Vault-13

SSGA ACTIVE TR HYBL

SPDR BLACKSTONE · ETP · CUSIP 78470P846

97 institutional holders +6 vs Q1 2026
16,053,74816.1m shares reported held*
$445.8mreported value*
14 new 42 added 32 reduced 8 sold out net bought ≈ $22.2m (+898.4k 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 ≈ $27.77.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 7Q4 22: 7Q1 23: 15Q2 23: 24Q3 23: 37Q4 23: 53Q1 24: 51Q2 24: 61Q3 24: 62Q4 24: 72Q1 25: 74Q2 25: 76Q3 25: 94Q4 25: 89Q1 26: 91Q2 26: 9797Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20227
Q4 20227
Q1 202315
Q2 202324
Q3 202337
Q4 202353
Q1 202451
Q2 202461
Q3 202462
Q4 202472
Q1 202574
Q2 202576
Q3 202594
Q4 202589
Q1 202691
Q2 202697

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 38 bought or addedQ3 24: 22 cut or sold outQ4 24: 51 bought or addedQ4 24: 18 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 17 cut or sold outQ2 25: 50 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 66 bought or addedQ3 25: 24 cut or sold outQ4 25: 51 bought or addedQ4 25: 42 cut or sold outQ4 25Q1 26: 55 bought or addedQ1 26: 37 cut or sold outQ2 26: 56 bought or addedQ2 26: 40 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243822
Q4 20245118
Q1 20254817
Q2 20255026
Q3 20256624
Q4 20255142
Q1 20265537
Q2 20265640

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +262,746+262.7k
Coppell Advisory Solutions LLC New +227,894+227.9k
Farther Finance Advisors, LLC Added +178,029+178.0k
MORGAN STANLEY Added +176,080+176.1k
RAYMOND JAMES FINANCIAL INC Added +165,285+165.3k
OLD MISSION CAPITAL LLC New +139,938+139.9k
UBS Group AG Added +128,415+128.4k
JANE STREET GROUP, LLC Added +62,165+62.2k
LPL Financial LLC Added +49,360+49.4k
Concord Wealth Partners Added +48,525+48.5k

