SSGA ACTIVE TR (FISR)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
68
Reporting holders
$393.3M
Reported value
0.0%
Held as options
-8
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 | $90.9M | 3,544,540 | 0.02% | 25q | -18.7%-$20.9M |
| Envestnet Portfolio Solutions, Inc. | $89.6M | 3,494,333 | 0.43% | 12q | -6.1%-$5.8M |
| ENVESTNET ASSET MANAGEMENT INC | $66.9M | 2,608,300 | 0.02% | 29q | -10.7%-$8.0M |
| Aspire Private Capital, LLC | $21.8M | 851,703 | 4.52% | 22q | -5.0%-$1.2M |
| NewEdge Advisors, LLC | $21.8M | 848,331 | 0.06% | 22q | +21.4%+$3.8M |
| Cerity Partners LLC | $13.5M | 525,658 | 0.02% | 2q | -15.2%-$2.4M |
| Raleigh Capital Management Inc. | $12.6M | 490,557 | 4.02% | 19q | -5.5%-$729.7K |
| HighTower Advisors, LLC | $10.6M | 413,378 | 0.01% | 18q | -3.2%-$349.6K |
| Hibernia Wealth Partners, LLC | $10.5M | 409,212 | 5.68% | 11q | -46.1%-$9.0M |
| LANDMARK WEALTH MANAGEMENT, INC. | $7.4M | 288,333 | 2.45% | 9q | -24.7%-$2.4M |
| PRINCIPAL SECURITIES, INC. | $4.8M | 187,354 | 0.06% | 9q | +97.9%+$2.4M |
| MML INVESTORS SERVICES, LLC | $3.7M | 143,413 | 0.01% | 5q | +2.4%+$85.5K |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 139,779 | 0.00% | 7q | -13.0%-$533.9K |
| HARBOUR INVESTMENTS, INC. | $3.0M | 116,908 | 0.04% | 17q | -3.7%-$114.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.9M | 114,438 | 0.05% | 19q | -35.9%-$1.6M |
| AE Wealth Management LLC | $2.7M | 106,457 | 0.01% | 27q | -20.5%-$703.5K |
| NOVUS ADVISORS, LLC | $2.3M | 90,314 | 4.83% | 7q | -27.8%-$893.5K |
| Signal Advisors Wealth, LLC | $2.0M | 76,542 | 0.10% | 8q | -47.7%-$1.8M |
| Legacy Wealth Partners, LLC | $2.0M | 76,205 | 0.44% | 3q | -17.7%-$418.9K |
| International Private Wealth Advisors LLC | $1.8M | 71,825 | 0.95% | 11q | -15.3%-$331.5K |
| Founders Financial Alliance, LLC | $1.8M | 69,169 | 0.24% | new | NEW |
| Sanctuary Advisors, LLC | $1.7M | 67,380 | 0.01% | 9q | +14.3%+$215.9K |
| Valtinson Bruner Financial Planning LLC | $1.7M | 66,154 | 0.43% | 6q | +13.2%+$197.8K |
| Argent Trust Co | $1.3M | 50,125 | 0.04% | 13q | -5.8%-$78.5K |
| CreativeOne Wealth, LLC | $1.1M | 44,545 | 0.02% | 27q | -55.6%-$1.4M |
| Balboa Wealth Partners | $759.8K | 29,621 | 0.10% | 16q | -67.2%-$1.6M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $755.9K | 29,470 | 0.04% | 6q | +38.3%+$209.2K |
| FSA Advisors, Inc. | $740.9K | 28,886 | 0.17% | 3q | +70.4%+$306.0K |
| World Investment Advisors | $722.8K | 28,177 | 0.01% | 3q | +18.2%+$111.5K |
| GeoWealth Management, LLC | $667.6K | 26,028 | 0.02% | 26q | -25.0%-$222.9K |
| Arete Wealth Advisors, LLC | $628.6K | 24,506 | 0.01% | new | NEW |
| WealthPoint Financial, LLC | $596.6K | 23,259 | 0.43% | 3q | +10.5%+$56.7K |
| Balefire, LLC | $584.2K | 22,776 | 0.10% | 13q | -9.5%-$61.1K |
| Independent Advisor Alliance | $547.2K | 21,332 | 0.01% | 3q | +42.0%+$161.8K |
| Global Financial Private Client, LLC | $492.6K | 19,205 | 0.13% | 17q | -34.5%-$259.3K |
| Stratos Wealth Partners, LTD. | $472.6K | 18,425 | 0.00% | 5q | +6.2%+$27.7K |
| Worth Financial Advisory Group, LLC | $400.6K | 15,619 | 0.17% | new | NEW |
| NWAM LLC | $399.1K | 15,560 | 0.02% | 10q | +43.0%+$120.0K |
| October Effect Ltd | $337.7K | 13,165 | 0.32% | 4q | +2.8%+$9.2K |
| Quadcap Wealth Management, LLC | $327.6K | 12,770 | 0.03% | 11q | -21.1%-$87.5K |
| Kelly Financial Services LLC | $326.7K | 12,737 | 0.07% | 21q | -23.1%-$98.3K |
| MSH Capital Advisors LLC | $276.5K | 10,778 | 0.05% | 9q | HELD |
| Empirical Asset Management, LLC | $275.1K | 10,723 | 0.06% | 19q | -4.7%-$13.7K |
| Triumph Capital Management | $257.5K | 10,040 | 0.05% | 5q | +16.0%+$35.5K |
