SSGA ACTIVE TR (ALLW)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
158
Reporting holders
$613.7M
Reported value
0.1%
Held as options
+42
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $107.0M | 3,656,677 | 0.02% | 4q | +176.1%+$68.3M |
| AE Wealth Management LLC | $71.0M | 2,424,005 | 0.33% | 5q | +11.6%+$7.4M |
| BANK OF AMERICA CORP /DE/ | $62.7M | 2,142,531 | 0.00% | new | NEW |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $31.7M | 1,081,450 | 1.01% | 6q | HELD |
| Rockefeller Capital Management L.P. | $24.6M | 840,637 | 0.04% | 4q | +15.3%+$3.3M |
| CATALYST PRIVATE WEALTH, LLC | $16.9M | 577,473 | 8.16% | 4q | +0.8%+$136.5K |
| Pinnacle Wealth Management, LLC | $13.6M | 463,515 | 8.40% | 2q | HELD |
| Marshall Financial Group, LLC | $13.1M | 447,240 | 1.91% | 2q | +3.6%+$458.7K |
| Crusonia Wealth Advisors LLC | $12.2M | 418,178 | 2.01% | new | NEW |
| Mariner, LLC | $11.9M | 405,262 | 0.01% | 5q | +54.2%+$4.2M |
| National Philanthropic Trust | $10.7M | 364,309 | 0.15% | 2q | -29.6%-$4.5M |
| Family Manage LLC | $10.5M | 357,213 | 1.07% | 5q | +12.8%+$1.2M |
| Astoria Portfolio Advisors LLC. | $9.7M | 332,564 | 1.64% | 4q | +27.7%+$2.1M |
| FLAGSHIP HARBOR ADVISORS, LLC | $9.7M | 329,729 | 0.37% | 2q | +7.5%+$671.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 297,971 | 0.01% | 5q | +109.8%+$4.6M |
| Owl Creek Wealth Partners LLC | $8.7M | 297,715 | 2.55% | new | NEW |
| Stratos Investment Management, LLC | $8.5M | 290,647 | 0.31% | 2q | +46.4%+$2.7M |
| MML INVESTORS SERVICES, LLC | $7.9M | 268,782 | 0.02% | 2q | +34.3%+$2.0M |
| Hobbs Group Advisors, LLC | $7.0M | 238,443 | 1.84% | 4q | +7.8%+$503.6K |
| Alpha Financial Partners LLC | $6.6M | 225,175 | 3.46% | 5q | +7.0%+$431.0K |
| Atria Investments, Inc | $6.5M | 220,574 | 0.06% | 5q | +29.5%+$1.5M |
| SMART Wealth LLC | $6.4M | 216,960 | 1.37% | 5q | +100.2%+$3.2M |
| Savvy Advisors, Inc. | $6.1M | 206,833 | 0.13% | 2q | +39.9%+$1.7M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $5.7M | 194,734 | 0.11% | 3q | -12.6%-$824.1K |
| Fortis Group Advisors, LLC | $5.1M | 172,567 | 0.81% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $4.7M | 160,857 | 0.01% | 4q | +136.4%+$2.7M |
| MAI Capital Management | $4.3M | 145,893 | 0.02% | 3q | +1620933.3%+$4.3M |
| Stratos Wealth Advisors, LLC | $4.0M | 135,024 | 0.22% | 3q | +4.0%+$152.0K |
| Private Advisor Group, LLC | $3.7M | 125,557 | 0.02% | 5q | -19.2%-$875.9K |
| CORRADO ADVISORS, LLC | $3.6M | 121,479 | 1.64% | 4q | +1.4%+$49.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $3.3M | 113,716 | 0.04% | 2q | +189.5%+$2.2M |
| GenTrust, LLC | $3.2M | 110,698 | 0.12% | 6q | +17.9%+$491.7K |
| HARBOUR INVESTMENTS, INC. | $3.0M | 103,016 | 0.04% | 6q | +10.3%+$281.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.0M | 101,378 | 0.05% | 3q | +74.9%+$1.3M |