Biggest sellers

Rathbones Group PLC Reduced -436,000-436.0k
WELLS FARGO & COMPANY/MN Reduced -125,822-125.8k
Inspire Advisors, LLC Reduced -76,973-77.0k
OSAIC HOLDINGS, INC. Reduced -74,396-74.4k
SK Wealth Management, LLC Reduced -68,379-68.4k
BANK OF AMERICA CORP /DE/ Reduced -53,560-53.6k
Independent Advisor Alliance Sold out -50,112-50.1k
Sharkey, Howes & Javer Reduced -49,228-49.2k
Decker Wealth Management LLC Reduced -43,796-43.8k
Luken Investment Analytics, LLC Reduced -31,701-31.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ZEGA Investments, LLC 9.01% of their portfolio PALM BEACH GARDENS, FL 1,933,3771.9m $54.0m $54.0m 9.01% Added +38.4k +38,396
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,470,6011.5m $41.1m $41.1m 0.01% Added +165.3k +165,285
3 Concord Wealth Partners 4.04% of their portfolio ABINGDON, VA 1,262,8181.3m $35.3m $35.3m 4.04% Added +48.5k +48,525
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,239,4651.2m $34.6m $34.6m 0.00% Added +176.1k +176,080
5 Concord Asset Management, LLC/VA 5.13% of their portfolio ABINGDON, VA 1,185,1081.2m $33.1m $33.1m 5.13% Added +42.4k +42,378
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,031,2561.0m $28.8m $28.8m 0.01% Added +49.4k +49,360
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,024,4771.0m $28.6m $28.6m 0.00% Added +128.4k +128,415
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 613,243613.2k $17.1m $17.1m 0.00% Reduced -53.6k -53,560
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 592,897592.9k $16.6m $16.6m 0.00% Reduced -125.8k -125,822
10 Rathbones Group PLC 0.04% of their portfolio Liverpool, X0 436,000436.0k $12.2m $12.2m 0.04% Reduced -436.0k -436,000
11 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 426,726426.7k $11.9m $11.9m 0.01% Added +262.7k +262,746
12 Advance Capital Management, Inc. 0.37% of their portfolio SOUTHFIELD, MI 410,330410.3k $11.5m $11.5m 0.37% Added +37.3k +37,335
13 Decker Wealth Management LLC 2.23% of their portfolio NASHVILLE, TN 375,667375.7k $10.5m $10.5m 2.23% Reduced -43.8k -43,796
14 Luken Investment Analytics, LLC 2.89% of their portfolio BRENTWOOD, TN 296,160296.2k $8.3m $8.3m 2.89% Reduced -31.7k -31,701
15 OneAscent Financial Services LLC 0.38% of their portfolio BIRMINGHAM, AL 282,794282.8k $7.9m $7.9m 0.38% Added +16.7k +16,703
16 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 265,148265.1k $7.4m $7.4m 0.04% Added +38.2k +38,222
17 Coppell Advisory Solutions LLC 0.29% of their portfolio COPPELL, TX 227,894227.9k $3.4m $3.4m 0.29% New
18 Hedeker Wealth, LLC 1.16% of their portfolio Lincolnshire, IL 217,379217.4k $6.1m $6.1m 1.16% Reduced -21.0k -20,955
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 182,564182.6k $5.1m $5.1m 0.00% Added +62.2k +62,165
20 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 178,382178.4k $5.0m $5.0m 0.04% Added +178.0k +178,029
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 171,887171.9k $4.8m $4.8m 0.00% Reduced -16.0k -16,015
22 Auour Investments LLC 1.19% of their portfolio WOBURN, MA 148,579148.6k $4.2m $4.2m 1.19% Added +42.7k +42,734
23 OneAscent Wealth Management LLC 1.24% of their portfolio BIRMINGHAM, AL 148,273148.3k $4.1m $4.1m 1.24% Reduced -4.0k -4,014
24 OLD MISSION CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 139,938139.9k $3.9m $3.9m 0.10% New
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 116,837116.8k $3.3m $3.3m 0.00% Reduced -74.4k -74,396
26 Wealth Watch Advisors, INC 0.97% of their portfolio ENGLEWOOD, CO 107,230107.2k $3.0m $3.0m 0.97% Added +44.7k +44,722
27 ORBA Wealth Advisors, L.L.C. 2.07% of their portfolio CHICAGO, IL 86,70786.7k $2.4m $2.4m 2.07% Added +32.0k +32,006
28 OneAscent Family Office, LLC 1.22% of their portfolio BIRMINGHAM, AL 86,56086.6k $2.4m $2.4m 1.22% Added +30.8k +30,822
