Vault-13

SSGA ACTIVE TR MYCF

STATE STREET MY · ETP · CUSIP 78470P820

22 institutional holders +7 vs Q4 2025
1,589,5751.6m shares reported held*
$39.8mreported value*
7 new 5 added 7 reduced 0 sold out net sold ≈ $2.5m (-101.3k 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 ≈ $25.05.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 24: 2Q4 24: 10Q1 25: 11Q2 25: 15Q3 25: 15Q4 25: 15Q1 26: 2222Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q3 20242
Q4 202410
Q1 202511
Q2 202515
Q3 202515
Q4 202515
Q1 202622

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 24: 8 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 6 bought or addedQ1 25: 2 cut or sold outQ1 25Q2 25: 10 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 7 cut or sold outQ3 25Q4 25: 8 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 7 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q4 202481
Q1 202562
Q2 2025104
Q3 202597
Q4 202588
Q1 2026127

Biggest buyers

Hobbs Group Advisors, LLC Added +52,952+53.0k
LPL Financial LLC Added +19,173+19.2k
Belpointe Asset Management LLC New +17,196+17.2k
Lido Advisors, LLC Added +15,474+15.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +13,063+13.1k
GOLDMAN SACHS GROUP INC New +10,772+10.8k
Rockefeller Capital Management L.P. New +3,855+3.9k
WELLS FARGO & COMPANY/MN New +1,488+1.5k
FIFTH THIRD BANCORP New +237+237
UBS Group AG New +133+133

Biggest sellers

Motley Fool Wealth Management, LLC Reduced -193,845-193.8k
KINTRA WEALTH, LLC Reduced -19,896-19.9k
Gradient Investments LLC Reduced -16,009-16.0k
Sanctuary Advisors, LLC Reduced -2,526-2.5k
CITADEL ADVISORS LLC Reduced -2,343-2.3k
MARATHON CAPITAL MANAGEMENT Reduced -708-708
Opulen Financial Group LLC Reduced -486-486

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Motley Fool Wealth Management, LLC 1.75% of their portfolio ALEXANDRIA, VA 616,725616.7k $15.5m $15.5m 1.75% Reduced -193.8k -193,845
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 219,288219.3k $5.5m $5.5m 0.00% Added +19.2k +19,173
3 KINTRA WEALTH, LLC 0.31% of their portfolio WILLIAMSPORT, PA 172,440172.4k $4.3m $4.3m 0.31% Reduced -19.9k -19,896
4 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 113,967114.0k $2.9m $2.9m 0.01% Added +15.5k +15,474
5 Gradient Investments LLC 0.04% of their portfolio ARDEN HILLS, MN 104,487104.5k $2.6m $2.6m 0.04% Reduced -16.0k -16,009
6 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 86,53786.5k $2.2m $2.2m 0.01% Reduced -2.5k -2,526
7 Hobbs Group Advisors, LLC 0.57% of their portfolio COLUMBIA, SC 75,92475.9k $1.9m $1.9m 0.57% Added +53.0k +52,952
8 WOODMONT INVESTMENT COUNSEL LLC 0.07% of their portfolio NASHVILLE, TN 45,79245.8k $1.1m $1.1m 0.07% Unchanged
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,96643.0k $1.1m $1.1m 0.00% Added +13.1k +13,063
10 Mayflower Financial Advisors, LLC 0.08% of their portfolio BOSTON, MA 25,82325.8k $647.0k $647.0k 0.08% Unchanged
11 MARATHON CAPITAL MANAGEMENT 0.11% of their portfolio Hunt Valley, MD 19,58719.6k $490.8k $490.8k 0.11% Reduced -708 -708
12 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 17,19617.2k $430.8k $430.8k 0.02% New
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,18116.2k $405.4k $405.4k 0.00% Reduced -2.3k -2,343
14 Opulen Financial Group LLC 0.28% of their portfolio ARLINGTON, VA 15,91315.9k $398.7k $398.7k 0.28% Reduced -486 -486
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,77210.8k $269.9k $269.9k 0.00% New
16 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,8553.9k $96.6k $96.6k 0.00% New
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,4881.5k $37.3k $37.3k 0.00% New
18 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 237237 $5.9k $5.9k 0.00% New
19 CWM, LLC 0.00% of their portfolio OMAHA, NE 157157 $3.9k $3.9k 0.00% Added +108 +108
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 133133 $3.3k $3.3k 0.00% New
21 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 8080 $2.0k $2.0k 0.00% New
22 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 2727 $676 $676 0.00% Unchanged