SSGA ACTIVE TR (XLSR)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
136
Reporting holders
$943.7M
Reported value
0.0%
Held as options
+8
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 | $289.9M | 4,470,235 | 0.07% | 27q | +2.6%+$7.3M |
| ENVESTNET ASSET MANAGEMENT INC | $159.6M | 2,461,391 | 0.04% | 29q | +9.8%+$14.3M |
| Envestnet Portfolio Solutions, Inc. | $158.0M | 2,435,953 | 0.76% | 12q | +8.5%+$12.4M |
| Cerity Partners LLC | $27.5M | 424,675 | 0.03% | 2q | +9.0%+$2.3M |
| Private Advisor Group, LLC | $20.0M | 307,758 | 0.09% | 25q | +243.1%+$14.1M |
| NewEdge Advisors, LLC | $19.9M | 307,442 | 0.06% | 21q | +257.9%+$14.4M |
| LANDMARK WEALTH MANAGEMENT, INC. | $19.6M | 301,775 | 6.48% | 9q | +3.9%+$743.5K |
| Signal Advisors Wealth, LLC | $16.6M | 255,949 | 0.84% | 8q | +14.1%+$2.1M |
| Hibernia Wealth Partners, LLC | $14.3M | 220,453 | 7.74% | 11q | -46.8%-$12.6M |
| Aspire Private Capital, LLC | $13.4M | 206,850 | 2.77% | 22q | -5.1%-$724.9K |
| HARBOUR INVESTMENTS, INC. | $13.3M | 205,136 | 0.18% | 21q | +13.8%+$1.6M |
| Cetera Investment Advisers | $12.2M | 188,498 | 0.01% | 15q | +4.1%+$485.3K |
| AE Wealth Management LLC | $11.4M | 175,384 | 0.05% | 27q | +11.4%+$1.2M |
| PRINCIPAL SECURITIES, INC. | $10.6M | 163,583 | 0.13% | 9q | +121.0%+$5.8M |
| HighTower Advisors, LLC | $10.0M | 153,981 | 0.01% | 19q | +6.4%+$600.9K |
| Raleigh Capital Management Inc. | $9.7M | 149,438 | 3.09% | 19q | -0.5%-$50.3K |
| MML INVESTORS SERVICES, LLC | $9.5M | 147,226 | 0.02% | 5q | +51.5%+$3.2M |
| Summit Financial, LLC | $7.2M | 110,956 | 0.08% | 4q | +8.6%+$567.3K |
| SMART Wealth LLC | $7.1M | 109,367 | 1.53% | new | NEW |
| Sanctuary Advisors, LLC | $5.4M | 82,556 | 0.02% | 9q | -12.5%-$763.3K |
| CreativeOne Wealth, LLC | $5.2M | 79,868 | 0.11% | 28q | -45.6%-$4.3M |
| Legacy Wealth Partners, LLC | $5.1M | 79,150 | 1.15% | 3q | +7.3%+$350.0K |
| Midwest Financial Network, LLC | $4.9M | 75,343 | 3.34% | new | FIRST |
| Global Financial Private Client, LLC | $4.7M | 72,815 | 1.28% | 18q | +9.4%+$407.3K |
| International Private Wealth Advisors LLC | $4.4M | 68,536 | 2.29% | 11q | -2.2%-$97.9K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 60,138 | 0.00% | 5q | +0.7%+$26.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.9M | 59,957 | 0.06% | 19q | -16.5%-$770.9K |
| NOVUS ADVISORS, LLC | $3.7M | 56,666 | 7.66% | 7q | -2.1%-$80.0K |
| GeoWealth Management, LLC | $3.5M | 54,395 | 0.11% | 26q | -2.3%-$82.0K |
| MORGAN STANLEY | $3.3M | 50,469 | 0.00% | 19q | -11.2%-$412.3K |
| GOLDMAN SACHS GROUP INC | $3.1M | 48,084 | 0.00% | 2q | +1240.5%+$2.9M |
| Founders Financial Alliance, LLC | $2.5M | 38,325 | 0.33% | new | NEW |
| Worth Financial Advisory Group, LLC | $2.3M | 36,048 | 0.97% | new | NEW |
| Outlook Wealth Advisors, LLC | $2.3M | 35,414 | 0.50% | 14q | -4.6%-$110.9K |
| Sharkey, Howes & Javer | $2.3M | 34,790 | 0.27% | 8q | -52.8%-$2.5M |
| WealthPoint Financial, LLC | $2.1M | 32,875 | 1.55% | 3q | +31.2%+$507.4K |
| October Effect Ltd | $2.0M | 30,976 | 1.89% | 5q | +17.0%+$292.5K |
| Aegis Wealth Management, Inc. | $1.8M | 27,414 | 1.15% | 3q | +58.5%+$656.1K |
| Apella Capital, LLC | $1.7M | 26,040 | 0.02% | 20q | -3.7%-$64.2K |
