SSGA Active Trust - EMTL
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | History | Added to | 314,952 | 13,404 | 0.0% | 0.0% | 1 | +57,393 | 22.28% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 284,896 | 12,125 | 0.15% | 0.12% | 2 | +79,310 | 38.58% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 220,253 | 9,374 | 0.97% | 0.97% | 3 | +6,441 | 3.01% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 143,779 | 6,119 | 0.0% | 0.0% | 4 | +1,065 | 0.75% | Q1 2026 | May 15, 2026 |
| Treasure Coast Financial Planning | History | Added to | 143,405 | 6,105 | 3.14% | 3.1% | 5 | +8,776 | 6.52% | Q1 2026 | May 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 101,598 | 4,400 | 0.33% | 0.33% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 93,572 | 3,982 | 0.02% | — | 7 | +93,572 | New | Q1 2026 | May 14, 2026 |
| LongView Asset Management LLC | History | No change | 84,067 | 3,641 | 2.54% | 2.54% | 8 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Watchman Group, Inc. | History | Added to | 66,523 | 2,831 | 0.69% | 0.65% | 9 | +3,700 | 5.89% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 59,406 | 2,528 | 0.0% | 0.0% | 10 | +5,429 | 10.06% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 33,163 | 1,411 | 0.04% | 0.22% | 11 | -163,170 | -83.11% | Q1 2026 | Apr 15, 2026 |
| Note Advisors, LLC | History | Added to | 32,872 | 1,399 | 0.7% | 0.68% | 12 | +2,223 | 7.25% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 32,723 | 1,392 | 0.0% | — | 13 | +32,723 | New | Q1 2026 | May 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 29,343 | 1,248 | 0.84% | 0.82% | 14 | +773 | 2.71% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 26,612 | 1,132 | 0.01% | 0.01% | 15 | +1,467 | 5.83% | Q1 2026 | May 05, 2026 |
| Shum Financial Group, Inc. | History | Added to | 24,773 | 1,054 | 0.75% | 0.73% | 16 | +1,341 | 5.72% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 22,238 | 946 | 0.0% | 0.0% | 17 | -74 | -0.33% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,156 | 942 | 0.0% | 0.0% | 18 | +4,130 | 22.91% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,680 | 624 | 0.0% | 0.0% | 19 | +383 | 2.68% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,376 | 569 | 0.0% | 0.0% | 20 | -6,184 | -31.62% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,543 | 533 | 0.0% | 0.0% | 21 | +5,501 | 78.12% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 11,871 | 505 | 0.0% | 0.0% | 22 | -814 | -6.42% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 10,480 | 446 | 0.01% | 0.01% | 23 | -126 | -1.19% | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 7,965 | 338 | 0.03% | 0.05% | 24 | -1,195 | -13.05% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,202 | 306 | 0.0% | 0.0% | 25 | +745 | 11.54% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,897 | 293 | 0.0% | 0.0% | 26 | +627 | 10.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,947 | 167 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Added to | 2,376 | 101 | 0.0% | 0.0% | 28 | +21 | 0.89% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,100 | 46 | 0.0% | — | 29 | +1,100 | New | Q1 2026 | May 14, 2026 |
| Collier Financial | History | Added to | 910 | 38 | 0.03% | 0.03% | 30 | +1 | 0.11% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 813 | 34 | 0.0% | — | 31 | +813 | New | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 750 | 31 | 0.0% | 0.0% | 33 | +269 | 55.93% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 750 | 31 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | No change | 672 | 28 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 424 | 18 | 0.0% | 0.0% | 35 | +101 | 31.27% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 401 | 17 | 0.0% | 0.0% | 36 | +159 | 65.7% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 343 | 14 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 144 | 6 | 0.0% | 0.0% | 38 | -209 | -59.21% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 145 | 6 | 0.0% | 0.0% | 39 | +1 | 0.69% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 126 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | No change | 101 | 4 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 71 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 56 | 2 | 0.0% | — | 45 | +56 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 62 | 2 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 34 | 1 | 0.0% | — | 47 | +34 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FAGAN ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 1.59% | — | -276,023 | -100.0% | Q1 2026 | May 04, 2026 |
| ARVEST INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.34% | — | -56,055 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,069 | -100.0% | Q1 2026 | May 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,402 | -100.0% | Q1 2026 | Apr 16, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,490 | -100.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,161 | -100.0% | Q1 2026 | May 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,869 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -853 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Graney & King, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |