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 | Added to | 3,246,421 | 84,114 | 0.02% | 0.02% | 1 | +1,267,951 | 64.09% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,646,521 | 68,571 | 0.24% | 0.17% | 2 | +869,191 | 48.9% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,849,439 | 47,918 | 0.01% | 0.01% | 3 | +520,640 | 39.18% | Q4 2025 | Feb 10, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 806,293 | 20,891 | 4.65% | 4.84% | 4 | -46,091 | -5.41% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 793,721 | 20,565 | 0.07% | 0.08% | 5 | +76,636 | 10.69% | Q4 2025 | Feb 18, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 725,588 | 18,800 | 5.66% | 5.86% | 6 | +374,295 | 106.55% | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | Added to | 448,798 | 11,628 | 0.86% | 0.47% | 7 | +211,101 | 88.81% | Q4 2025 | Jan 20, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 443,329 | 11,486 | 4.17% | 3.44% | 8 | +96,022 | 27.65% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 369,093 | 9,563 | 0.01% | 0.01% | 9 | +97,349 | 35.82% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 367,554 | 9,523 | 0.08% | 0.05% | 10 | +128,771 | 53.93% | Q4 2025 | Jan 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 298,548 | 7,735 | 2.92% | 1.34% | 11 | +166,990 | 126.93% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 146,772 | 3,802 | 0.07% | 0.06% | 12 | +31,066 | 26.85% | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 140,095 | 3,629 | 0.0% | 0.0% | 13 | +84,562 | 152.27% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 105,569 | 2,735 | 0.01% | 0.01% | 14 | +33,606 | 46.7% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 101,140 | 2,620 | 0.02% | 0.01% | 15 | +31,986 | 46.25% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 98,075 | 2,541 | 0.01% | 0.0% | 16 | +81,308 | 484.93% | Q4 2025 | Feb 13, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 97,823 | 2,534 | 5.67% | 3.62% | 17 | +37,300 | 61.63% | Q4 2025 | Feb 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 94,305 | 2,443 | 0.19% | 0.11% | 18 | +48,107 | 104.13% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 77,039 | 1,996 | 0.04% | 0.03% | 19 | +28,879 | 59.96% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 73,272 | 1,898 | 0.05% | 0.03% | 20 | +31,420 | 75.07% | Q4 2025 | Feb 13, 2026 |
| Balboa Wealth Partners | History | Added to | 72,094 | 1,867 | 0.31% | 0.22% | 21 | +23,499 | 48.36% | Q4 2025 | Jan 16, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 71,646 | 1,856 | 3.56% | 1.54% | 22 | +24,745 | 52.76% | Q4 2025 | Jan 21, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 71,019 | 1,840 | 1.16% | 0.85% | 23 | +18,929 | 36.34% | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Partners, LLC | History | New | 64,397 | 1,668 | 0.43% | — | 24 | +64,397 | New | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Reduced | 53,849 | 1,395 | 0.05% | 0.06% | 25 | -5,968 | -9.98% | Q4 2025 | Feb 10, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 50,815 | 1,316 | 0.38% | 0.15% | 26 | +31,680 | 165.56% | Q4 2025 | Feb 09, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 41,207 | 1,067 | 0.39% | 0.31% | 27 | +11,659 | 39.46% | Q4 2025 | Jan 26, 2026 |
| True Vision MN LLC | History | Added to | 35,606 | 922 | 0.47% | 0.36% | 28 | +9,152 | 34.6% | Q4 2025 | Jan 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 28,972 | 750 | 0.03% | 0.02% | 29 | +8,986 | 44.96% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Added to | 25,207 | 653 | 0.13% | 0.12% | 30 | +1,388 | 5.83% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,165 | 600 | 0.0% | 0.0% | 31 | -51,141 | -68.82% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,308 | 578 | 0.01% | 0.0% | 32 | +21,064 | 1693.25% | Q4 2025 | Feb 12, 2026 |
| Global Financial Private Client, LLC | History | Added to | 21,753 | 563 | 0.2% | 0.12% | 33 | +8,681 | 66.41% | Q4 2025 | Jan 27, 2026 |
| WealthPoint Financial, LLC | History | New | 21,049 | 545 | 0.47% | — | 34 | +21,049 | New | Q4 2025 | Feb 19, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 19,921 | 516 | 0.06% | 0.06% | 35 | -1,083 | -5.16% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 19,025 | 492 | 0.03% | 0.03% | 36 | +796 | 4.37% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,513 | 454 | 0.0% | 0.0% | 37 | -703 | -3.86% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,253 | 447 | 0.0% | 0.0% | 38 | +5,478 | 46.52% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | New | 16,410 | 425 | 0.01% | — | 39 | +16,410 | New | Q4 2025 | Feb 04, 2026 |