| OSAIC HOLDINGS, INC. | $1.5M | 23,574 | 0.00% | 26q | -12.0%-$207.9K |
| Kestra Advisory Services, LLC | $1.4M | 21,816 | 0.00% | 19q | -74.3%-$4.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 21,720 | 0.00% | 13q | -20.5%-$363.8K |
| FSA Advisors, Inc. | $1.4M | 21,222 | 0.32% | 3q | +151.5%+$829.1K |
| World Investment Advisors | $1.4M | 21,228 | 0.02% | 3q | -2.6%-$36.4K |
| Spectrum Planning & Advisory Services Inc. | $1.3M | 20,263 | 0.59% | 12q | +29.7%+$300.9K |
| Balboa Wealth Partners | $1.3M | 19,273 | 0.17% | 16q | -34.0%-$642.9K |
| Gladstone Institutional Advisory LLC | $1.2M | 18,957 | 0.04% | 12q | +0.5%+$6.3K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $1.2M | 18,002 | 0.29% | 16q | +1.2%+$13.6K |
| Kraft, Davis & Associates, LLC | $1.0M | 16,123 | 0.22% | 8q | +1.0%+$10.6K |
| Stratos Wealth Partners, LTD. | $1.0M | 15,642 | 0.01% | 5q | +5.3%+$50.7K |
| Nuveen, LLC | $978.5K | 15,087 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $960.0K | 14,801 | 0.01% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $931.5K | 14,361 | 0.02% | 3q | +155.7%+$567.2K |
| Mosley Wealth Management | $913.8K | 14,088 | 0.29% | 8q | -93.0%-$12.1M |
| Zullo Investment Group, Inc. | $895.5K | 13,806 | 0.31% | 2q | HELD |
| Spinnaker Investment Group, LLC | $886.1K | 13,661 | 0.14% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $790.4K | 12,186 | 0.05% | 13q | HELD |
| VestGen Advisors, LLC | $761.5K | 11,741 | 0.02% | 6q | -3.2%-$24.8K |
| Bison Wealth, LLC | $759.1K | 11,676 | 0.07% | 3q | HELD |
| STIFEL FINANCIAL CORP | $758.4K | 11,693 | 0.00% | 10q | +2.9%+$21.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $749.8K | 11,561 | 0.00% | 4q | +34.0%+$190.2K |
| Triumph Capital Management | $742.7K | 11,451 | 0.13% | 12q | -3.1%-$23.9K |
| Argent Trust Co | $739.7K | 11,405 | 0.02% | 13q | -3.4%-$26.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $722.3K | 11,137 | 0.03% | 6q | +9.9%+$65.2K |
| PKS Advisory Services, LLC | $709.8K | 10,944 | 0.11% | new | NEW |
| ROYAL BANK OF CANADA | $707.0K | 10,903 | 0.00% | 12q | HELD |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $660.7K | 10,186 | 0.19% | 3q | +49.0%+$217.2K |
| Richard W. Paul & Associates, LLC | $654.0K | 10,083 | 0.20% | 15q | -3.5%-$24.0K |
| Kelly Financial Services LLC | $636.1K | 9,807 | 0.14% | 21q | -3.1%-$20.4K |
| Independent Advisor Alliance | $627.2K | 9,670 | 0.01% | 3q | +3.6%+$21.7K |
| Capital Asset Advisory Services LLC | $622.5K | 9,598 | 0.02% | 27q | -8.7%-$59.4K |
| EVOLUTION WEALTH MANAGEMENT INC. | $619.0K | 9,544 | 0.36% | 5q | -5.7%-$37.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $554.5K | 8,549 | 0.00% | 23q | -2.6%-$14.6K |
| Equitable Holdings, Inc. | $540.6K | 8,334 | 0.00% | 2q | +97.3%+$266.5K |
| FWG Investments, LLC. | $523.8K | 8,076 | 0.28% | 11q | -9.0%-$51.8K |
| Atria Investments, Inc | $516.9K | 7,969 | 0.01% | 9q | -3.8%-$20.2K |
| Smartleaf Asset Management LLC | $514.1K | 8,026 | 0.02% | 11q | HELD |
| First Heartland Consultants, Inc. | $488.9K | 7,538 | 0.03% | 5q | -2.5%-$12.6K |
| Ethic Inc. | $486.4K | 7,500 | 0.01% | 2q | +41.9%+$143.7K |
| Merit Financial Group, LLC | $475.3K | 7,328 | 0.00% | 5q | +99.1%+$236.6K |
