SSGA ACTIVE ETF TR (SRLN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
460
Reporting holders
$4.3B
Reported value
6.1%
Held as options
-14
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 |
|---|---|---|---|---|---|
| Arizona PSPRS Trust | $521.4M | 6,470,566 | 9.71% | 9q | -23.5%-$160.0M |
| MORGAN STANLEY | $306.1M | 7,597,224 | 0.02% | 35q | +10.2%+$28.4M |
| BANK OF AMERICA CORP /DE/ | $300.8M | 7,466,384 | 0.02% | 31q | -1.4%-$4.4M |
| Liberty Mutual Group Asset Management Inc. | $189.4M | 4,699,823 | 16.53% | 4q | +55.7%+$67.7M |
| State of Tennessee, Department of Treasury | $177.9M | 4,414,977 | 0.53% | 31q | -25.7%-$61.5M |
| Ensign Peak Advisors, Inc | $161.2M | 4,000,098 | 0.27% | 22q | -55.5%-$200.9M |
| LPL Financial LLC | $144.5M | 3,586,924 | 0.03% | 31q | +3.4%+$4.7M |
| STATE STREET CORP | $141.4M | 3,509,642 | 0.00% | 31q | -3.9%-$5.8M |
| Ocean Park Asset Management, LLC | $127.4M | 3,162,200 | 6.14% | 13q | +148.0%+$76.0M |
| ROYAL BANK OF CANADA | $105.0M | 2,607,022 | 0.02% | 31q | +15.8%+$14.3M |
| UBS Group AG | $101.5M | 2,519,303 | 0.01% | 31q | -3.6%-$3.7M |
| Advisory Alpha, LLC | $90.5M | 2,246,592 | 2.22% | 14q | -3.5%-$3.3M |
| WELLS FARGO & COMPANY/MN | $88.4M | 2,195,295 | 0.01% | 31q | -50.0%-$88.6M |
| BlackRock, Inc. | $72.6M | 1,803,154 | 0.00% | 8q | +19.5%+$11.8M |
| 1832 Asset Management L.P. | $66.9M | 1,661,384 | 0.03% | 7q | +3.6%+$2.3M |
| GOLDMAN SACHS GROUP INC | $66.6M | 1,653,488 | 0.01% | 31q | -40.2%-$44.8M |
| JPMORGAN CHASE & CO | $55.6M | 1,383,526 | 0.00% | 31q | +2331.4%+$53.3M |
| Aristotle Pacific Capital, LLC | $54.9M | 1,367,066 | 26.13% | 12q | +37.1%+$14.9M |
| Diversify Advisory Services, LLC | $54.9M | 1,360,178 | 0.92% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $54.9M | 1,360,178 | 0.92% | 9q | +34.4%+$14.0M |
| Horizon Investments, LLC | $48.3M | 1,213,236 | 0.53% | 14q | +1102841.8%+$48.3M |
| WELLINGTON MANAGEMENT GROUP LLP | $47.3M | 1,174,850 | 0.01% | 31q | -32.8%-$23.1M |
| ENVESTNET ASSET MANAGEMENT INC | $36.5M | 905,792 | 0.01% | 31q | -3.5%-$1.3M |
| CNO Financial Group, Inc. | $34.7M | 862,000 | 19.88% | 6q | HELD |
| HighTower Advisors, LLC | $31.3M | 777,643 | 0.03% | 31q | +3.5%+$1.0M |
| RAYMOND JAMES FINANCIAL INC | $31.3M | 776,016 | 0.01% | 7q | -14.8%-$5.5M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $29.2M | 723,630 | 1.62% | 22q | -5.8%-$1.8M |
| Coppell Advisory Solutions LLC | $27.0M | 1,248,706 | 2.23% | new | NEW |
| Amundi | $26.6M | 659,591 | 0.01% | 2q | +79.5%+$11.8M |