| World Investment Advisors | History | New | 15,466 | 400 | 0.01% | — | 40 | +15,466 | New | Q4 2025 | Mar 12, 2026 |
| FSA Advisors, Inc. | History | New | 15,268 | 395 | 0.27% | — | 41 | +15,268 | New | Q4 2025 | Feb 02, 2026 |
| MORGAN STANLEY | History | Added to | 15,039 | 389 | 0.0% | 0.0% | 42 | +2,317 | 18.21% | Q4 2025 | Feb 13, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 14,062 | 364 | 0.18% | — | 43 | +14,062 | New | Q4 2025 | Jan 16, 2026 |
| Kelly Financial Services LLC | History | Reduced | 13,873 | 359 | 0.09% | 0.1% | 44 | -1,026 | -6.89% | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,050 | 338 | 0.0% | 0.0% | 45 | +340 | 2.68% | Q4 2025 | Jan 20, 2026 |
| NWAM LLC | History | No change | 10,883 | 283 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,778 | 279 | 0.06% | 0.08% | 47 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 10,630 | 275 | 0.08% | 0.09% | 48 | -2,495 | -19.01% | Q4 2025 | Feb 06, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 10,603 | 274 | 0.1% | — | 49 | +10,603 | New | Q4 2025 | Feb 12, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 9,070 | 235 | 0.04% | 0.04% | 50 | +971 | 11.99% | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 8,608 | 223 | 0.05% | — | 51 | +8,608 | New | Q4 2025 | Feb 11, 2026 |
| FWG Investments, LLC. | History | New | 8,565 | 221 | 0.14% | — | 52 | +8,565 | New | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,450 | 218 | 0.0% | 0.0% | 53 | +153 | 1.84% | Q4 2025 | Feb 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 7,953 | 206 | 0.09% | — | 54 | +7,953 | New | Q4 2025 | Feb 17, 2026 |
| October Effect Ltd | History | Added to | 7,986 | 206 | 0.23% | 0.22% | 55 | +259 | 3.35% | Q4 2025 | Jan 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,327 | 164 | 0.0% | — | 56 | +6,327 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Reduced | 6,324 | 163 | 0.04% | 0.05% | 57 | -1,404 | -18.17% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,386 | 139 | 0.0% | — | 58 | +5,386 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,657 | 94 | 0.0% | 0.0% | 59 | +1,233 | 50.87% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 3,329 | 86 | 0.0% | — | 60 | +3,329 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,101 | 80 | 0.0% | 0.0% | 61 | -423 | -12.0% | Q4 2025 | Feb 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 2,438 | 63 | 0.02% | 0.0% | 62 | +2,101 | 623.44% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,390 | 36 | 0.0% | 0.0% | 63 | +856 | 160.3% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,300 | 33 | 0.0% | 0.0% | 64 | +673 | 107.34% | Q4 2025 | Jan 26, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 2,199 | 29 | 0.01% | 0.17% | 65 | -2,426 | -52.45% | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | New | 743 | 19 | 0.0% | — | 66 | +743 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 615 | 15 | 0.0% | — | 67 | +615 | New | Q4 2025 | Feb 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 309 | 8 | 0.01% | 0.01% | 68 | +73 | 30.93% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 216 | 6 | 0.0% | 0.0% | 69 | +170 | 369.57% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 170 | 4 | 0.0% | — | 70 | +170 | New | Q4 2025 | Jan 21, 2026 |
| Kingdom Financial Group LLC. | History | New | 163 | 4 | 0.0% | — | 71 | +163 | New | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | New | 142 | 4 | 0.0% | — | 72 | +142 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 85 | 2 | 0.0% | — | 73 | +61 | 254.17% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | New | 76 | 1 | 0.0% | — | 76 | +76 | New | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 62 | 1 | 0.0% | 0.0% | 74 | +1 | 1.64% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,785 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,206 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,302 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,706 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Caitlin John, LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q4 2025 | Feb 18, 2026 |
| Key Capital Management, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |