SSGA ACTIVE ETF TR (ULST)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
115
Reporting holders
$300.0M
Reported value
0.5%
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $56.0M | 1,384,703 | 0.01% | 31q | +7.1%+$3.7M |
| MORGAN STANLEY | $31.0M | 767,227 | 0.00% | 35q | +10.7%+$3.0M |
| BIP Wealth, LLC | $26.9M | 665,102 | 0.76% | 14q | +13.1%+$3.1M |
| Avestar Capital, LLC | $25.4M | 628,720 | 1.42% | 14q | +6.6%+$1.6M |
| PTM WEALTH MANAGEMENT, LLC | $20.8M | 515,263 | 9.36% | 6q | +9.3%+$1.8M |
| AQR CAPITAL MANAGEMENT LLC | $14.5M | 357,933 | 0.01% | 7q | -22.1%-$4.1M |
| RAYMOND JAMES FINANCIAL INC | $11.0M | 273,073 | 0.00% | 7q | -1.6%-$175.4K |
| BANK OF AMERICA CORP /DE/ | $11.0M | 272,455 | 0.00% | 31q | -1.9%-$210.0K |
| Stablepoint Partners, LLC | $8.9M | 220,840 | 1.24% | 2q | +2.4%+$206.4K |
| ORBA Wealth Advisors, L.L.C. | $6.4M | 158,037 | 5.46% | 11q | +28.6%+$1.4M |
| Norris Financial Group, LLC | $5.0M | 123,113 | 1.98% | 11q | +15.8%+$680.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 119,635 | 0.01% | 14q | -1.3%-$65.2K |
| David Kennon Inc | $4.3M | 106,107 | 1.42% | 14q | -1.4%-$60.0K |
| Kraft, Davis & Associates, LLC | $4.2M | 104,871 | 0.88% | new | NEW |
| WT Wealth Management | $3.2M | 79,331 | 0.89% | 14q | +10.9%+$314.6K |
| UBS Group AG | $3.0M | 73,963 | 0.00% | 31q | -16.2%-$580.1K |
| VERUS CAPITAL PARTNERS, LLC | $2.9M | 72,332 | 0.16% | 12q | +15.9%+$400.2K |
| BridgePort Financial Solutions, LLC | $2.8M | 68,829 | 0.71% | 4q | -9.8%-$303.2K |
| ROYAL BANK OF CANADA | $2.4M | 59,350 | 0.00% | 31q | -1.9%-$47.4K |
| Focus Partners Wealth | $2.3M | 56,596 | 0.00% | 2q | +2738.3%+$2.2M |
| Cannon Wealth Management Services, LLC | $2.2M | 53,709 | 1.19% | 8q | +7.9%+$159.2K |
| Elmwood Wealth Management, Inc. | $2.0M | 49,849 | 0.50% | 21q | +3.9%+$76.1K |
| OSAIC HOLDINGS, INC. | $2.0M | 48,492 | 0.00% | 26q | -6.4%-$134.6K |
| Barnes Wealth Management Group, Inc | $1.9M | 47,687 | 0.89% | 7q | -4.3%-$86.9K |
| Global View Capital Management LLC | $1.9M | 45,931 | 0.38% | 7q | +2.5%+$46.2K |
| MML INVESTORS SERVICES, LLC | $1.7M | 41,720 | 0.00% | 26q | +2.1%+$34.8K |
| CITADEL ADVISORS LLC | $1.6M | 40,166 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $1.6M | 38,364 | 0.01% | 11q | +46.9%+$494.9K |
| SIMPLEX TRADING, LLC | $1.5M | options only | 0.00% | 3q | OPTIONS |
| Sanctuary Advisors, LLC | $1.4M | 33,420 | 0.01% | 9q | +6.5%+$82.7K |
| CGN Advisors LLC | $1.3M | 32,562 | 0.10% | 23q | +4.5%+$56.7K |
| Authentikos Wealth Advisory, LLC | $1.2M | 30,602 | 0.79% | 8q | -10.0%-$137.1K |
| Fiduciary Trust Co | $1.2M | 28,840 | 0.01% | 15q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 28,296 | 0.00% | 26q | -8.0%-$99.2K |
| Ameliora Wealth Management Ltd. | $1.1M | 27,767 | 0.33% | 16q | HELD |
| Stratos Wealth Partners, LTD. | $1.1M | 26,670 | 0.01% | 12q | +10.2%+$100.2K |
| Coppell Advisory Solutions LLC | $1.0M | 49,579 | 0.08% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $998.5K | 24,700 | 0.00% | 2q | HELD |
| Valmark Advisers, Inc. | $954.8K | 23,620 | 0.01% | 11q | -9.2%-$97.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $913.1K | 22,594 | 0.11% | new | FIRST |