29 Inspire Advisors, LLC 0.15% of their portfolio Meridian, ID 76,55576.6k $2.1m $2.1m 0.15% Reduced -77.0k -76,973
30 SK Wealth Management, LLC 0.45% of their portfolio PROVIDENCE, RI 71,95872.0k $2.0m $2.0m 0.45% Reduced -68.4k -68,379
31 Midwest Financial Network, LLC 0.98% of their portfolio TINLEY PARK, IL 51,12651.1k $1.4m $1.4m 0.98% Added +37.5k +37,496
32 HighPoint Advisor Group LLC 0.05% of their portfolio DOWNERS GROVE, IL 47,37147.4k $1.3m $1.3m 0.05% Added +11.6k +11,588
33 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 44,76644.8k $1.3m $1.3m 0.03% Reduced -172 -172
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 44,27844.3k $1.2m $1.2m 0.00% Added +7.4k +7,404
35 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 43,41443.4k $1.2m $1.2m 0.00% Added +4.6k +4,600
36 Sharkey, Howes & Javer 0.15% of their portfolio DENVER, CO 43,17443.2k $1.2m $1.2m 0.15% Reduced -49.2k -49,228
37 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 42,87242.9k $1.2m $1.2m 0.01% Reduced -3.8k -3,776
38 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,08441.1k $1.1m $1.1m 0.00% Reduced -21.1k -21,105
39 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 40,30140.3k $1.1m $1.1m 0.00% Added +6.1k +6,109
40 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 39,76639.8k $1.1m $1.1m 0.00% New
41 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 36,83536.8k $1.0m $1.0m 0.00% Added +32 +32
42 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 35,36935.4k $988.6k $988.6k 0.03% New
43 L & S Advisors Inc 0.10% of their portfolio Los Angeles, CA 34,86534.9k $974.5k $974.5k 0.10% Added +258 +258
44 Legacy Wealth Managment, LLC/ID 0.40% of their portfolio BOISE, ID 34,68034.7k $969.3k $969.3k 0.40% New
45 SHEETS SMITH WEALTH MANAGEMENT 0.09% of their portfolio WINSTON-SALEM, NC 33,51433.5k $936.7k $936.7k 0.09% Added +2.8k +2,830
46 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 32,67632.7k $913.3k $913.3k 0.01% Reduced -2.7k -2,712
47 Breakwater Investment Management 0.27% of their portfolio SEATTLE, WA 28,64528.6k $800.6k $800.6k 0.27% Added +20.9k +20,855
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,10828.1k $785.6k $785.6k 0.00% Added +19.6k +19,582
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 26,64326.6k $744.7k $744.7k 0.00% Reduced -580 -580
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,15023.1k $647.0k $647.0k 0.00% Reduced -4.9k -4,865
51 Portfolio Strategies, Inc. 0.06% of their portfolio MONTVALE, NJ 21,08421.1k $589.3k $589.3k 0.06% Added +355 +355
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 20,95221.0k $584.5k $584.5k 0.00% Added +12.7k +12,732
53 HANOVER ADVISORS INC 0.21% of their portfolio SENECA, SC 20,48120.5k $572.4k $572.4k 0.21% Added +247 +247
54 Triad Wealth Partners, LLC 0.03% of their portfolio LAWRENCE, KS 19,37919.4k $539.7k $539.7k 0.03% Reduced -558 -558
55 NFSG Corp 0.06% of their portfolio BOCA RATON, FL 18,66218.7k $521.6k $521.6k 0.06% Added +3.4k +3,415
56 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 18,34718.3k $512.8k $512.8k 0.02% Reduced -349 -349
57 Collaborative Wealth Managment Inc. 0.22% of their portfolio LAKE MARY, FL 18,33118.3k $512.3k $512.3k 0.22% Reduced -8.9k -8,864
58 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 17,49817.5k $489.0k $489.0k 0.00% Reduced -1.9k -1,866
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 17,22617.2k $481.5k $481.5k 0.00% Added +249 +249
60 Virtue Capital Management, LLC 0.06% of their portfolio BRENTWOOD, TN 17,00917.0k $475.4k $475.4k 0.06% Added +2.6k +2,551
61 BayBridge Capital Group, LLC 0.25% of their portfolio LIVERMORE, CA 16,98017.0k $474.6k $474.6k 0.25% Added +1.7k +1,695
62 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 15,66515.7k $437.8k $437.8k 0.01% Added +39 +39
63 Marshall Financial Group, LLC 0.06% of their portfolio Hunt Valley, MD 15,62215.6k $436.6k $436.6k 0.06% Reduced -771 -771
64 WOODMONT INVESTMENT COUNSEL LLC 0.02% of their portfolio NASHVILLE, TN 15,55615.6k $434.8k $434.8k 0.02% Unchanged
65 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,79614.8k $413.6k $413.6k 0.00% Reduced -174 -174
66 Glass Jacobson Investment Advisors llc 0.13% of their portfolio OWINGS MILLS, MD 14,70814.7k $411.1k $411.1k 0.13% Reduced -175 -175
67 Authentikos Wealth Advisory, LLC 0.25% of their portfolio MORGAN HILL, CA 14,07514.1k $393.4k $393.4k 0.25% Reduced -3.7k -3,718
68 M.E. ALLISON & CO., INC. 0.23% of their portfolio SAN ANTONIO, TX 14,00014.0k $391.3k $391.3k 0.23% Unchanged
69 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 13,99814.0k $391.2k $391.2k 0.00% Reduced -1.0k -1,000
70 THOMPSON DAVIS & CO., INC. 0.23% of their portfolio RICHMOND, VA 13,80013.8k $385.7k $385.7k 0.23% New
71 Shared Vision Wealth Group LLC 0.13% of their portfolio CARLSBAD, X1 13,57513.6k $379.4k $379.4k 0.13% New
72 Tempo Wealth, LLC 0.06% of their portfolio INDEPENDENCE, OH 13,33213.3k $372.6k $372.6k 0.06% Reduced -1.1k -1,139
73 Allen Capital Group, LLC 0.03% of their portfolio GRAND ISLAND, NE 11,25711.3k $314.6k $314.6k 0.03% Unchanged
74 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 9,8149.8k $274.3k $274.3k 0.02% Reduced -9.0k -9,046
75 Tactive Advisors, LLC 0.07% of their portfolio Jacksonville, FL 9,7669.8k $272.9k $272.9k 0.07% Added +2.6k +2,573
76 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 9,7579.8k $272.7k $272.7k 0.00% Added +1.0k +1,000
77 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 9,4319.4k $263.6k $263.6k 0.01% New
78 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 9,3399.3k $261.0k $261.0k 0.01% Reduced -470 -470
79 Accurate Wealth Management, LLC 0.02% of their portfolio WESLEY CHAPEL, FL 8,9048.9k $248.4k $248.4k 0.02% New
80 NWAM LLC 0.01% of their portfolio MERCER ISLAND, WA 8,0628.1k $225.3k $225.3k 0.01% Added +514 +514
81 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 7,9087.9k $221.0k $221.0k 0.00% Unchanged
82 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 7,5577.6k $210.8k $210.8k 0.00% New
83 Pinnacle Family Advisors, LLC 0.09% of their portfolio Springfield, MO 7,3897.4k $206.5k $206.5k 0.09% New
84 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 6,8956.9k $192.7k $192.7k 0.00% New
85 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,7446.7k $188.4k $188.4k 0.00% Added +904 +904
86 Fairman Group, LLC 0.12% of their portfolio CHESTERBROOK, PA 5,3505.3k $149.5k $149.5k 0.12% Added +410 +410
87 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 4,0004.0k $111.8k $111.8k 0.01% Reduced -500 -500
88 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,4251.4k $39.8k $39.8k 0.00% New
89 Clearstead Trust, LLC 0.01% of their portfolio PORTLAND, ME 1,3731.4k $38.4k $38.4k 0.01% Unchanged
90 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,2851.3k $35.9k $35.9k 0.00% Added +16 +16
91 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0821.1k $30.3k $30.3k 0.00% First filing
92 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,0531.1k $29.4k $29.4k 0.00% Reduced -65 -65
93 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 500500 $14.0k $14.0k 0.00% Unchanged
94 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 223223 $6.2k $6.2k 0.00% Added +64 +64
95 HOEY INVESTMENTS, INC 0.00% of their portfolio COATESVILLE, PA 105105 $2.9k $2.9k 0.00% New
96 Spurstone Advisory Services, LLC 0.00% of their portfolio HIGGANUM, CT 44 $111 $111 0.00% Unchanged
97 MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio BETHANY, OK 22 $56 $56 0.00% Unchanged