SSGA Active Trust - ALLW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 1,265,400 | 34,785 | 1.04% | 1.59% | 1 | -45,100 | -3.44% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,235,973 | 33,976 | 0.2% | 0.15% | 2 | +379,251 | 44.27% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 601,967 | 16,548 | 0.0% | 0.0% | 3 | +226,277 | 60.23% | Q4 2025 | Feb 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 570,311 | 15,677 | 6.85% | 6.59% | 4 | +31,988 | 5.94% | Q4 2025 | Jan 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 288,858 | 8,602 | 1.96% | 1.77% | 5 | +51,225 | 21.56% | Q4 2025 | Feb 24, 2026 |
| Family Manage LLC | History | Added to | 301,092 | 8,277 | 1.05% | 0.43% | 6 | +188,576 | 167.6% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 264,330 | 7,266 | 0.09% | 0.06% | 7 | +102,580 | 63.42% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 250,000 | 6,872 | 0.0% | 0.0% | 8 | +87,364 | 53.72% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 246,571 | 6,778 | 0.01% | 0.01% | 9 | +51,295 | 26.27% | Q4 2025 | Feb 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | New | 239,835 | 6,593 | 0.12% | — | 10 | +239,835 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 217,583 | 5,981 | 0.03% | — | 11 | +217,583 | New | Q4 2025 | Feb 12, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 216,484 | 5,951 | 1.8% | 0.57% | 12 | +150,466 | 227.92% | Q4 2025 | Jan 28, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 186,408 | 5,124 | 3.13% | 0.25% | 13 | +172,368 | 1227.69% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 175,345 | 4,820 | 0.01% | 0.0% | 14 | +173,320 | 8559.01% | Q4 2025 | Mar 16, 2026 |
| Atria Investments, Inc | History | Added to | 163,494 | 4,494 | 0.05% | 0.05% | 15 | +2,146 | 1.33% | Q4 2025 | Feb 05, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 117,405 | 3,227 | 1.62% | 1.65% | 16 | +7,050 | 6.39% | Q4 2025 | Feb 10, 2026 |
| Virtu Financial LLC | History | New | 114,489 | 3,147 | 0.12% | — | 17 | +114,489 | New | Q4 2025 | Feb 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 107,499 | 2,955 | 0.0% | — | 18 | +107,499 | New | Q4 2025 | Feb 10, 2026 |
| GenTrust, LLC | History | Added to | 105,734 | 2,906 | 0.13% | 0.1% | 19 | +27,428 | 35.03% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 102,892 | 2,828 | 0.01% | 0.01% | 20 | +48,140 | 87.92% | Q4 2025 | Feb 17, 2026 |
| SMART Wealth LLC | History | Added to | 96,858 | 2,662 | 0.81% | 0.82% | 21 | +18,455 | 23.54% | Q4 2025 | Jan 26, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 87,684 | 2,410 | 2.12% | — | 22 | +87,684 | New | Q4 2025 | Feb 11, 2026 |
| Arrowroot Family Office, LLC | History | New | 75,056 | 2,063 | 0.75% | — | 23 | +75,056 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 73,843 | 2,029 | 0.01% | 0.01% | 24 | -8,096 | -9.88% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 68,142 | 1,914 | 0.0% | — | 25 | +68,142 | New | Q4 2025 | Jan 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 69,077 | 1,898 | 0.04% | 0.04% | 26 | +1,115 | 1.64% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 68,077 | 1,871 | 0.03% | 0.01% | 27 | +46,848 | 220.68% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | Added to | 67,291 | 1,849 | 0.0% | 0.0% | 28 | +11,757 | 21.17% | Q4 2025 | Feb 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 66,164 | 1,818 | 0.71% | 0.38% | 29 | +33,857 | 104.8% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,916 | 1,757 | 0.0% | 0.0% | 30 | +32,164 | 101.3% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | New | 63,489 | 1,745 | 0.05% | — | 31 | +63,489 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 52,329 | 1,438 | 0.0% | 0.0% | 32 | +9,188 | 21.3% | Q4 2025 | Feb 13, 2026 |
| Reflection Asset Management | History | New | 50,939 | 1,418 | 1.01% | — | 33 | +50,939 | New | Q4 2025 | Mar 02, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 51,305 | 1,410 | 0.15% | 0.14% | 34 | +6,190 | 13.72% | Q4 2025 | Jan 20, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 49,233 | 1,353 | 1.4% | — | 35 | +49,233 | New | Q4 2025 | Jan 16, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 45,945 | 1,263 | 0.6% | 0.27% | 36 | +25,908 | 129.3% | Q4 2025 | Feb 06, 2026 |
| Fermata Advisors, LLC | History | New | 43,682 | 1,200 | 0.29% | — | 37 | +43,682 | New | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,289 | 1,134 | 0.0% | 0.0% | 38 | +40,539 | 5405.2% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 40,748 | 1,120 | 0.0% | 0.0% | 39 | +19,320 | 90.16% | Q4 2025 | Feb 11, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 40,100 | 1,107 | 1.43% | 1.4% | 40 | +7,126 | 21.61% | Q4 2025 | Jan 07, 2026 |
| Weaver Consulting Group | History | Added to | 29,700 | 816 | 0.2% | 0.14% | 41 | +9,425 | 46.49% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,506 | 811 | 0.0% | 0.0% | 42 | +8,894 | 43.15% | Q4 2025 | Feb 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 28,664 | 787 | 0.04% | 0.01% | 43 | +24,092 | 526.95% | Q4 2025 | Jan 14, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 28,353 | 779 | 0.49% | 0.52% | 44 | -1,465 | -4.91% | Q4 2025 | Jan 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 27,208 | 747 | 0.09% | 0.48% | 45 | -106,675 | -79.68% | Q4 2025 | Jan 22, 2026 |