| CONNING INC. | $25.8M | 641,275 | 0.77% | 31q | HELD |
| JANE STREET GROUP, LLC | $25.7M | 638,836 | 0.00% | 3q | +5611.0%+$25.3M |
| Merit Financial Group, LLC | $22.7M | 564,466 | 0.07% | 17q | +175.2%+$14.5M |
| Blackstone Inc. | $22.4M | 555,591 | 0.07% | 14q | HELD |
| Donoghue Forlines LLC | $21.7M | 538,939 | 5.62% | new | NEW |
| FEDERATED HERMES, INC. | $21.6M | 535,650 | 0.03% | 13q | HELD |
| Creative Planning | $20.9M | 517,812 | 0.01% | 20q | +1.8%+$376.4K |
| Bramshill Investments, LLC | $19.1M | 473,743 | 1.46% | 6q | -9.7%-$2.1M |
| Cetera Investment Advisers | $18.7M | 462,910 | 0.02% | 27q | -8.7%-$1.8M |
| Twelve Points Wealth Management LLC | $18.6M | 461,725 | 3.73% | 19q | +21.8%+$3.3M |
| STIFEL FINANCIAL CORP | $18.1M | 448,972 | 0.02% | 31q | +3.3%+$579.3K |
| Integrated Wealth Concepts LLC | $17.7M | 438,239 | 0.09% | 22q | +91.5%+$8.4M |
| Envestnet Portfolio Solutions, Inc. | $17.1M | 425,289 | 0.08% | 12q | +17.0%+$2.5M |
| OSAIC HOLDINGS, INC. | $15.8M | 392,272 | 0.02% | 26q | +20.4%+$2.7M |
| Secure Asset Management, LLC | $15.3M | 379,830 | 2.14% | 23q | +6.7%+$956.1K |
| Catalyst Capital Advisors LLC | $15.1M | 374,591 | 0.25% | 15q | HELD |
| FORTEM FINANCIAL GROUP, LLC | $15.0M | 372,511 | 3.06% | 6q | +3.5%+$510.8K |
| ARS Wealth Advisors Group, LLC | $14.7M | 366,035 | 1.15% | 20q | +91.5%+$7.0M |
| GUGGENHEIM CAPITAL LLC | $14.6M | 362,070 | 0.09% | 31q | HELD |
| Ninety One UK Ltd | $14.5M | 359,410 | 0.03% | 7q | +1.8%+$250.8K |
| Cerity Partners LLC | $14.1M | 350,264 | 0.02% | 19q | +3.7%+$505.0K |
| ASSETMARK, INC | $13.8M | 342,445 | 0.02% | 31q | +8.9%+$1.1M |
| Calamos Advisors LLC | $12.7M | 316,100 | 0.04% | 10q | HELD |
| Baird Financial Group, Inc. | $12.2M | 303,914 | 0.02% | 9q | +403.0%+$9.8M |
| VICTORY CAPITAL MANAGEMENT INC | $12.1M | 300,000 | 0.01% | new | NEW |
| Ameritas Advisory Services, LLC | $11.4M | 282,644 | 0.23% | 19q | -16.9%-$2.3M |
| COUNTRY TRUST BANK | $11.2M | 278,522 | 0.20% | 31q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $11.0M | 272,468 | 0.12% | 12q | +5.1%+$529.2K |
| Stablepoint Partners, LLC | $10.9M | 269,885 | 1.50% | 11q | +1.2%+$123.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $10.8M | 269,167 | 0.20% | 6q | +21.4%+$1.9M |
| Fragasso Financial Advisors Inc | $10.8M | 267,428 | 0.57% | 18q | +2.9%+$304.1K |
| KMG FIDUCIARY PARTNERS, LLC | $10.5M | 260,160 | 0.97% | 17q | -1.6%-$174.3K |
| MRA Advisory Group | $10.5M | 259,585 | 3.79% | 14q | +2.7%+$274.3K |