| Dakota Wealth Management | $473.8K | 7,305 | 0.01% | 3q | -48.3%-$442.5K |
| M1 Capital Management LLC | $469.0K | 7,231 | 0.17% | 7q | +18.9%+$74.5K |
| Creative Planning | $443.8K | 6,843 | 0.00% | 18q | HELD |
| Concurrent Investment Advisors, LLC | $440.4K | 6,790 | 0.00% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $427.8K | 6,596 | 0.08% | 19q | HELD |
| J2 Capital Management Inc | $425.0K | 6,552 | 0.29% | 7q | HELD |
| JANE STREET GROUP, LLC | $420.4K | 6,481 | 0.00% | new | NEW |
| GATEWAY INVESTMENT ADVISERS LLC | $405.4K | 6,250 | 0.00% | new | NEW |
| Compound Planning, Inc. | $394.6K | 6,084 | 0.01% | 14q | -7.8%-$33.5K |
| TRUIST FINANCIAL CORP | $375.4K | 5,788 | 0.00% | 14q | -35.7%-$208.1K |
| NWAM LLC | $356.9K | 5,503 | 0.02% | 8q | +1.8%+$6.2K |
| Castleview Partners, LLC | $342.5K | 5,280 | 0.15% | 20q | -2.9%-$10.2K |
| Maia Wealth LLC | $334.5K | 5,157 | 0.05% | 10q | +1.3%+$4.4K |
| IAMS WEALTH MANAGEMENT, LLC | $330.6K | 5,097 | 0.10% | 10q | -79.4%-$1.3M |
| Balefire, LLC | $305.4K | 4,708 | 0.05% | 13q | -9.5%-$32.2K |
| BANK OF AMERICA CORP /DE/ | $283.9K | 4,377 | 0.00% | 3q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $260.5K | 4,016 | 0.07% | 10q | HELD |
| Western Wealth Management, LLC | $259.5K | 4,001 | 0.01% | 2q | -39.8%-$171.6K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $250.6K | 3,864 | 0.05% | new | NEW |
| Pinnacle Family Advisors, LLC | $247.8K | 3,820 | 0.10% | 3q | +1.4%+$3.4K |
Showing the largest 100 of 141 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 | 136 | $943.7M | 14,549,935 | 20 | 53 | 43 | 0.0% |
| Q1 2026 | 128 | $807.3M | 13,848,394 | 15 | 62 | 25 | 0.0% |
| Q4 2025 | 126 | $845.4M | 13,576,494 | 15 | 42 | 47 | 0.0% |
| Q3 2025 | 109 | $773.8M | 13,031,529 | 13 | 38 | 38 | 0.0% |
| Q2 2025 | 105 | $689.9M | 12,561,123 | 8 | 42 | 24 | 0.0% |
| Q1 2025 | 102 | $580.7M | 11,438,795 | 11 | 51 | 25 | 0.0% |
| Q4 2024 | 99 | $618.2M | 11,555,768 | 7 | 31 | 39 | 0.0% |
| Q3 2024 | 85 | $568.2M | 10,954,280 | 8 | 42 | 22 | 0.0% |
| Q2 2024 | 83 | $488.7M | 9,639,697 | 8 | 35 | 31 | 0.0% |
| Q1 2024 | 78 | $425.2M | 8,530,226 | 9 | 31 | 23 | 0.0% |
| Q4 2023 | 74 | $370.5M | 8,085,999 | 5 | 28 | 22 | 0.0% |
| Q3 2023 | 62 | $249.0M | 6,031,870 | 7 | 25 | 16 | 0.0% |
| Q2 2023 | 59 | $229.9M | 5,302,390 | 11 | 29 | 12 | 0.0% |
| Q1 2023 | 51 | $175.5M | 4,370,330 | 10 | 21 | 9 | 0.0% |
| Q4 2022 | 49 | $174.0M | 4,505,243 | 9 | 24 | 9 | 0.0% |
| Q3 2022 | 60 | $171.6M | 4,768,893 | 12 | 19 | 20 | 0.0% |
| Q2 2022 | 53 | $167.3M | 4,386,136 | 9 | 24 | 12 | 0.0% |
| Q1 2022 | 47 | $163.4M | 3,602,479 | 10 | 17 | 16 | 0.0% |
| Q4 2021 | 47 | $138.4M | 3,138,136 | 10 | 15 | 10 | 0.0% |
| Q3 2021 | 33 | $120.1M | 2,712,374 | 3 | 13 | 11 | 0.0% |
| Q2 2021 | 37 | $128.9M | 2,943,403 | 7 | 17 | 9 | 0.0% |
| Q1 2021 | 30 | $88.0M | 2,143,667 | 6 | 16 | 4 | 0.0% |
| Q4 2020 | 26 | $114.6M | 2,838,581 | 5 | 12 | 7 | 0.0% |
| Q3 2020 | 23 | $60.1M | 1,646,580 | 4 | 11 | 2 | 0.0% |
| Q2 2020 | 18 | $46.0M | 1,393,956 | 5 | 9 | 3 | 0.0% |
| Q1 2020 | 17 | $32.3M | 1,152,687 | 5 | 8 | 3 | 0.0% |
| Q4 2019 | 16 | $27.8M | 812,773 | 8 | 6 | 1 | 0.0% |
| Q3 2019 | 10 | $16.3M | 504,965 | 8 | 2 | 0 | 0.0% |
| Q2 2019 | 2 | $8.2M | 265,883 | 2 | 0 | 0 | 0.0% |