| Western Wealth Management, LLC | History | New | 26,802 | 736 | 0.03% | — | 47 | +26,802 | New | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,792 | 736 | 0.01% | 0.01% | 46 | +1,592 | 6.32% | Q4 2025 | Feb 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 25,377 | 697 | 0.16% | 0.1% | 48 | +11,223 | 79.29% | Q4 2025 | Jan 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 23,001 | 632 | 0.01% | 0.01% | 49 | +5,103 | 28.51% | Q4 2025 | Feb 02, 2026 |
| Fiduciary Alliance LLC | History | New | 22,249 | 611 | 0.04% | — | 50 | +22,249 | New | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 20,100 | 552 | 0.01% | — | 51 | +20,100 | New | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | New | 18,461 | 507 | 0.02% | — | 52 | +18,461 | New | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,356 | 477 | 0.0% | — | 53 | +17,356 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,758 | 460 | 0.0% | 0.01% | 54 | +2,288 | 15.81% | Q4 2025 | Jan 23, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 16,694 | 458 | 0.42% | — | 55 | +16,694 | New | Q4 2025 | Feb 27, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 15,923 | 437 | 0.01% | — | 56 | +15,923 | New | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 13,964 | 383 | 0.02% | — | 57 | +13,964 | New | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | New | 13,329 | 366 | 0.0% | — | 58 | +13,329 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | New | 12,782 | 351 | 0.01% | — | 59 | +12,782 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 11,078 | 304 | 0.0% | — | 60 | +11,078 | New | Q4 2025 | Mar 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,884 | 299 | 0.01% | 0.0% | 61 | +3,283 | 43.19% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | New | 10,862 | 298 | 0.03% | — | 62 | +10,862 | New | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 10,812 | 297 | 0.02% | 0.02% | 63 | +1,751 | 19.32% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,255 | 281 | 0.0% | 0.0% | 64 | +1,005 | 10.86% | Q4 2025 | Feb 02, 2026 |
| Lunt Capital Management, Inc. | History | New | 10,206 | 280 | 0.1% | — | 65 | +10,206 | New | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 9,776 | 268 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 9,142 | 251 | 0.07% | — | 67 | +9,142 | New | Q4 2025 | Jan 14, 2026 |
| Paragon Private Wealth Management, LLC | History | New | 7,931 | 218 | 0.07% | — | 68 | +7,931 | New | Q4 2025 | Feb 11, 2026 |
| Latitude Advisors, LLC | History | Reduced | 7,671 | 210 | 0.09% | 0.1% | 69 | -424 | -5.24% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | New | 7,165 | 196 | 0.0% | — | 70 | +7,165 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 6,956 | 191 | 0.0% | 0.0% | 71 | +264 | 3.95% | Q4 2025 | Feb 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,915 | 190 | 0.01% | 0.01% | 72 | +2,740 | 65.63% | Q4 2025 | Jan 07, 2026 |
| J.Safra Asset Management Corp | History | Added to | 6,552 | 180 | 0.01% | 0.01% | 73 | +597 | 10.03% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 5,651 | 155 | 0.04% | — | 74 | +5,651 | New | Q4 2025 | Feb 05, 2026 |
| Aspect Partners, LLC | History | No change | 5,115 | 140 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tradewinds Capital Management, LLC | History | New | 4,400 | 120 | 0.03% | — | 76 | +4,400 | New | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 3,515 | 96 | 0.0% | 0.0% | 77 | +155 | 4.61% | Q4 2025 | Jan 29, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 3,073 | 84 | 0.04% | 0.05% | 78 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 2,100 | 57 | 0.0% | — | 79 | +2,100 | New | Q4 2025 | Feb 17, 2026 |
| Hara Capital LLC | History | No change | 1,500 | 41 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sound Income Strategies, LLC | History | New | 1,396 | 39 | 0.0% | — | 81 | +1,396 | New | Q4 2025 | Jan 21, 2026 |
| Breakwater Investment Management | History | New | 1,290 | 35 | 0.01% | — | 82 | +1,290 | New | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 1,142 | 31 | 0.0% | — | 83 | +1,142 | New | Q4 2025 | Feb 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 750 | 20 | 0.0% | — | 84 | +750 | New | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | Added to | 555 | 15 | 0.01% | 0.01% | 85 | +40 | 7.77% | Q4 2025 | Feb 17, 2026 |
| NVWM, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Triumph Capital Management | History | New | 122 | 3 | 0.0% | — | 87 | +122 | New | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 110 | 3 | 0.0% | — | 88 | +110 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | New | 100 | 2 | 0.0% | — | 89 | +100 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 84 | 2 | 0.0% | — | 90 | +84 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 26, 2025 |