| HORIZON FINANCIAL SERVICES, LLC | $10.4M | 258,638 | 4.00% | 6q | -6.2%-$684.1K |
| Goldstone Financial Group, LLC | $10.3M | 255,058 | 0.94% | 14q | -7.9%-$879.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 215,406 | 0.01% | 31q | -12.5%-$1.2M |
| NEUBERGER BERMAN GROUP LLC | $8.6M | 212,397 | 0.01% | 31q | HELD |
| Whitford Management LLC | $8.5M | 212,000 | 7.63% | new | NEW |
| Matthew Goff Investment Advisor, LLC | $8.5M | 211,865 | 1.44% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $8.5M | 209,986 | 0.24% | 22q | +8.1%+$634.7K |
| ZEGA Investments, LLC | $8.1M | 199,821 | 0.83% | 7q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.5M | 150,114 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $7.4M | 184,180 | 0.00% | 29q | +1041.1%+$6.8M |
| Sanctuary Advisors, LLC | $7.0M | 173,417 | 0.03% | 9q | -2.1%-$146.3K |
| RPg Family Wealth Advisory, LLC | $6.6M | 163,258 | 0.61% | 30q | +139.3%+$3.8M |
| Palogic Value Management, L.P. | $6.6M | 163,161 | 2.16% | 15q | -1.9%-$129.7K |
| CreativeOne Wealth, LLC | $6.6M | 162,635 | 0.14% | 21q | +3.7%+$232.4K |
| Canal Capital Management, LLC | $6.5M | 160,735 | 0.79% | 31q | -8.5%-$602.6K |
| Plan Group Financial, LLC | $6.5M | 160,458 | 1.33% | 6q | +15.6%+$874.0K |
| Simplicity Wealth,LLC | $6.4M | 159,229 | 0.22% | 11q | +173.5%+$4.1M |
| Advisory Services Network, LLC | $6.4M | 158,101 | 0.07% | 18q | -9.0%-$630.0K |
| Westview Management dba Westview Investment Advisors | $6.4M | 157,912 | 3.11% | 3q | +5.3%+$318.5K |
| Live Oak Investment Partners | $6.4M | 157,789 | 3.42% | 14q | +2.8%+$175.8K |
| BLUELINE ADVISORS LLC | $6.2M | 153,628 | 4.29% | 3q | +2.1%+$126.8K |
| Vertrix Wealth Management, LLC | $5.9M | 146,567 | 1.99% | new | NEW |
| OPPENHEIMER & CO INC | $5.9M | 146,130 | 0.06% | 20q | +3.4%+$196.0K |
| Aspire Private Capital, LLC | $5.7M | 140,554 | 1.17% | 21q | +5.0%+$269.7K |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $5.6M | 139,709 | 0.80% | 21q | HELD |
| J HAGAN CAPITAL, INC. | $5.6M | 138,997 | 2.59% | 6q | +10.7%+$540.7K |
| Steward Partners Investment Advisory, LLC | $5.5M | 136,428 | 0.03% | 31q | +11.6%+$571.2K |
| CAPTRUST FINANCIAL ADVISORS | $5.4M | 135,221 | 0.01% | 23q | -1.4%-$77.7K |
| Prudent Man Advisors, LLC | $5.4M | 135,100 | 1.24% | new | NEW |
| Windsor Capital Management, LLC | $5.1M | 126,416 | 1.32% | 28q | -2.6%-$136.4K |
| NewSquare Capital LLC | $5.1M | 125,902 | 0.38% | 31q | +0.7%+$33.2K |
| Valtinson Bruner Financial Planning LLC | $5.0M | 124,429 | 1.26% | 6q | +4.4%+$209.3K |
