SSGA ACTIVE ETF TR (TOTL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
358
Reporting holders
$3.3B
Reported value
0.0%
Held as options
+12
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 |
|---|---|---|---|---|---|
| FMR LLC | $470.5M | 11,920,830 | 0.02% | 10q | -13.7%-$75.0M |
| MORGAN STANLEY | $272.0M | 6,891,190 | 0.01% | 35q | +1.1%+$3.0M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $235.9M | 5,976,076 | 4.24% | 31q | +5.9%+$13.1M |
| ENVESTNET ASSET MANAGEMENT INC | $195.4M | 4,950,940 | 0.05% | 31q | +20.2%+$32.9M |
| LPL Financial LLC | $172.0M | 4,356,684 | 0.04% | 31q | +6.1%+$10.0M |
| Corient Private Wealth LP | $141.8M | 3,591,831 | 0.09% | 8q | +169.6%+$89.2M |
| TECTONIC ADVISORS LLC | $104.5M | 2,646,939 | 5.02% | 12q | +4.2%+$4.2M |
| OSAIC HOLDINGS, INC. | $89.5M | 2,266,827 | 0.11% | 26q | +29.5%+$20.4M |
| UBS Group AG | $89.3M | 2,263,548 | 0.01% | 31q | +4.2%+$3.6M |
| BANK OF AMERICA CORP /DE/ | $87.7M | 2,221,408 | 0.01% | 31q | +3.4%+$2.9M |
| WELLS FARGO & COMPANY/MN | $71.4M | 1,808,018 | 0.01% | 31q | -52.2%-$77.8M |
| Kestra Investment Management, LLC | $66.7M | 1,688,835 | 1.29% | 9q | -14.8%-$11.5M |
| CAPITAL ADVISORS INC/OK | $54.0M | 1,368,928 | 0.80% | 31q | -1.6%-$883.0K |
| Cheviot Value Management, LLC | $54.0M | 1,368,052 | 5.49% | 6q | -0.9%-$463.2K |
| ROYAL BANK OF CANADA | $50.5M | 1,279,492 | 0.01% | 31q | -6.0%-$3.2M |
| Morling Financial Advisors, LLC | $45.3M | 1,147,703 | 12.58% | 10q | +4.1%+$1.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.4M | 1,107,462 | 0.07% | 14q | -7.9%-$3.7M |
| Bank of New York Mellon Corp | $33.6M | 852,368 | 0.01% | 31q | +3.4%+$1.1M |
| FAS Wealth Partners, Inc. | $26.9M | 682,427 | 1.40% | 16q | +62.0%+$10.3M |
| WEATHERLY ASSET MANAGEMENT L. P. | $26.8M | 678,852 | 1.91% | 31q | +3.4%+$882.4K |
| Horizon Investments, LLC | $26.4M | 675,591 | 0.29% | 15q | HELD |
| WCG Wealth Advisors LLC | $26.4M | 669,685 | 0.63% | 9q | -2.2%-$581.1K |
| HighTower Advisors, LLC | $26.0M | 657,787 | 0.03% | 31q | -3.6%-$977.9K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $25.7M | 651,453 | 6.93% | 15q | +0.7%+$186.4K |
| PINNACLE ASSOCIATES LTD | $25.1M | 636,581 | 0.27% | 31q | +4.9%+$1.2M |
| San Luis Wealth Advisors LLC | $22.2M | 561,780 | 3.34% | 4q | -22.6%-$6.5M |
| CAPTRUST FINANCIAL ADVISORS | $22.1M | 559,128 | 0.03% | 31q | -24.3%-$7.1M |
| AQR CAPITAL MANAGEMENT LLC | $21.9M | 554,518 | 0.01% | 7q | +10.7%+$2.1M |
| WOODMONT INVESTMENT COUNSEL LLC | $21.0M | 533,286 | 1.15% | 3q | +14.2%+$2.6M |
