SSGA ACTIVE TR (STOT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
69
Reporting holders
$313.9M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $45.3M | 962,764 | 0.00% | 31q | +39.4%+$12.8M |
| LPL Financial LLC | $45.3M | 962,313 | 0.01% | 31q | +59.8%+$17.0M |
| Foundations Investment Advisors, LLC | $39.0M | 828,575 | 0.40% | 9q | +11.9%+$4.1M |
| RAYMOND JAMES FINANCIAL INC | $37.2M | 790,730 | 0.01% | 7q | +33.6%+$9.4M |
| MORGAN STANLEY | $30.1M | 639,696 | 0.00% | 35q | +38.7%+$8.4M |
| Spinnaker Investment Group, LLC | $14.0M | 297,491 | 2.24% | 19q | -45.3%-$11.6M |
| UBS Group AG | $13.3M | 283,469 | 0.00% | 31q | +2.4%+$309.3K |
| Stratos Wealth Partners, LTD. | $9.4M | 200,362 | 0.09% | new | NEW |
| Hofer & Associates. Inc | $7.5M | 159,481 | 3.63% | 19q | +3.7%+$269.6K |
| ROYAL BANK OF CANADA | $7.1M | 151,707 | 0.00% | 31q | +21.0%+$1.2M |
| Saiph Capital, LLC | $7.0M | 149,132 | 2.10% | 4q | +1.6%+$108.7K |
| GOLDMAN SACHS GROUP INC | $6.0M | 127,555 | 0.00% | new | NEW |
| Great Lakes Retirement, Inc. | $4.9M | 104,933 | 0.44% | 8q | +6.2%+$287.9K |
| Sanctuary Advisors, LLC | $3.4M | 73,045 | 0.02% | 8q | +1.5%+$50.3K |
| Arrowroot Family Office, LLC | $3.0M | 63,655 | 0.86% | 13q | -4.1%-$127.3K |
| Integrated Wealth Concepts LLC | $2.9M | 62,371 | 0.01% | 11q | +118.1%+$1.6M |
| Lineweaver Wealth Advisors, LLC | $2.8M | 60,381 | 0.34% | 11q | +4.3%+$116.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 58,273 | 0.03% | new | NEW |
| Journey Advisory Group, LLC | $2.7M | 56,367 | 0.20% | 5q | HELD |
| ASSETMARK, INC | $2.4M | 50,964 | 0.00% | 5q | HELD |
| Wealthcare Advisory Partners LLC | $1.7M | 36,252 | 0.03% | 5q | -9.1%-$171.3K |
| Global Assets Advisory, LLC | $1.6M | 34,267 | 0.35% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $1.6M | 33,496 | 0.03% | new | NEW |
| HighTower Advisors, LLC | $1.5M | 32,138 | 0.00% | 16q | +4.7%+$67.7K |
| Walser Wealth Management Company, A Ltd Liability Co | $1.4M | 28,923 | 0.57% | 2q | +497.6%+$1.1M |
| Focus Financial Network, Inc. | $1.3M | 28,518 | 0.04% | 10q | -3.6%-$50.4K |
| Independent Wealth Network Inc. | $1.3M | 28,469 | 0.34% | 2q | +8.7%+$107.4K |
| OakTrust Wealth Advisors, LLC | $1.3M | 27,474 | 1.11% | new | NEW |
| Western Wealth Management, LLC | $1.2M | 26,124 | 0.04% | 7q | +528.9%+$1.0M |
| Clearwater Capital Advisors, LLC | $1.2M | 25,267 | 0.09% | 11q | +9.9%+$106.7K |
| Cetera Investment Advisers | $1.0M | 21,846 | 0.00% | 8q | +22.7%+$190.5K |
| PARAGON CAPITAL MANAGEMENT INC | $990.7K | 21,051 | 0.73% | 19q | -1.5%-$15.6K |
| CAPTRUST FINANCIAL ADVISORS | $958.1K | 20,359 | 0.00% | 11q | -0.7%-$7.1K |
| ENVESTNET ASSET MANAGEMENT INC | $920.4K | 19,558 | 0.00% | 16q | -40.7%-$630.4K |
| Essex Financial Services, Inc. | $828.2K | 17,599 | 0.04% | 9q | +18.5%+$129.6K |
| Proficio Capital Partners LLC | $823.4K | 17,496 | 0.03% | 11q | -1.3%-$10.9K |
| Rockefeller Capital Management L.P. | $781.8K | 16,613 | 0.00% | 5q | -51.2%-$819.5K |
| Private Advisor Group, LLC | $752.2K | 15,983 | 0.00% | 21q | +9.1%+$62.5K |
| GREATMARK INVESTMENT PARTNERS, INC. | $635.3K | 13,500 | 0.07% | 19q | -10.0%-$70.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $587.9K | 12,492 | 0.00% | 2q | +162.2%+$363.6K |
| Savant Capital, LLC | $468.8K | 10,017 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $448.3K | 9,526 | 0.00% | 2q | +121.6%+$246.0K |
| Visionary Horizons, LLC | $395.7K | 8,408 | 0.17% | new | NEW |
| OSAIC HOLDINGS, INC. | $378.4K | 8,040 | 0.00% | 26q | +246.0%+$269.0K |
| Belpointe Asset Management LLC | $377.3K | 8,016 | 0.01% | 2q | -42.6%-$279.5K |