| MORGAN STANLEY | $249.5K | 9,727 | 0.00% | 4q | -19.6%-$60.9K |
| CITADEL ADVISORS LLC | $248.3K | 9,682 | 0.00% | new | NEW |
| Thompson David Blair | $241.3K | 9,409 | 0.12% | new | NEW |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $223.8K | 8,727 | 0.06% | 3q | -44.2%-$177.5K |
| Financial Sense Advisors, Inc. | $210.3K | 8,197 | 0.04% | 11q | -2.2%-$4.8K |
| OSAIC HOLDINGS, INC. | $188.5K | 7,349 | 0.00% | 26q | +544.1%+$159.3K |
| Integrated Wealth Concepts LLC | $64.5K | 2,513 | 0.00% | new | NEW |
| RICHARDSON FINANCIAL SERVICES INC. | $55.7K | 2,170 | 0.03% | 10q | -6.6%-$3.9K |
| Smartleaf Asset Management LLC | $49.8K | 1,935 | 0.00% | 3q | HELD |
| PRIVATE TRUST CO NA | $48.2K | 1,878 | 0.00% | 6q | +46.4%+$15.3K |
| Farther Finance Advisors, LLC | $32.3K | 1,259 | 0.00% | 14q | -32.1%-$15.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $31.9K | 1,244 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $12.3K | 477 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $10.4K | 404,902 | 0.06% | 29q | -13.6%-$1.6K |
| Richard W. Paul & Associates, LLC | $5.6K | 219 | 0.00% | 15q | -96.0%-$133.6K |
| Lloyd Advisory Services, LLC. | $4.4K | 173 | 0.00% | 2q | +6.8% |
| Kingdom Financial Group LLC. | $4.2K | 164 | 0.00% | 3q | +1.2% |
| Global Retirement Partners, LLC | $3.5K | 137 | 0.00% | 15q | -96.3%-$90.0K |
| Rossby Financial, LCC | $1.9K | 76 | 0.00% | 3q | HELD |
| REAP Financial Group, LLC | $1.9K | 74 | 0.00% | 9q | +13.8% |
| Cambridge Investment Research Advisors, Inc. | $1.9K | 72,338 | 0.00% | 8q | +276.3%+$1.4K |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.8K | 72 | 0.00% | 5q | HELD |
| Frazier Financial Advisors, LLC | $1.6K | 63 | 0.00% | 11q | +1.6% |
| Quest 10 Wealth Builders, Inc. | $1.5K | 59 | 0.00% | 5q | -80.9%-$6.4K |
| Caitlin John, LLC | $278 | 11 | 0.00% | 4q | -8.3% |
| Covestor Ltd | $10 | 372 | 0.01% | 19q | -36.0% |
| ROYAL BANK OF CANADA | $0 | 1 | 0.00% | new | NEW |
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 | 68 | $393.3M | 15,333,646 | 9 | 20 | 35 | 0.0% |
| Q1 2026 | 76 | $439.4M | 17,600,642 | 10 | 42 | 13 | 0.0% |
| Q4 2025 | 74 | $348.6M | 13,455,573 | 14 | 43 | 11 | 0.0% |
| Q3 2025 | 61 | $256.3M | 9,837,115 | 5 | 10 | 42 | 0.0% |
| Q2 2025 | 71 | $425.3M | 16,460,387 | 8 | 49 | 6 | 0.0% |
| Q1 2025 | 68 | $310.7M | 12,006,969 | 7 | 31 | 21 | 0.0% |
| Q4 2024 | 70 | $283.9M | 11,192,593 | 3 | 14 | 40 | 0.0% |
| Q3 2024 | 65 | $338.4M | 12,733,059 | 8 | 40 | 10 | 0.0% |
| Q2 2024 | 58 | $234.8M | 9,168,339 | 11 | 20 | 17 | 0.0% |
| Q1 2024 | 48 | $207.5M | 8,097,889 | 5 | 30 | 10 | 0.0% |
| Q4 2023 | 50 | $190.8M | 7,342,390 | 8 | 18 | 13 | 0.0% |
| Q3 2023 | 34 | $153.7M | 6,217,926 | 1 | 11 | 20 | 0.0% |
| Q2 2023 | 39 | $157.6M | 6,094,104 | 6 | 20 | 11 | 0.0% |
| Q1 2023 | 38 | $149.7M | 5,677,155 | 7 | 21 | 8 | 0.0% |
| Q4 2022 | 37 | $135.9M | 5,305,778 | 6 | 19 | 7 | 0.0% |
| Q3 2022 | 38 | $128.2M | 5,024,374 | 3 | 20 | 6 | 0.0% |
| Q2 2022 | 38 | $113.6M | 4,185,537 | 6 | 16 | 13 | 0.0% |
| Q1 2022 | 34 | $89.7M | 3,112,220 | 5 | 5 | 21 | 0.0% |
| Q4 2021 | 37 | $105.0M | 3,370,241 | 4 | 17 | 7 | 0.0% |
| Q3 2021 | 29 | $74.9M | 2,408,105 | 4 | 18 | 4 | 0.0% |
| Q2 2021 | 29 | $72.3M | 2,300,872 | 7 | 12 | 9 | 0.0% |
| Q1 2021 | 23 | $40.5M | 1,318,544 | 4 | 8 | 8 | 0.0% |
| Q4 2020 | 21 | $41.1M | 1,280,160 | 2 | 12 | 5 | 0.0% |
| Q3 2020 | 23 | $37.2M | 1,160,658 | 6 | 6 | 6 | 0.0% |
| Q2 2020 | 16 | $29.7M | 927,291 | 5 | 8 | 2 | 0.0% |
| Q1 2020 | 14 | $22.9M | 733,777 | 1 | 5 | 6 | 0.0% |
| Q4 2019 | 17 | $20.4M | 656,260 | 8 | 4 | 3 | 0.0% |
| Q3 2019 | 8 | $10.8M | 341,646 | 5 | 3 | 0 | 0.0% |
| Q2 2019 | 3 | $7.1M | 229,756 | 3 | 0 | 0 | 0.0% |