| Maridea Wealth Management LLC | $5.0M | 122,980 | 0.54% | 4q | +10.8%+$484.0K |
| COURIER CAPITAL LLC | $4.9M | 121,017 | 0.24% | 31q | +24.2%+$950.9K |
| S&A Financial Services, Inc. | $4.7M | 117,121 | 2.88% | new | FIRST |
| Waverly Advisors, LLC | $4.6M | 114,675 | 0.03% | 10q | -1.7%-$81.9K |
| Global Retirement Partners, LLC | $4.6M | 113,959 | 0.07% | 16q | +0.7%+$30.1K |
| Equitable Holdings, Inc. | $4.5M | 110,965 | 0.03% | 19q | +1.7%+$76.8K |
Showing the largest 100 of 477 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 | 460 | $4.3B | 101,500,187 | 44 | 192 | 148 | 6.1% |
| Q1 2026 | 474 | $4.4B | 100,830,549 | 39 | 190 | 171 | 8.1% |
| Q4 2025 | 504 | $5.0B | 121,009,356 | 58 | 200 | 152 | 0.1% |
| Q3 2025 | 475 | $5.4B | 129,541,093 | 32 | 210 | 143 | 0.0% |
| Q2 2025 | 497 | $5.7B | 136,479,462 | 54 | 160 | 187 | 0.0% |
| Q1 2025 | 494 | $5.8B | 142,151,984 | 47 | 200 | 152 | 0.0% |
| Q4 2024 | 499 | $5.6B | 134,390,914 | 46 | 218 | 135 | 0.1% |
| Q3 2024 | 473 | $4.5B | 107,881,922 | 37 | 178 | 179 | 0.1% |
| Q2 2024 | 477 | $4.7B | 113,277,386 | 62 | 203 | 136 | 0.0% |
| Q1 2024 | 441 | $5.1B | 120,650,621 | 45 | 190 | 133 | 0.4% |
| Q4 2023 | 437 | $3.7B | 87,512,957 | 41 | 145 | 165 | 1.7% |
| Q3 2023 | 411 | $3.0B | 71,465,754 | 31 | 144 | 164 | 0.7% |
| Q2 2023 | 413 | $3.0B | 71,563,433 | 34 | 122 | 191 | 0.7% |
| Q1 2023 | 424 | $3.2B | 76,948,386 | 33 | 121 | 193 | 0.8% |
| Q4 2022 | 436 | $3.5B | 85,886,535 | 52 | 106 | 209 | 0.6% |
| Q3 2022 | 520 | $4.8B | 117,235,661 | 52 | 159 | 240 | 0.5% |
| Q2 2022 | 538 | $6.4B | 153,412,318 | 69 | 208 | 200 | 0.2% |
| Q1 2022 | 543 | $7.8B | 174,299,272 | 113 | 254 | 119 | 0.0% |
| Q4 2021 | 468 | $6.4B | 140,768,323 | 80 | 234 | 76 | 0.0% |
| Q3 2021 | 388 | $5.4B | 116,244,099 | 55 | 216 | 61 | 0.0% |
| Q2 2021 | 351 | $4.4B | 94,562,579 | 81 | 167 | 54 | 0.0% |
| Q1 2021 | 292 | $2.9B | 64,116,685 | 90 | 119 | 44 | 0.0% |
| Q4 2020 | 221 | $1.8B | 40,361,054 | 38 | 72 | 61 | 0.0% |
| Q3 2020 | 194 | $1.2B | 26,464,277 | 34 | 67 | 58 | 0.0% |
| Q2 2020 | 177 | $982.9M | 22,707,740 | 22 | 50 | 76 | 0.0% |
| Q1 2020 | 190 | $1.1B | 27,967,362 | 24 | 62 | 83 | 0.0% |
| Q4 2019 | 218 | $1.9B | 40,043,569 | 23 | 81 | 60 | 0.0% |
| Q3 2019 | 202 | $1.5B | 32,126,107 | 19 | 58 | 82 | 0.0% |
| Q2 2019 | 214 | $1.4B | 30,938,961 | 22 | 79 | 76 | 0.0% |
| Q1 2019 | 221 | $1.4B | 29,395,506 | 28 | 65 | 87 | 0.0% |
| Q4 2018 | 229 | $1.6B | 35,870,573 | 4 | 8 | 4 | 0.0% |