| GOLDMAN SACHS GROUP INC | $895.6K | 22,154 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $876.6K | 21,685 | 0.00% | 13q | +6.3%+$52.1K |
| Crews Bank & Trust | $859.0K | 21,250 | 0.11% | 7q | -2.6%-$22.6K |
| NAPLES GLOBAL ADVISORS, LLC | $842.9K | 20,850 | 0.05% | 20q | HELD |
| Wealthcare Advisory Partners LLC | $817.8K | 20,231 | 0.02% | 6q | -4.0%-$34.4K |
| Savant Capital, LLC | $811.8K | 20,063 | 0.00% | 9q | +94.8%+$395.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $810.1K | 20,039 | 0.00% | new | NEW |
| G&S Capital LLC | $807.1K | 19,965 | 0.23% | 6q | -36.0%-$453.7K |
| SALEM INVESTMENT COUNSELORS INC | $743.7K | 18,396 | 0.02% | 10q | -3.4%-$26.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $708.4K | 17,523 | 0.03% | 7q | +1.4%+$9.7K |
| Fifth Third Securities, Inc. | $681.1K | 16,848 | 0.04% | 7q | +8.2%+$51.7K |
| McAdam, LLC | $640.8K | 15,852 | 0.02% | 7q | +31.0%+$151.8K |
| Perennial Investment Advisors, LLC | $616.4K | 15,250 | 0.04% | 14q | +8.8%+$50.0K |
| TKG Advisors, LLC | $572.5K | 14,161 | 0.20% | 6q | -46.4%-$495.4K |
| Western Wealth Management, LLC | $537.7K | 13,302 | 0.02% | 14q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $519.0K | 12,838 | 0.00% | 15q | +0.8%+$4.0K |
| Golden State Wealth Management, LLC | $510.5K | 12,629 | 0.05% | 7q | +17.2%+$74.7K |
| STIFEL FINANCIAL CORP | $486.1K | 12,025 | 0.00% | 11q | HELD |
| Penobscot Investment Management Company, Inc. | $473.0K | 11,700 | 0.03% | 28q | HELD |
| HARBOUR INVESTMENTS, INC. | $466.6K | 11,543 | 0.01% | 21q | HELD |
| OPPENHEIMER & CO INC | $458.8K | 11,350 | 0.00% | 6q | -25.7%-$158.5K |
| Prestige Wealth Management Group LLC | $453.6K | 11,220 | 0.08% | 7q | +1.0%+$4.5K |
| Gladstone Institutional Advisory LLC | $427.4K | 10,573 | 0.01% | 20q | -0.5%-$2.3K |
| Merit Financial Group, LLC | $420.7K | 10,406 | 0.00% | 2q | +93.3%+$203.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $414.4K | 10,252 | 0.00% | 14q | HELD |
| Trilogy Capital Inc. | $409.3K | 10,125 | 0.02% | 17q | HELD |
| JANE STREET GROUP, LLC | $406.1K | 10,046 | 0.00% | new | NEW |
| CATALYST PRIVATE WEALTH, LLC | $404.2K | 10,000 | 0.20% | 24q | HELD |
| NewEdge Advisors, LLC | $399.1K | 9,871 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $393.9K | 9,744 | 0.00% | 2q | -4.9%-$20.1K |
| Destination Wealth Management | $392.4K | 9,706 | 0.01% | 16q | HELD |
| RICHARDSON FINANCIAL SERVICES INC. | $389.0K | 9,622 | 0.22% | 10q | HELD |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $375.7K | 9,294 | 0.13% | 19q | -3.7%-$14.3K |
| Vise Technologies, Inc. | $368.4K | 9,113 | 0.00% | new | NEW |
| ZEGA Investments, LLC | $324.9K | 8,037 | 0.03% | new | NEW |
| Cetera Investment Advisers | $298.4K | 7,382 | 0.00% | 4q | -24.2%-$95.4K |
| TWO SIGMA SECURITIES, LLC | $291.5K | 7,211 | 0.03% | new | NEW |
| PNC Financial Services Group, Inc. | $291.2K | 7,203 | 0.00% | 21q | +1.8%+$5.1K |
| Wisconsin Wealth Advisors, LLC | $290.9K | 7,196 | 0.25% | 4q | HELD |
| Advisor Resource Council | $279.9K | 6,942 | 0.08% | 2q | -2.3%-$6.7K |
| Bouchey Financial Group, Ltd. | $270.4K | 6,690 | 0.02% | 2q | -4.1%-$11.7K |
| Winch Advisory Services, LLC | $242.9K | 6,008 | 0.05% | 30q | +1.0%+$2.4K |
