SSGA ACTIVE TR (HYBL)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
95
Reporting holders
$433.8M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| ZEGA Investments, LLC | $54.0M | 1,933,377 | 5.55% | 7q | +2.0%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $41.1M | 1,470,601 | 0.01% | 7q | +12.7%+$4.6M |
| Concord Wealth Partners | $35.3M | 1,262,818 | 4.04% | 7q | +4.0%+$1.4M |
| MORGAN STANLEY | $34.6M | 1,239,465 | 0.00% | 8q | +16.6%+$4.9M |
| Concord Asset Management, LLC/VA | $33.1M | 1,185,108 | 5.13% | 7q | +3.7%+$1.2M |
| LPL Financial LLC | $28.8M | 1,031,256 | 0.01% | 12q | +5.0%+$1.4M |
| UBS Group AG | $28.6M | 1,024,477 | 0.00% | 18q | +14.3%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $17.1M | 613,243 | 0.00% | 8q | -8.0%-$1.5M |
| WELLS FARGO & COMPANY/MN | $16.6M | 592,897 | 0.00% | 7q | -58.8%-$23.6M |
| Rathbones Group PLC | $12.2M | 436,000 | 0.04% | 7q | HELD |
| Advance Capital Management, Inc. | $11.5M | 410,330 | 0.37% | 6q | +10.0%+$1.0M |
| Decker Wealth Management LLC | $10.5M | 375,667 | 2.23% | 3q | -10.4%-$1.2M |
| Luken Investment Analytics, LLC | $8.3M | 296,160 | 2.89% | 12q | -9.7%-$886.0K |
| OneAscent Financial Services LLC | $7.9M | 282,794 | 0.38% | 4q | +6.3%+$466.8K |
| Equitable Holdings, Inc. | $7.4M | 265,148 | 0.04% | 11q | +16.8%+$1.1M |
| Hedeker Wealth, LLC | $6.1M | 217,379 | 1.16% | 16q | -8.8%-$585.7K |
| JANE STREET GROUP, LLC | $5.1M | 182,564 | 0.00% | 6q | +51.6%+$1.7M |
| Farther Finance Advisors, LLC | $5.0M | 178,382 | 0.04% | 3q | +50433.1%+$5.0M |
| ROYAL BANK OF CANADA | $4.8M | 171,887 | 0.00% | 9q | -8.5%-$447.6K |
| Auour Investments LLC | $4.2M | 148,579 | 1.19% | 13q | +40.4%+$1.2M |
| OneAscent Wealth Management LLC | $4.1M | 148,273 | 1.24% | 4q | -2.6%-$112.2K |
| OLD MISSION CAPITAL LLC | $3.9M | 139,938 | 0.06% | new | NEW |
| Coppell Advisory Solutions LLC | $3.4M | 227,894 | 0.28% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.3M | 116,837 | 0.00% | 14q | -38.9%-$2.1M |
| Wealth Watch Advisors, INC | $3.0M | 107,230 | 0.97% | 5q | +71.5%+$1.2M |
| ORBA Wealth Advisors, L.L.C. | $2.4M | 86,707 | 2.07% | 8q | +58.5%+$894.6K |
| OneAscent Family Office, LLC | $2.4M | 86,560 | 1.22% | 4q | +55.3%+$861.5K |
| Inspire Advisors, LLC | $2.1M | 76,555 | 0.15% | 5q | -50.1%-$2.2M |
| SK Wealth Management, LLC | $2.0M | 71,958 | 0.45% | 8q | -48.7%-$1.9M |
| Midwest Financial Network, LLC | $1.4M | 51,126 | 0.98% | new | FIRST |
| HighPoint Advisor Group LLC | $1.3M | 47,371 | 0.05% | 3q | +32.4%+$323.9K |
| Savvy Advisors, Inc. | $1.3M | 44,766 | 0.03% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $1.2M | 44,278 | 0.00% | 2q | +20.1%+$206.9K |
| STIFEL FINANCIAL CORP | $1.2M | 43,414 | 0.00% | 5q | +11.9%+$128.6K |
| Sharkey, Howes & Javer | $1.2M | 43,174 | 0.15% | 8q | -53.3%-$1.4M |
| NewEdge Wealth, LLC | $1.2M | 42,872 | 0.01% | 2q | -8.1%-$105.5K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 41,084 | 0.00% | 14q | -33.9%-$589.9K |
| Gotham Asset Management, LLC | $1.1M | 40,301 | 0.00% | 7q | +17.9%+$170.7K |
| TORONTO DOMINION BANK | $1.1M | 39,766 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $1.0M | 36,835 | 0.00% | 4q | HELD |
| Western Wealth Management, LLC | $988.6K | 35,369 | 0.03% | 2q | +2905.0%+$955.7K |
| L & S Advisors Inc | $974.5K | 34,865 | 0.10% | 13q | +0.7%+$7.2K |
| Legacy Wealth Managment, LLC/ID | $969.3K | 34,680 | 0.40% | new | NEW |
| SHEETS SMITH WEALTH MANAGEMENT | $936.7K | 33,514 | 0.09% | 13q | +9.2%+$79.1K |
| Atria Investments, Inc | $913.3K | 32,676 | 0.01% | 4q | -7.7%-$75.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $827.1K | 29,592 | 0.00% | 2q | +97.7%+$408.7K |
| Breakwater Investment Management | $800.6K | 28,645 | 0.27% | 3q | +267.7%+$582.9K |
| CITADEL ADVISORS LLC | $785.6K | 28,108 | 0.00% | 2q | +229.7%+$547.3K |
| NewEdge Advisors, LLC | $744.7K | 26,643 | 0.00% | 12q | +166.4%+$465.2K |
| Creative Planning | $647.0K | 23,150 | 0.00% | 7q | -17.4%-$136.0K |
| Portfolio Strategies, Inc. | $589.3K | 21,084 | 0.06% | 4q | +1.7%+$9.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $584.5K | 20,952 | 0.00% | 2q | +154.9%+$355.2K |
| HANOVER ADVISORS INC | $572.4K | 20,481 | 0.21% | 11q | +1.2%+$6.9K |
| Triad Wealth Partners, LLC | $539.7K | 19,379 | 0.03% | 2q | -2.8%-$15.5K |
| NFSG Corp | $521.6K | 18,662 | 0.06% | 7q | +22.4%+$95.4K |
| Moors & Cabot, Inc. | $512.8K | 18,347 | 0.02% | 7q | -1.9%-$9.8K |
| Collaborative Wealth Managment Inc. | $512.3K | 18,331 | 0.21% | 12q | -32.6%-$247.7K |
| HighTower Advisors, LLC | $481.5K | 17,226 | 0.00% | 11q | +1.5%+$7.0K |
| Virtue Capital Management, LLC | $475.4K | 17,009 | 0.06% | 2q | +17.6%+$71.3K |
| BayBridge Capital Group, LLC | $474.6K | 16,980 | 0.25% | 7q | +11.1%+$47.4K |
| World Investment Advisors | $437.8K | 15,665 | 0.01% | 9q | HELD |
| Marshall Financial Group, LLC | $436.6K | 15,622 | 0.06% | 15q | -4.7%-$21.5K |
| WOODMONT INVESTMENT COUNSEL LLC | $434.8K | 15,556 | 0.02% | 9q | HELD |
| Glass Jacobson Investment Advisors llc | $411.1K | 14,708 | 0.13% | 3q | -1.2%-$4.9K |
| Authentikos Wealth Advisory, LLC | $393.4K | 14,075 | 0.25% | 5q | -20.9%-$103.9K |
| M.E. ALLISON & CO., INC. | $391.3K | 14,000 | 0.23% | 4q | HELD |
| FIFTH THIRD BANCORP | $391.2K | 13,998 | 0.00% | 2q | -6.7%-$27.9K |
| THOMPSON DAVIS & CO., INC. | $385.7K | 13,800 | 0.23% | new | NEW |
| Shared Vision Wealth Group LLC | $379.4K | 13,575 | 0.13% | new | NEW |
| Tempo Wealth, LLC | $372.6K | 13,332 | 0.06% | 3q | -7.9%-$31.8K |
| Allen Capital Group, LLC | $314.6K | 11,257 | 0.03% | 4q | HELD |
| Gateway Wealth Partners, LLC | $274.3K | 9,814 | 0.02% | 5q | -48.0%-$252.8K |
| Tactive Advisors, LLC | $272.9K | 9,766 | 0.07% | 2q | +35.8%+$71.9K |
| Rockefeller Capital Management L.P. | $272.7K | 9,757 | 0.00% | 4q | +11.4%+$27.9K |
| IHT Wealth Management, LLC | $263.6K | 9,431 | 0.01% | new | NEW |
| VestGen Advisors, LLC | $261.0K | 9,339 | 0.01% | 6q | -4.8%-$13.1K |
| Accurate Wealth Management, LLC | $248.4K | 8,904 | 0.02% | new | NEW |
| NWAM LLC | $225.3K | 8,062 | 0.01% | 2q | +6.8%+$14.4K |
| Advisory Services Network, LLC | $221.0K | 7,908 | 0.00% | 14q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $210.8K | 7,557 | 0.00% | new | NEW |
| Pinnacle Family Advisors, LLC | $206.5K | 7,389 | 0.09% | new | NEW |
| IFP Advisors, Inc | $192.7K | 6,895 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $188.4K | 6,744 | 0.00% | 4q | +15.5%+$25.3K |
| Fairman Group, LLC | $149.5K | 5,350 | 0.12% | 8q | +8.3%+$11.5K |
| PRIVATE TRUST CO NA | $111.8K | 4,000 | 0.01% | 2q | -11.1%-$14.0K |
| Integrated Wealth Concepts LLC | $39.8K | 1,425 | 0.00% | new | NEW |
| Clearstead Trust, LLC | $38.4K | 1,373 | 0.01% | 11q | HELD |
| AE Wealth Management LLC | $35.9K | 1,285 | 0.00% | 7q | +1.3% |
| Global Retirement Partners, LLC | $30.3K | 1,082 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $29.4K | 1,053 | 0.00% | 2q | -5.8%-$1.8K |
| Larson Financial Group LLC | $14.0K | 500 | 0.00% | 9q | HELD |
| Cambridge Investment Research Advisors, Inc. | $11.9K | 426,726 | 0.01% | 14q | +160.2%+$7.3K |
| SBI Securities Co., Ltd. | $6.2K | 223 | 0.00% | 7q | +40.3%+$1.8K |
| HOEY INVESTMENTS, INC | $2.9K | 105 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $489 | 17,498 | 0.00% | 7q | -9.6% |
| Spurstone Advisory Services, LLC | $111 | 4 | 0.00% | 6q | HELD |
| MCGUIRE CAPITAL ADVISORS INC | $56 | 2 | 0.00% | 2q | HELD |
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 | 95 | $433.8M | 15,624,320 | 14 | 41 | 27 | 0.0% |
| Q1 2026 | 89 | $429.1M | 15,400,330 | 17 | 38 | 23 | 0.0% |
| Q4 2025 | 84 | $410.7M | 14,441,630 | 8 | 38 | 24 | 0.0% |
| Q3 2025 | 89 | $398.4M | 13,907,823 | 23 | 39 | 19 | 0.0% |
| Q2 2025 | 71 | $327.4M | 11,453,683 | 12 | 34 | 14 | 0.0% |
| Q1 2025 | 68 | $263.8M | 9,399,124 | 7 | 36 | 11 | 0.0% |
| Q4 2024 | 66 | $185.0M | 6,518,372 | 19 | 27 | 8 | 0.0% |
| Q3 2024 | 54 | $107.3M | 3,742,494 | 9 | 24 | 9 | 0.0% |
| Q2 2024 | 55 | $109.0M | 3,767,603 | 10 | 24 | 11 | 0.0% |
| Q1 2024 | 48 | $115.0M | 4,053,155 | 9 | 21 | 7 | 0.0% |
| Q4 2023 | 47 | $93.4M | 3,319,837 | 13 | 17 | 8 | 0.0% |
| Q3 2023 | 34 | $68.9M | 2,499,839 | 14 | 10 | 5 | 0.0% |
| Q2 2023 | 21 | $38.1M | 1,373,204 | 8 | 3 | 5 | 0.0% |
| Q1 2023 | 12 | $22.4M | 808,025 | 8 | 1 | 3 | 0.0% |
| Q4 2022 | 5 | $17.5M | 642,240 | 2 | 0 | 3 | 0.0% |
| Q3 2022 | 7 | $54.1M | 2,016,790 | 3 | 0 | 2 | 0.0% |
| Q2 2022 | 5 | $58.4M | 2,126,508 | 0 | 2 | 1 | 0.0% |
| Q1 2022 | 5 | $63.5M | 2,121,129 | 5 | 0 | 0 | 0.0% |