| Main Street Financial Solutions, LLC | $21.0M | 532,256 | 1.35% | 23q | +3.8%+$774.3K |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $19.8M | 504,610 | 4.16% | 3q | HELD |
| HOWARD FINANCIAL SERVICES, LTD. | $19.4M | 492,358 | 1.94% | 27q | -8.2%-$1.7M |
| RAYMOND JAMES FINANCIAL INC | $18.1M | 458,569 | 0.00% | 7q | -9.2%-$1.8M |
| Canal Capital Management, LLC | $16.7M | 423,789 | 2.04% | 31q | +3.5%+$565.1K |
| Cetera Investment Advisers | $16.7M | 422,881 | 0.02% | 31q | -3.2%-$559.1K |
| Focus Partners Wealth | $15.2M | 383,836 | 0.02% | 11q | +5.1%+$741.2K |
| 1 NORTH WEALTH SERVICES LLC | $15.1M | 381,624 | 4.92% | 7q | +7.9%+$1.1M |
| Steward Partners Investment Advisory, LLC | $15.1M | 381,539 | 0.08% | 29q | +5.4%+$774.8K |
| Pinnacle Wealth Management Advisory Group, LLC | $14.2M | 360,810 | 0.85% | 31q | +6.9%+$913.6K |
| MAI Capital Management | $14.1M | 357,308 | 0.05% | 7q | +2.8%+$389.3K |
| Denver PWM, LLC | $13.5M | 348,315 | 4.42% | 16q | +7.8%+$981.5K |
| Cornerstone Wealth Management, LLC | $13.2M | 335,057 | 0.57% | 26q | +25.1%+$2.7M |
| VICUS CAPITAL | $12.8M | 323,184 | 0.82% | 31q | +1.1%+$139.7K |
| NewEdge Advisors, LLC | $12.7M | 321,032 | 0.04% | 15q | +35.6%+$3.3M |
| Ballew Advisors, Inc | $11.3M | 288,031 | 5.85% | 31q | +5.5%+$589.0K |
| M Wealth Management, LLC | $11.2M | 284,278 | 8.81% | 7q | +2.2%+$236.2K |
| Mariner, LLC | $11.1M | 281,531 | 0.01% | 31q | +11.1%+$1.1M |
| Envestnet Portfolio Solutions, Inc. | $11.1M | 279,962 | 0.05% | 12q | +37.3%+$3.0M |
| Concurrent Investment Advisors, LLC | $10.8M | 273,074 | 0.09% | 8q | -57.9%-$14.8M |
| Journey Advisory Group, LLC | $10.5M | 267,195 | 0.81% | 6q | -48.0%-$9.7M |
| Brookstone Capital Management | $10.5M | 265,559 | 0.10% | 3q | -15.4%-$1.9M |
| Bedel Financial Consulting, Inc. | $10.4M | 264,075 | 0.98% | 17q | +4.2%+$418.4K |
| Finivi Inc. | $10.3M | 261,512 | 5.29% | 3q | -1.1%-$116.9K |
| Austin Wealth Management, LLC | $9.9M | 253,097 | 2.09% | 12q | -3.7%-$375.8K |
| Cerro Pacific Wealth Advisors LLC | $9.8M | 248,697 | 2.22% | 10q | +10.7%+$946.4K |
| TRUIST FINANCIAL CORP | $9.1M | 230,218 | 0.01% | 10q | +16.3%+$1.3M |
| Stablepoint Partners, LLC | $8.7M | 219,753 | 1.20% | 2q | +3.9%+$322.5K |
| JPMORGAN CHASE & CO | $8.4M | 212,412 | 0.00% | 31q | +28.0%+$1.8M |
| Rose Capital Advisors LLC | $7.7M | 195,822 | 3.87% | new | FIRST |
| Kestra Advisory Services, LLC | $7.6M | 193,349 | 0.02% | 15q | +9.9%+$689.4K |
| Curi Capital, LLC | $7.5M | 188,859 | 0.11% | 10q | -15.7%-$1.4M |