| Catalyst Investment Management LLC | $2.9M | 100,217 | 2.66% | 2q | +80.6%+$1.3M |
| Golden State Wealth Management, LLC | $2.9M | 98,294 | 0.26% | 3q | +513.6%+$2.4M |
| Arrowroot Family Office, LLC | $2.8M | 96,147 | 0.81% | 3q | -4.4%-$130.9K |
| Farther Finance Advisors, LLC | $2.8M | 94,643 | 0.02% | 4q | +45.5%+$866.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 90,587 | 0.00% | 3q | -7.9%-$226.2K |
| STIFEL FINANCIAL CORP | $2.6M | 88,970 | 0.00% | 4q | +51.8%+$888.5K |
| O'ROURKE & COMPANY, Inc | $2.5M | 84,979 | 0.87% | 4q | +5.0%+$118.1K |
| STEPHENS INC /AR/ | $2.4M | 83,065 | 0.03% | 4q | -12.1%-$334.6K |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 79,814 | 0.00% | 2q | +831.2%+$2.1M |
| KWB Wealth | $2.3M | 78,477 | 0.20% | new | NEW |
| Patten Group, Inc. | $2.2M | 74,865 | 0.34% | 2q | +153.4%+$1.3M |
| Breakwater Investment Management | $2.1M | 72,459 | 0.72% | 3q | +932.3%+$1.9M |
| Global Retirement Partners, LLC | $2.1M | 72,332 | 0.03% | 3q | +6.3%+$124.5K |
| TRUIST FINANCIAL CORP | $2.1M | 70,795 | 0.00% | 5q | +152.0%+$1.2M |
| Kestra Advisory Services, LLC | $1.9M | 66,186 | 0.01% | 5q | +41.5%+$568.4K |
| LAKE STREET PRIVATE WEALTH, LLC | $1.9M | 64,944 | 0.22% | 2q | +18.1%+$291.1K |
| Lunt Capital Management, Inc. | $1.8M | 63,187 | 0.68% | 3q | +11.8%+$195.7K |
| Weaver Consulting Group | $1.8M | 61,910 | 0.37% | 5q | +51.3%+$614.5K |
| Fermata Advisors, LLC | $1.8M | 61,186 | 0.36% | 3q | +18.9%+$285.0K |
| SHEETS SMITH WEALTH MANAGEMENT | $1.5M | 52,862 | 0.15% | 5q | +2.0%+$30.9K |
| Oregon Pacific Wealth Management, LLC | $1.5M | 50,282 | 1.38% | 3q | +1.1%+$15.8K |
| Belpointe Asset Management LLC | $1.5M | 50,007 | 0.05% | 3q | +50.7%+$492.6K |
| Worth Financial Advisory Group, LLC | $1.5M | 49,599 | 0.60% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.4M | 49,186 | 0.00% | 2q | +12447.4%+$1.4M |
| PUFF WEALTH MANAGEMENT, LLC | $1.4M | 48,056 | 1.43% | 3q | +19.8%+$232.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 48,017 | 0.00% | 3q | -48.6%-$1.3M |
| Fiduciary Alliance LLC | $1.3M | 46,019 | 0.09% | 3q | +27.3%+$288.8K |
| Western Wealth Management, LLC | $1.3M | 43,113 | 0.04% | 3q | +37.1%+$341.8K |
| Integrated Wealth Concepts LLC | $1.2M | 41,004 | 0.01% | new | NEW |
| Onyx Bridge Wealth Group LLC | $1.2M | 40,820 | 0.11% | 2q | +117.1%+$644.5K |
| LifeGoal Investments, LLC | $1.2M | 40,275 | 0.54% | new | NEW |
| Brookwood Investment Group LLC | $1.2M | 40,148 | 0.13% | 6q | +3.9%+$43.9K |
| Noble Wealth Partners LLC | $1.1M | 38,008 | 0.97% | new | FIRST |
| MORGAN STANLEY | $1.1M | 37,612 | 0.00% | 3q | +276.1%+$808.2K |
| Paragon Private Wealth Management, LLC | $1.1M | 36,363 | 0.28% | 3q | +141.6%+$623.9K |
