 Gryphon Financial Partners LLC 0.17% of their portfolio COLUMBUS, OH 76,38476.4k $1.9m $1.9m 0.17% Unchanged
6 L2 Asset Management, LLC 0.18% of their portfolio Wayland, MA 69,65369.7k $1.7m $1.7m 0.18% Added +2.0k +2,026
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,91749.9k $1.2m $1.2m 0.00% Added +45.6k +45,615
8 Proficio Capital Partners LLC 0.03% of their portfolio NEWTON, MA 30,07230.1k $749.0k $749.0k 0.03% Added +305 +305
9 Gradient Investments LLC 0.01% of their portfolio ARDEN HILLS, MN 28,88028.9k $719.2k $719.2k 0.01% Added +944 +944
10 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 27,38527.4k $682.0k $682.0k 0.00% Added +3.5k +3,480
11 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 27,34027.3k $680.9k $680.9k 0.00% Added +54 +54
12 WOODMONT INVESTMENT COUNSEL LLC 0.03% of their portfolio NASHVILLE, TN 24,20724.2k $602.9k $602.9k 0.03% Unchanged
13 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 23,08823.1k $575.0k $575.0k 0.00% New
14 Global Financial Private Client, LLC 0.11% of their portfolio Sarasota, FL 15,99816.0k $398.4k $398.4k 0.11% Reduced -206 -206
15 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 14,32214.3k $356.7k $356.7k 0.00% Reduced -6.5k -6,508
16 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 14,09514.1k $351.0k $351.0k 0.01% Reduced -3.8k -3,773
17 Fourth Dimension Wealth, LLC 0.10% of their portfolio MIDDLEBURG HEIGHTS, OH 12,98013.0k $323.3k $323.3k 0.10% Added +843 +843
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,3899.4k $234.0k $234.0k 0.00% New
19 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4040 $996 $996 0.00% New