Vault-13

SSGA ACTIVE TR MYCF

STATE STREET MY · ETP · CUSIP 78470P820

20 institutional holders -2 vs Q1 2026
1,345,9451.3m shares reported held*
$33.7mreported value*
5 new 6 added 5 reduced 7 sold out net sold ≈ $6.4m (-255.2k 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 ≈ $25.07.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 24: 2Q4 24: 10Q1 25: 11Q2 25: 15Q3 25: 15Q4 25: 15Q1 26: 22Q2 26: 2020Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 202410
Q1 202511
Q2 202515
Q3 202515
Q4 202515
Q1 202622
Q2 202620

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 outQ2 25: 10 bought or addedQ2 25: 4 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 7 cut or sold outQ4 25: 8 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 7 cut or sold outQ2 26: 11 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202481
Q1 202562
Q2 2025104
Q3 202597
Q4 202588
Q1 2026127
Q2 20261112

Biggest buyers

Apollon Wealth Management, LLC New +327,199+327.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +87,010+87.0k
JANE STREET GROUP, LLC New +48,179+48.2k
Hobbs Group Advisors, LLC Added +40,757+40.8k
CITADEL ADVISORS LLC Added +33,803+33.8k
Private Advisor Group, LLC New +12,395+12.4k
RAYMOND JAMES FINANCIAL INC New +8,347+8.3k
Belpointe Asset Management LLC Added +3,253+3.3k
LPL Financial LLC Added +2,112+2.1k
JPMORGAN CHASE & CO New +1,274+1.3k

Biggest sellers

Motley Fool Wealth Management, LLC Sold out -616,725-616.7k
KINTRA WEALTH, LLC Reduced -162,115-162.1k
Lido Advisors, LLC Reduced -15,179-15.2k
GOLDMAN SACHS GROUP INC Sold out -10,772-10.8k
Gradient Investments LLC Reduced -4,682-4.7k
Rockefeller Capital Management L.P. Sold out -3,855-3.9k
Sanctuary Advisors, LLC Reduced -3,703-3.7k
WELLS FARGO & COMPANY/MN Sold out -1,488-1.5k
MARATHON CAPITAL MANAGEMENT Reduced -778-778
FIFTH THIRD BANCORP Sold out -237-237

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Apollon Wealth Management, LLC 0.10% of their portfolio MOUNT PLEASANT, SC 327,199327.2k $8.2m $8.2m 0.10% New
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 221,400221.4k $5.6m $5.6m 0.00% Added +2.1k +2,112
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 129,976130.0k $3.3m $3.3m 0.00% Added +87.0k +87,010
4 Hobbs Group Advisors, LLC 0.77% of their portfolio COLUMBIA, SC 116,681116.7k $2.9m $2.9m 0.77% Added +40.8k +40,757
5 Gradient Investments LLC 0.03% of their portfolio ARDEN HILLS, MN 99,80599.8k $2.5m $2.5m 0.03% Reduced -4.7k -4,682
6 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 98,78898.8k $2.5m $2.5m 0.01% Reduced -15.2k -15,179
7 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 82,83482.8k $2.1m $2.1m 0.01% Reduced -3.7k -3,703
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 49,98450.0k $1.3m $1.3m 0.00% Added +33.8k +33,803
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,17948.2k $1.2m $1.2m 0.00% New
10 WOODMONT INVESTMENT COUNSEL LLC 0.06% of their portfolio NASHVILLE, TN 45,79245.8k $1.1m $1.1m 0.06% Unchanged
11 Mayflower Financial Advisors, LLC 0.06% of their portfolio BOSTON, MA 25,82325.8k $647.4k $647.4k 0.06% Unchanged
12 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 20,44920.4k $512.7k $512.7k 0.02% Added +3.3k +3,253
13 MARATHON CAPITAL MANAGEMENT 0.10% of their portfolio Hunt Valley, MD 18,80918.8k $471.5k $471.5k 0.10% Reduced -778 -778
14 Opulen Financial Group LLC 0.25% of their portfolio ARLINGTON, VA 16,08316.1k $403.2k $403.2k 0.25% Added +170 +170
15 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,39512.4k $310.7k $310.7k 0.00% New
16 Anchor Bay Capital, Inc. 0.16% of their portfolio CARLSBAD, CA 11,77511.8k $294.6k $294.6k 0.16% First filing
17 KINTRA WEALTH, LLC 0.01% of their portfolio WILLIAMSPORT, PA 10,32510.3k $258.5k $258.5k 0.01% Reduced -162.1k -162,115
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,3478.3k $209.3k $209.3k 0.00% New
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,2741.3k $31.9k $31.9k 0.00% New
20 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 2727 $679 $679 0.00% Unchanged