| Worth Asset Management, LLC | $239.8K | 5,931 | 0.08% | 18q | HELD |
| OakTrust Wealth Advisors, LLC | $234.7K | 5,807 | 0.20% | 3q | -65.1%-$437.1K |
| AMERIPRISE FINANCIAL INC | $230.8K | 5,709 | 0.00% | 7q | -50.0%-$230.8K |
| Cape Investment Advisory, Inc. | $229.5K | 5,677 | 0.06% | 3q | HELD |
| Modern Wealth Management, LLC | $220.5K | 5,455 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $220.0K | 5,443 | 0.01% | 5q | +27115.0%+$219.2K |
| United Advisor Group, LLC | $208.8K | 5,165 | 0.02% | new | NEW |
| LANE BROTHERS & CO INC | $203.1K | 5,024 | 0.13% | 3q | -12.7%-$29.5K |
| Bank of New York Mellon Corp | $202.3K | 5,005 | 0.00% | new | NEW |
| ANGELES WEALTH MANAGEMENT, LLC | $202.1K | 5,000 | 0.01% | 16q | HELD |
| PRIVATE TRUST CO NA | $144.9K | 3,585 | 0.01% | 17q | HELD |
| Ameritas Advisory Services, LLC | $87.9K | 2,175 | 0.00% | new | NEW |
| Glen Eagle Advisors, LLC | $76.9K | 1,901 | 0.01% | 24q | +24.7%+$15.2K |
| Tidemark, LLC | $64.7K | 1,600 | 0.01% | new | NEW |
| Qube Research & Technologies Ltd | $53.0K | 1,310 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $52.9K | 1,309 | 0.00% | 6q | -96.3%-$1.4M |
| Aptus Capital Advisors, LLC | $52.7K | 1,303 | 0.00% | 12q | -4.1%-$2.2K |
| Continuum Advisory, LLC | $45.3K | 1,120 | 0.00% | new | NEW |
Showing the largest 100 of 119 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 | 115 | $300.0M | 7,411,762 | 21 | 35 | 32 | 0.5% |
| Q1 2026 | 101 | $455.7M | 11,202,252 | 10 | 33 | 32 | 0.4% |
| Q4 2025 | 106 | $303.2M | 7,483,586 | 10 | 34 | 38 | 0.1% |
| Q3 2025 | 103 | $324.9M | 7,986,727 | 11 | 33 | 37 | 0.0% |
| Q2 2025 | 111 | $407.4M | 10,023,657 | 9 | 43 | 34 | 0.0% |
| Q1 2025 | 117 | $404.3M | 9,948,590 | 16 | 47 | 31 | 0.0% |
| Q4 2024 | 106 | $344.0M | 8,512,649 | 14 | 25 | 40 | 0.0% |
| Q3 2024 | 96 | $347.6M | 8,526,960 | 6 | 27 | 39 | 0.0% |
| Q2 2024 | 104 | $364.8M | 9,013,428 | 11 | 23 | 50 | 0.0% |
| Q1 2024 | 97 | $411.3M | 10,155,915 | 12 | 34 | 35 | 0.0% |
| Q4 2023 | 100 | $415.3M | 10,282,792 | 16 | 26 | 31 | 0.0% |
| Q3 2023 | 88 | $405.0M | 10,059,100 | 15 | 23 | 33 | 0.0% |
| Q2 2023 | 86 | $378.5M | 9,402,501 | 10 | 29 | 26 | 0.0% |
| Q1 2023 | 88 | $337.1M | 8,375,331 | 24 | 20 | 25 | 0.0% |
| Q4 2022 | 72 | $245.0M | 6,144,168 | 15 | 24 | 17 | 0.0% |
| Q3 2022 | 78 | $288.6M | 5,370,934 | 13 | 20 | 25 | 25.7% |
| Q2 2022 | 77 | $249.8M | 5,223,177 | 10 | 16 | 32 | 16.9% |
| Q1 2022 | 85 | $312.6M | 7,954,843 | 10 | 24 | 32 | 0.0% |
| Q4 2021 | 85 | $327.7M | 8,135,716 | 12 | 19 | 26 | 0.0% |
| Q3 2021 | 76 | $265.6M | 6,557,501 | 12 | 18 | 24 | 0.1% |
| Q2 2021 | 72 | $253.3M | 6,251,277 | 13 | 17 | 29 | 0.1% |
| Q1 2021 | 60 | $205.7M | 5,077,466 | 10 | 19 | 20 | 0.2% |
| Q4 2020 | 60 | $181.5M | 4,489,399 | 11 | 14 | 19 | 0.0% |
| Q3 2020 | 48 | $186.8M | 4,620,193 | 8 | 17 | 14 | 0.0% |
| Q2 2020 | 43 | $186.6M | 4,625,389 | 10 | 14 | 14 | 0.0% |
| Q1 2020 | 46 | $151.3M | 3,882,360 | 13 | 14 | 12 | 0.0% |
| Q4 2019 | 40 | $110.6M | 2,736,707 | 6 | 17 | 6 | 0.0% |
| Q3 2019 | 33 | $106.0M | 2,620,975 | 8 | 15 | 7 | 0.0% |
| Q2 2019 | 29 | $90.4M | 2,236,612 | 4 | 14 | 6 | 0.0% |
| Q1 2019 | 31 | $104.4M | 2,587,964 | 5 | 14 | 7 | 0.0% |
| Q4 2018 | 28 | $96.9M | 2,413,773 | 1 | 0 | 1 | 0.0% |