Ssga Active TRETF

13F holders, Q4 2025 (December 31)
52holders +6
7new positions
3sold out
1famous investor
$43.32avg. 13F price*

At the end of Q4 2025, 52 institutions reported holding Ssga Active TR in their 13F filings, up 6 from Q3 2025. 7 opened new positions and 3 sold out. The largest holders were Fagan Associates, Inc. ($12.0M), Bank of New York Mellon Corp ($11.2M) and Pinnacle Wealth Planning Services, Inc. ($9.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ssga Active TR
CUSIP
78470P309
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 35Q1 2024Q2 2024: 41Q2 2024Q3 2024: 40Q3 2024Q4 2024: 48Q4 2024Q1 2025: 48Q1 2025Q2 2025: 41Q2 2025Q3 2025: 46Q3 2025Q4 2025: 52Q4 2025Q1 2026: 49Q1 2026Q2 2026: 41Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$536K
Exits3$1.1M

All 13F filers, Q3 2025 → Q4 2025: 185,496 shares bought and 97,895 shares sold, net +87,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 52 holders

Fagan Associates, Inc. 1.59% Add +21.7% 276,023 $12.0M
Bank of New York Mellon Corp 0.00% Add +4.6% 257,559 $11.2M
Pinnacle Wealth Planning Services, Inc. 0.97% Add +2.6% 213,812 $9.3M
Foundations Investment Advisors, LLC 0.12% Add +58.6% 205,586 $8.9M
Journey Strategic Wealth LLC 0.22% Reduce -14.6% 196,333 $8.5M
Royal Bank of Canada 0.00% Reduce -0.6% 142,714 $6.2M
Treasure Coast Financial Planning 3.10% Add +5.3% 134,629 $5.8M
Main Street Financial Solutions, LLC 0.33% Add +0.1% 101,598 $4.4M
LongView Asset Management LLC 2.54% Add +9.1% 84,067 $3.6M
Watchman Group, Inc. 0.65% Add +1.4% 62,823 $2.7M
Arvest Investments, Inc. 0.34% Reduce -0.0% 56,055 $2.4M
Bank of America Corp. 0.00% Reduce -2.9% 53,977 $2.3M
Note Advisors, LLC 0.68% Add +13.9% 30,649 $1.3M
1620 Investment Advisors, Inc. 0.83% Reduce -1.5% 28,570 $1.2M
Atria Investments, Inc 0.01% Reduce -12.6% 25,145 $1.1M
Shum Financial Group, Inc. 0.73% Add +2.8% 23,432 $1.0M
Private Advisor Group, LLC 0.00% Add +11.0% 22,312 $966K
Susquehanna International Group, LLP 0.00% Reduce -7.5% 19,560 $847K
Jane Street Group, LLC 0.00% Reduce -39.8% 18,026 $781K
Old Mission Capital LLC 0.03% Reduce -49.6% 16,069 $696K
Sentinel Pension Advisors, LLC 0.10% Add +1.7% 15,402 $667K
Raymond James Financial Inc. 0.00% Add +98.6% 14,297 $619K
LPL Financial LLC 0.00% Reduce -3.6% 12,685 $549K
Valmark Advisers, Inc. 0.01% Reduce -1.3% 10,606 $459K
Advyzon Investment Management, LLC 0.05% Add +15.1% 9,160 $397K
Sanctuary Advisors, LLC 0.00% Add +2.8% 7,042 $305K
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 6,457 $280K
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 6,270 $272K
McAdam, LLC 0.01% New 5,490 $238K
Citadel Advisors 0.00% New 5,161 $224K
BlackDiamond Wealth Management, LLC 0.10% Reduce -20.3% 4,869 $210K
Private Trust Co. NA 0.01% No change 3,947 $171K
Morgan Stanley 0.00% Add +109.5% 2,355 $102K
Collier Financial 0.03% Reduce -0.1% 909 $39K
Kestra Advisory Services, LLC 0.00% New 853 $37K
Geneos Wealth Management Inc. 0.00% No change 750 $32K
Lanark Financial, Inc. 0.00% Reduce -7.3% 672 $29K
Farther Finance Advisors, LLC 0.00% New 481 $21K
Osaic Holdings, Inc. 0.00% Reduce -64.3% 353 $15K
International Assets Investment Management, LLC 0.00% New 343 $15K
Cwm, LLC 0.00% Add +1.9% 323 $14K
IFP Advisors, Inc 0.00% Add +0.8% 242 $10K
EverSource Wealth Advisors, LLC 0.00% Add +1.4% 144 $6K
Assetmark, Inc. 0.00% No change 126 $5K
MAI Capital Management 0.00% No change 101 $4K
AdvisorNet Financial, Inc 0.00% No change 71 $3K
Godfrey Financial Associates, Inc. 0.00% — 62 $3K
AE Wealth Management LLC 0.00% No change 57 $2K
Sound Income Strategies, LLC 0.00% New 37 $2K
Flagship Harbor Advisors, LLC 0.00% New 8 $366
Transamerica Financial Advisors, LLC 0.00% Reduce -50.0% 1 $54
Wells Fargo & Company 0.00% Add +0.0% 1 $39

"% of holder's portfolio" is SSGA ACTIVE TR's weight in each manager's 13F, not the share of Ssga Active TR the manager owns.