SSGA Active Trust - FISR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 3,544,540 | 90,917 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,494,333 | 89,629 | 0.43% | 0.43% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,608,300 | 66,902 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Aspire Private Capital, LLC | History | No change | 851,703 | 21,846 | 4.52% | 4.52% | 4 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 848,331 | 21,759 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 525,658 | 13,483 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | No change | 490,557 | 12,582 | 4.02% | 4.02% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 413,378 | 10,603 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 409,212 | 10,496 | 5.68% | 5.68% | 9 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 404,902 | 10,386 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 288,333 | 7,395 | 2.45% | 2.45% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 187,354 | 4,805 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 143,413 | 3,678 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 139,779 | 3,585 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 116,908 | 2,998 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 114,438 | 2,935 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 113,529 | 2,912 | 4.45% | 4.45% | 17 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 106,457 | 2,730 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 90,314 | 2,316 | 4.83% | 4.83% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 76,542 | 1,963 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 76,205 | 1,954 | 0.44% | 0.44% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| International Private Wealth Advisors LLC | History | No change | 71,825 | 1,842 | 0.95% | 0.95% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 69,169 | 1,774 | 0.24% | 0.24% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 67,380 | 1,728 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 66,154 | 1,696 | 0.42% | 0.42% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Argent Trust Co | History | No change | 50,125 | 1,285 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 44,545 | 1,142 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 36,169 | 928 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balboa Wealth Partners | History | No change | 29,621 | 759 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 29,470 | 755 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 28,177 | 722 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 26,028 | 667 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthPoint Financial, LLC | History | No change | 23,259 | 596 | 0.43% | 0.43% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 21,332 | 547 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Financial Private Client, LLC | History | No change | 19,205 | 492 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,425 | 472 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balefire, LLC | History | Reduced | 18,093 | 441 | 0.07% | 0.1% | 37 | -4,683 | -20.56% | Q3 2026 | Oct 09, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 15,619 | 400 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWAM LLC | History | No change | 15,560 | 399 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FSA Advisors, Inc. | History | No change | 14,443 | 370 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| October Effect Ltd | History | No change | 13,165 | 337 | 0.32% | 0.32% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 12,770 | 327 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kelly Financial Services LLC | History | No change | 12,737 | 326 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 12,253 | 314 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,778 | 276 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, LLC | History | No change | 10,723 | 275 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 10,040 | 257 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 9,727 | 249 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,682 | 248 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Thompson David Blair | History | No change | 9,409 | 241 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 8,727 | 223 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 8,197 | 210 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,349 | 188 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 6,591 | 169 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,075 | 75 | 0.0% | 0.0% | 55 | +1,816 | 144.24% | Q3 2026 | Oct 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 2,170 | 55 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,935 | 49 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,878 | 48 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 477 | 12 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 372 | 10 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 219 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 173 | 4 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 164 | 4 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 137 | 3 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 72 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 59 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REAP Financial Group, LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | No change | 76 | 1 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |