SSGA ACTIVE TR (PRIV)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
24
Reporting holders
$830.3M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | $741.6M | 29,455,888 | 32.87% | 2q | HELD |
| Apollo Management Holdings, L.P. | $39.8M | 1,580,000 | 0.45% | 5q | +100.0%+$19.9M |
| Gradient Investments LLC | $25.8M | 1,025,282 | 0.36% | 4q | +14.5%+$3.3M |
| Beaumont Financial Advisors, LLC | $9.8M | 389,109 | 0.62% | 5q | +17.6%+$1.5M |
| Mattson Financial Services, LLC | $3.1M | 122,534 | 0.64% | 4q | +24.9%+$609.4K |
| Wealth Management Nebraska | $2.6M | 102,891 | 0.23% | 4q | +50.9%+$874.2K |
| JANE STREET GROUP, LLC | $2.0M | 80,869 | 0.00% | 6q | +180.3%+$1.3M |
| Paladin Wealth, LLC | $1.1M | 42,868 | 0.63% | 4q | +34.2%+$275.1K |
| Breakwater Investment Management | $902.1K | 35,835 | 0.31% | 3q | +305.6%+$679.8K |
| Beta Wealth Group, Inc. | $890.5K | 35,373 | 0.33% | 4q | -9.4%-$92.5K |
| Wealth Preservation Advisors, LLC | $844.7K | 33,552 | 0.48% | 3q | +288.6%+$627.3K |
| SMART Wealth LLC | $652.6K | 25,922 | 0.14% | 3q | -11.0%-$80.4K |
| GOLDMAN SACHS GROUP INC | $497.3K | 19,753 | 0.00% | 3q | -15.3%-$89.7K |
| Koshinski Asset Management, Inc. | $275.0K | 10,924 | 0.01% | 4q | HELD |
| Zullo Investment Group, Inc. | $227.8K | 9,050 | 0.08% | 5q | HELD |
| Global Retirement Partners, LLC | $134.8K | 5,356 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $58.8K | 2,334 | 0.00% | new | NEW |
| Crews Bank & Trust | $42.8K | 1,700 | 0.01% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $30.1K | 1,194 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $11.9K | 471 | 0.00% | 2q | -97.3%-$430.3K |
| CoreCap Advisors, LLC | $2.7K | 107 | 0.00% | new | NEW |
| Byrne Asset Management LLC | $2.5K | 100 | 0.00% | 6q | HELD |
| Cape Investment Advisory, Inc. | $2.2K | 86 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $492 | 19,542 | 0.02% | 4q | -14.0% |
| AE Wealth Management LLC | $6 | 0 | 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 | 24 | $830.3M | 32,981,198 | 6 | 9 | 4 | 0.0% |
| Q1 2026 | 21 | $807.3M | 32,002,959 | 2 | 11 | 3 | 0.0% |
| Q4 2025 | 28 | $75.0M | 2,949,733 | 9 | 7 | 4 | 0.0% |
| Q3 2025 | 21 | $101.0M | 3,958,761 | 9 | 7 | 3 | 0.0% |
| Q2 2025 | 19 | $43.6M | 1,731,325 | 12 | 2 | 4 | 0.0% |
| Q1 2025 | 10 | $43.5M | 1,737,577 | 10 | 0 | 0 | 0.0% |