| Valmark Advisers, Inc. | $7.3M | 185,235 | 0.08% | 7q | +612.1%+$6.3M |
| Elmwood Wealth Management, Inc. | $7.2M | 181,738 | 1.79% | 12q | +3.7%+$258.0K |
| Family Capital Trust Co | $7.1M | 179,488 | 1.20% | 12q | +100.0%+$3.6M |
| Inman Jager Wealth Management, LLC | $7.1M | 180,465 | 3.79% | 7q | +7.3%+$483.1K |
| Beacon Pointe Advisors, LLC | $7.1M | 179,976 | 0.03% | 4q | -21.6%-$2.0M |
| V2 Financial group LLC | $6.8M | 172,117 | 2.53% | 14q | +1.0%+$70.1K |
| Trivium Point Advisory, LLC | $6.1M | 153,544 | 0.55% | new | NEW |
| Visionary Wealth Advisors | $6.0M | 152,547 | 0.24% | 22q | +8.3%+$463.1K |
| Visionary Horizons, LLC | $5.9M | 149,889 | 2.47% | 7q | -2.7%-$162.2K |
| Private Advisor Group, LLC | $5.8M | 147,841 | 0.03% | 31q | -50.0%-$5.8M |
| Diversified Portfolios, Inc. | $5.8M | 147,256 | 0.42% | 7q | -36.7%-$3.4M |
| Waverly Advisors, LLC | $5.8M | 147,004 | 0.03% | 6q | +8.7%+$465.5K |
| JONES FINANCIAL COMPANIES LLLP | $5.7M | 143,956 | 0.00% | 10q | +3.9%+$212.3K |
| Keystone Financial Group | $5.6M | 141,445 | 0.33% | 8q | -2.3%-$130.6K |
| Freedom Financial Partners LLC | $5.5M | 139,407 | 1.79% | 7q | -1.0%-$58.3K |
| Aprio Wealth Management, LLC | $5.4M | 137,894 | 0.27% | 2q | +588.1%+$4.7M |
| Summit Financial, LLC | $5.4M | 137,001 | 0.06% | 3q | +704.8%+$4.7M |
| Transamerica Financial Advisors, LLC | $5.3M | 135,004 | 0.45% | 17q | -4.7%-$264.1K |
| HARBOUR INVESTMENTS, INC. | $5.3M | 134,017 | 0.07% | 6q | +4.2%+$212.8K |
| ARS Wealth Advisors Group, LLC | $5.2M | 132,445 | 0.41% | 2q | +163.6%+$3.2M |
| Geneos Wealth Management Inc. | $5.0M | 126,930 | 0.10% | 42q | +38.4%+$1.4M |
| SUMMITPOINT CAPITAL MANAGEMENT | $5.0M | 125,522 | 5.34% | 2q | +10.0%+$451.5K |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $4.9M | 123,744 | 2.45% | 3q | +77.7%+$2.1M |
| Lunt Capital Management, Inc. | $4.8M | 122,326 | 1.77% | 13q | -1.6%-$79.3K |
| CITADEL ADVISORS LLC | $4.8M | 121,534 | 0.00% | new | NEW |
| Napier Financial, LLC | $4.5M | 114,819 | 0.94% | 3q | +3.2%+$140.3K |
| HighPoint Advisor Group LLC | $4.5M | 114,224 | 0.16% | 3q | +22.0%+$813.5K |
| Prime Capital Investment Advisors, LLC | $4.5M | 113,694 | 0.04% | 13q | +4.0%+$172.1K |
| ASSETMARK, INC | $4.5M | 113,305 | 0.01% | 30q | -36.7%-$2.6M |
| Pinnacle Financial Group, LLC / IL | $4.4M | 111,788 | 1.08% | 8q | +2.4%+$104.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 111,151 | 0.01% | 31q | -4.2%-$192.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4M | 110,891 | 0.00% | 29q | -1.7%-$76.8K |