| Brookwood Investment Group LLC | $335.9K | 7,137 | 0.04% | 5q | -3.0%-$10.5K |
| XY Planning Network, Inc. | $333.8K | 7,094 | 0.04% | 3q | +8.1%+$25.0K |
| Trilogy Capital Inc. | $271.0K | 5,759 | 0.01% | 7q | HELD |
| Kestra Advisory Services, LLC | $259.4K | 5,511 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $257.9K | 5,481 | 0.00% | new | NEW |
| Smith Partners Wealth Management, LLC | $249.0K | 5,291 | 0.20% | 3q | HELD |
| ALONGSIDE, LLC | $243.3K | 5,169 | 0.05% | new | NEW |
| Glen Eagle Advisors, LLC | $228.4K | 4,854 | 0.03% | 31q | +4.7%+$10.3K |
| STIFEL FINANCIAL CORP | $225.9K | 4,800 | 0.00% | 2q | -64.1%-$402.7K |
| Financial Strategies Group, Inc. | $225.0K | 4,800 | 0.04% | 2q | HELD |
| Larson Financial Group LLC | $113.5K | 2,412 | 0.00% | 19q | -46.0%-$96.7K |
| Pacific Center for Financial Services | $81.2K | 1,726 | 0.02% | 21q | HELD |
| PRIVATE TRUST CO NA | $61.0K | 1,297 | 0.00% | 16q | HELD |
| VALLEY NATIONAL ADVISERS INC | $55.5K | 1,180 | 0.01% | 29q | HELD |
| AE Wealth Management LLC | $46.8K | 995 | 0.00% | 7q | +7007.1%+$46.2K |
| Strategic Wealth Partners, Ltd. | $28.4K | 604 | 0.00% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $28.2K | 599 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $18.8K | 400 | 0.00% | 20q | HELD |
| Medallion Wealth Advisors, LLC | $18.4K | 390 | 0.01% | 7q | HELD |
| Planning Strategies Inc. | $15.8K | 336 | 0.01% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $14.6K | 310 | 0.00% | 14q | +15400.0%+$14.5K |
| AdvisorNet Financial, Inc | $2.4K | 52 | 0.00% | 6q | HELD |
| ROTHSCHILD INVESTMENT LLC | $2.1K | 45 | 0.00% | 11q | HELD |
| Janney Montgomery Scott LLC | $1.8K | 38,390 | 0.00% | 21q | +0.9% |
| CoreCap Advisors, LLC | $94 | 2 | 0.00% | 10q | HELD |
| Capital Advisors, Ltd. LLC | $41 | 863 | 0.00% | 10q | 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 | 69 | $313.9M | 6,670,940 | 12 | 28 | 14 | 0.0% |
| Q1 2026 | 64 | $251.0M | 5,326,418 | 10 | 22 | 17 | 0.0% |
| Q4 2025 | 62 | $197.2M | 4,170,697 | 5 | 22 | 22 | 0.0% |
| Q3 2025 | 62 | $175.3M | 3,700,175 | 5 | 18 | 24 | 0.0% |
| Q2 2025 | 60 | $152.3M | 3,217,190 | 9 | 24 | 16 | 0.0% |
| Q1 2025 | 55 | $116.7M | 2,470,810 | 6 | 14 | 22 | 0.0% |
| Q4 2024 | 56 | $124.3M | 2,651,573 | 5 | 20 | 20 | 0.0% |
| Q3 2024 | 54 | $168.7M | 3,486,176 | 9 | 22 | 14 | 0.0% |
| Q2 2024 | 48 | $95.5M | 2,038,855 | 5 | 16 | 20 | 0.0% |
| Q1 2024 | 48 | $128.7M | 2,740,225 | 6 | 16 | 15 | 0.0% |
| Q4 2023 | 50 | $112.8M | 2,409,242 | 9 | 16 | 18 | 0.0% |
| Q3 2023 | 40 | $77.8M | 1,677,408 | 6 | 9 | 19 | 0.0% |
| Q2 2023 | 37 | $79.0M | 1,700,371 | 1 | 15 | 11 | 0.0% |
| Q1 2023 | 41 | $78.3M | 1,688,064 | 7 | 9 | 15 | 0.0% |
| Q4 2022 | 34 | $65.4M | 1,419,269 | 3 | 13 | 10 | 0.0% |
| Q3 2022 | 45 | $66.9M | 1,453,806 | 8 | 9 | 13 | 0.0% |
| Q2 2022 | 45 | $75.2M | 1,613,513 | 4 | 11 | 18 | 0.0% |
| Q1 2022 | 47 | $69.1M | 1,450,440 | 4 | 13 | 16 | 0.0% |
| Q4 2021 | 49 | $94.4M | 1,924,564 | 8 | 9 | 15 | 0.0% |
| Q3 2021 | 37 | $102.3M | 2,064,850 | 3 | 12 | 13 | 0.0% |
| Q2 2021 | 36 | $77.5M | 1,557,142 | 5 | 13 | 11 | 0.0% |
| Q1 2021 | 38 | $71.3M | 1,436,937 | 3 | 14 | 15 | 0.0% |
| Q4 2020 | 40 | $75.5M | 1,515,581 | 8 | 12 | 13 | 0.0% |
| Q3 2020 | 36 | $69.3M | 1,416,310 | 2 | 16 | 10 | 0.0% |
| Q2 2020 | 36 | $66.4M | 1,338,265 | 4 | 13 | 12 | 0.0% |
| Q1 2020 | 40 | $70.4M | 1,459,504 | 7 | 10 | 16 | 0.0% |
| Q4 2019 | 39 | $62.3M | 1,259,581 | 7 | 14 | 8 | 0.0% |
| Q3 2019 | 29 | $51.1M | 1,029,640 | 2 | 16 | 5 | 0.0% |
| Q2 2019 | 29 | $52.0M | 1,045,843 | 4 | 8 | 9 | 0.0% |
| Q1 2019 | 28 | $51.6M | 1,048,032 | 9 | 7 | 6 | 0.0% |
| Q4 2018 | 21 | $42.7M | 878,583 | 1 | 1 | 1 | 0.0% |