| Independent Wealth Advisors LLC | $998.6K | 34,117 | 0.90% | 2q | +116.3%+$536.9K |
| Wealthcare Advisory Partners LLC | $988.4K | 33,770 | 0.02% | 3q | -41.4%-$698.0K |
| Advyzon Investment Management, LLC | $965.9K | 33,001 | 0.07% | 2q | +17.4%+$142.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $957.7K | 32,721 | 0.02% | 2q | +49.0%+$314.8K |
| SteelPeak Wealth, LLC | $922.0K | 31,499 | 0.02% | new | NEW |
| Fearless Solutions, LLC dba Best Invest | $873.6K | 29,845 | 0.46% | 2q | +106.4%+$450.3K |
| JFS WEALTH ADVISORS, LLC | $871.7K | 29,781 | 0.04% | 4q | +3.9%+$32.7K |
| International Private Wealth Advisors LLC | $819.7K | 28,005 | 0.42% | 5q | -1.2%-$9.8K |
| MISSION WEALTH MANAGEMENT, LP | $817.0K | 27,911 | 0.01% | new | NEW |
| Perennial Investment Advisors, LLC | $811.4K | 27,721 | 0.05% | 4q | +3.7%+$29.3K |
| OPPENHEIMER & CO INC | $747.9K | 25,551 | 0.01% | 5q | +2.6%+$19.0K |
| Waverly Advisors, LLC | $742.8K | 25,378 | 0.00% | 3q | +20.0%+$123.8K |
| Focus Partners Wealth | $739.0K | 25,248 | 0.00% | new | NEW |
| Clarity Retirement & Wealth, LLC | $732.6K | 25,030 | 0.51% | 3q | -32.4%-$351.2K |
| Ethic Inc. | $728.5K | 24,888 | 0.01% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $724.9K | 24,766 | 0.14% | 4q | +54.7%+$256.4K |
| CHOREO, LLC | $671.0K | 22,924 | 0.01% | new | NEW |
| Providence First Trust Co | $653.5K | 22,325 | 0.18% | new | NEW |
| OneDigital Investment Advisors LLC | $650.6K | 22,229 | 0.01% | 4q | +1.1%+$7.3K |
| NewEdge Advisors, LLC | $644.8K | 22,028 | 0.00% | 4q | +27.0%+$137.2K |
| Stratos Wealth Partners, LTD. | $632.8K | 21,618 | 0.01% | new | NEW |
| BNB Wealth Management, LLC | $628.2K | 21,463 | 0.34% | 2q | +21.6%+$111.5K |
| OakTrust Wealth Advisors, LLC | $600.2K | 20,507 | 0.52% | 3q | -1.1%-$6.6K |
| Mutual Advisors, LLC | $597.7K | 20,419 | 0.01% | new | NEW |
| Riverbend Wealth Management, LLC | $566.2K | 19,343 | 0.28% | new | NEW |
| JANE STREET GROUP, LLC | $556.1K | options only | 0.00% | 6q | OPTIONS |
| Trademark Financial Management, LLC | $551.7K | 18,849 | 0.23% | new | NEW |
| Ascentis Wealth Management, LLC | $539.1K | 89,429 | 0.03% | new | NEW |
| WJ Wealth Management, LLC | $509.3K | 17,400 | 0.20% | new | NEW |
| PARSONS CAPITAL MANAGEMENT INC/RI | $491.5K | 16,791 | 0.02% | new | NEW |
| Sound Income Strategies, LLC | $483.2K | 16,507 | 0.02% | 3q | +425.7%+$391.3K |
Showing the largest 100 of 163 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 158 | $613.7M | 21,010,237 | 48 | 76 | 16 | 0.1% |
| Q1 2026 | 116 | $423.9M | 14,688,506 | 40 | 50 | 17 | 0.0% |
| Q4 2025 | 88 | $230.0M | 8,339,379 | 32 | 41 | 5 | 0.0% |
| Q3 2025 | 54 | $147.2M | 5,274,749 | 25 | 19 | 4 | 0.0% |
| Q2 2025 | 35 | $80.9M | 3,102,932 | 26 | 5 | 1 | 0.0% |
| Q1 2025 | 9 | $38.2M | 1,519,426 | 7 | 0 | 0 | 0.0% |