| AlphaCore Capital LLC | $4.1M | 103,779 | 0.08% | 5q | -0.6%-$23.8K |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $4.1M | 103,496 | 2.14% | 3q | +20.1%+$682.5K |
| ENTREWEALTH, LLC | $4.1M | 104,795 | 1.51% | 7q | +2.5%+$99.9K |
| PARAGON CAPITAL MANAGEMENT INC | $4.0M | 100,125 | 2.93% | 19q | +3.6%+$138.8K |
| Avior Wealth Management, LLC | $3.8M | 97,481 | 0.10% | 2q | -27.9%-$1.5M |
| Wakefield Asset Management LLLP | $3.8M | 97,044 | 0.86% | 7q | +7.2%+$257.5K |
| EP Wealth Advisors, LLC | $3.7M | 94,869 | 0.01% | 2q | -8.7%-$355.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 11.3% |
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 | 358 | $3.3B | 84,859,091 | 31 | 146 | 124 | 0.0% |
| Q1 2026 | 346 | $3.6B | 89,497,178 | 37 | 141 | 106 | 0.0% |
| Q4 2025 | 341 | $3.3B | 81,509,570 | 37 | 151 | 92 | 0.0% |
| Q3 2025 | 320 | $3.1B | 76,614,549 | 29 | 141 | 103 | 0.0% |
| Q2 2025 | 321 | $3.2B | 80,434,803 | 18 | 136 | 103 | 0.0% |
| Q1 2025 | 332 | $2.9B | 72,650,078 | 27 | 145 | 98 | 0.0% |
| Q4 2024 | 340 | $2.7B | 67,612,281 | 36 | 128 | 100 | 0.0% |
| Q3 2024 | 316 | $2.4B | 57,791,594 | 34 | 139 | 79 | 0.0% |
| Q2 2024 | 302 | $2.2B | 56,031,564 | 23 | 113 | 105 | 0.0% |
| Q1 2024 | 296 | $2.5B | 63,033,636 | 26 | 115 | 96 | 0.0% |
| Q4 2023 | 296 | $2.4B | 60,800,737 | 25 | 107 | 108 | 0.0% |
| Q3 2023 | 284 | $2.3B | 58,620,835 | 24 | 109 | 85 | 0.0% |
| Q2 2023 | 286 | $2.1B | 51,409,721 | 31 | 107 | 95 | 0.0% |
| Q1 2023 | 278 | $1.9B | 45,585,074 | 20 | 109 | 94 | 0.0% |
| Q4 2022 | 283 | $1.4B | 34,630,943 | 47 | 82 | 99 | 0.1% |
| Q3 2022 | 303 | $1.4B | 35,295,824 | 17 | 76 | 146 | 0.0% |
| Q2 2022 | 323 | $1.6B | 39,078,125 | 27 | 66 | 169 | 0.1% |
| Q1 2022 | 344 | $1.9B | 41,415,825 | 20 | 86 | 173 | 0.0% |
| Q4 2021 | 364 | $2.2B | 45,805,794 | 23 | 124 | 114 | 0.1% |
| Q3 2021 | 356 | $2.2B | 46,308,901 | 20 | 128 | 139 | 0.0% |
| Q2 2021 | 354 | $2.4B | 49,036,519 | 25 | 122 | 138 | 0.0% |
| Q1 2021 | 356 | $2.3B | 48,050,992 | 24 | 125 | 129 | 0.0% |
| Q4 2020 | 362 | $2.4B | 48,995,985 | 27 | 135 | 107 | 0.0% |
| Q3 2020 | 318 | $2.3B | 46,222,829 | 21 | 142 | 94 | 0.0% |
| Q2 2020 | 313 | $2.2B | 45,300,403 | 31 | 126 | 102 | 0.0% |
| Q1 2020 | 315 | $2.0B | 42,633,835 | 27 | 90 | 144 | 0.0% |
| Q4 2019 | 327 | $2.5B | 50,849,469 | 28 | 125 | 85 | 0.0% |
| Q3 2019 | 289 | $2.4B | 48,841,432 | 26 | 109 | 88 | 0.0% |
| Q2 2019 | 290 | $2.4B | 48,437,699 | 22 | 125 | 83 | 0.0% |
| Q1 2019 | 299 | $2.2B | 45,898,830 | 35 | 114 | 88 | 0.0% |
| Q4 2018 | 285 | $2.2B | 46,125,165 | 2 | 5 | 8 | 0.0% |