Ssga Active TRETF

13F holders, Q1 2026 (March 31)
49holders −3
7new positions
9sold out
$42.56avg. 13F price*

At the end of Q1 2026, 49 institutions reported holding Ssga Active TR in their 13F filings, down 3 from Q4 2025. 7 opened new positions and 9 sold out. The largest holders were Bank of New York Mellon Corp ($13.4M), Foundations Investment Advisors, LLC ($12.1M) and Pinnacle Wealth Planning Services, Inc. ($9.4M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$5.5M
Exits9$16.5M

All 13F filers, Q4 2025 → Q1 2026: 308,165 shares bought and 554,502 shares sold, net −246,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

Bank of New York Mellon Corp 0.00% Add +22.3% 314,952 $13.4M
Foundations Investment Advisors, LLC 0.15% Add +38.6% 284,896 $12.1M
Pinnacle Wealth Planning Services, Inc. 0.97% Add +3.0% 220,253 $9.4M
Royal Bank of Canada 0.00% Add +0.8% 143,779 $6.1M
Treasure Coast Financial Planning 3.14% Add +6.5% 143,405 $6.1M
Main Street Financial Solutions, LLC 0.31% Reduce -2.8% 98,798 $4.2M
EP Wealth Advisors, LLC 0.02% New 93,572 $4.0M
Watchman Group, Inc. 0.69% Add +5.9% 66,523 $2.8M
Bank of America Corp. 0.00% Add +10.1% 59,406 $2.5M
Journey Strategic Wealth LLC 0.04% Reduce -83.1% 33,163 $1.4M
Note Advisors, LLC 0.70% Add +7.3% 32,872 $1.4M
HighTower Advisors, LLC 0.00% New 32,723 $1.4M
1620 Investment Advisors, Inc. 0.85% Add +2.7% 29,343 $1.2M
Atria Investments, Inc 0.01% Add +5.8% 26,612 $1.1M
Shum Financial Group, Inc. 0.75% Add +5.7% 24,773 $1.1M
Private Advisor Group, LLC 0.00% Reduce -0.3% 22,238 $946K
Jane Street Group, LLC 0.00% Add +22.9% 22,156 $943K
Raymond James Financial Inc. 0.00% Add +2.7% 14,680 $625K
Susquehanna International Group, LLP 0.00% Reduce -31.6% 13,376 $569K
Sanctuary Advisors, LLC 0.00% Add +78.1% 12,543 $534K
LPL Financial LLC 0.00% Reduce -6.4% 11,871 $505K
Valmark Advisers, Inc. 0.01% Reduce -1.2% 10,480 $446K
Advyzon Investment Management, LLC 0.03% Reduce -13.1% 7,965 $339K
PNC Financial Services Group, Inc. 0.00% Add +11.5% 7,202 $307K
Envestnet Asset Management Inc. 0.00% Add +10.0% 6,897 $294K
Private Trust Co. NA 0.01% No change 3,947 $168K
Morgan Stanley 0.00% Add +0.9% 2,376 $101K
National Bank of Canada 0.00% New 1,100 $47K
Collier Financial 0.03% Add +0.1% 910 $39K
Root Financial Partners, LLC 0.00% New 813 $35K
Geneos Wealth Management Inc. 0.00% No change 750 $32K
Farther Finance Advisors, LLC 0.00% Add +55.9% 750 $32K
Lanark Financial, Inc. 0.00% No change 672 $29K
Cwm, LLC 0.00% Add +31.3% 424 $18K
IFP Advisors, Inc 0.00% Add +65.7% 401 $17K
International Assets Investment Management, LLC 0.00% No change 343 $15K
EverSource Wealth Advisors, LLC 0.00% Add +0.7% 145 $6K
Osaic Holdings, Inc. 0.00% Reduce -59.2% 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% No change 62 $3K
AE Wealth Management LLC 0.00% No change 57 $2K
Destiny Wealth Partners, LLC 0.00% New 56 $2K
Sound Income Strategies, LLC 0.00% No change 37 $2K
Advisory Services Network, LLC 0.00% New 34 $1K
Graney & King, LLC 0.00% New 11 $468
Transamerica Financial Advisors, LLC 0.00% No change 1 $52
Wells Fargo & Company 0.00% No change 1 $26

"% 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.