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 | 4,359,346 | 112,122 | 0.03% | 0.02% | 1 | +1,112,925 | 34.28% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,721,954 | 95,728 | 0.53% | 0.24% | 2 | +1,075,433 | 40.64% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,920,541 | 75,116 | 0.02% | 0.01% | 3 | +1,071,102 | 57.91% | Q1 2026 | May 04, 2026 |
| Aspire Private Capital, LLC | History | Added to | 896,592 | 23,060 | 5.2% | 4.65% | 4 | +90,299 | 11.2% | Q1 2026 | Apr 22, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 759,071 | 19,523 | 5.77% | 5.66% | 5 | +33,483 | 4.61% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | New | 619,792 | 15,941 | 0.02% | — | 6 | +619,792 | New | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 519,004 | 13,348 | 4.61% | 4.17% | 7 | +75,675 | 17.07% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 468,814 | 12,058 | 0.09% | 0.08% | 8 | +101,260 | 27.55% | Q1 2026 | Apr 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 448,798 | 11,628 | 0.86% | 0.86% | 9 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 427,008 | 10,982 | 0.01% | 0.01% | 10 | +57,915 | 15.69% | Q1 2026 | May 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 382,677 | 9,842 | 3.71% | 2.92% | 11 | +84,129 | 28.18% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 698,507 | 4,632 | 0.21% | 0.07% | 12 | -95,214 | -12.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 178,608 | 4,593 | 0.15% | 0.07% | 13 | +31,836 | 21.69% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 160,594 | 4,130 | 0.0% | 0.0% | 14 | +20,499 | 14.63% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 146,260 | 3,761 | 0.26% | 0.19% | 15 | +51,955 | 55.09% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 140,080 | 3,602 | 0.01% | 0.01% | 16 | +42,005 | 42.83% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 133,883 | 3,443 | 0.02% | 0.02% | 17 | +32,743 | 32.37% | Q1 2026 | May 13, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 125,147 | 3,218 | 7.2% | 5.67% | 18 | +27,324 | 27.93% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 121,367 | 3,121 | 0.05% | 0.04% | 19 | +44,328 | 57.54% | Q1 2026 | May 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 103,473 | 2,661 | 4.79% | 3.56% | 20 | +31,827 | 44.42% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 100,370 | 2,581 | 0.06% | 0.05% | 21 | +27,098 | 36.98% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 94,680 | 2,435 | 0.04% | 0.01% | 22 | +72,372 | 324.42% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 92,538 | 2,380 | 0.6% | 0.43% | 23 | +28,141 | 43.7% | Q1 2026 | Apr 17, 2026 |
| Balboa Wealth Partners | History | Added to | 90,388 | 2,324 | 0.39% | 0.31% | 24 | +18,294 | 25.38% | Q1 2026 | Apr 16, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 84,750 | 2,179 | 1.33% | 1.16% | 25 | +13,731 | 19.33% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 58,963 | 1,516 | 0.01% | 0.01% | 26 | -46,606 | -44.15% | Q1 2026 | May 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 58,441 | 1,503 | 0.41% | 0.38% | 27 | +7,626 | 15.01% | Q1 2026 | May 05, 2026 |
| Argent Trust Co | History | Reduced | 53,184 | 1,367 | 0.05% | 0.05% | 28 | -665 | -1.23% | Q1 2026 | May 13, 2026 |
| True Vision MN LLC | History | Added to | 45,419 | 1,168 | 0.6% | 0.47% | 29 | +9,813 | 27.56% | Q1 2026 | Apr 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 39,070 | 1,004 | 0.35% | 0.39% | 30 | -2,137 | -5.19% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 34,718 | 892 | 0.03% | 0.03% | 31 | +5,746 | 19.83% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | New | 31,990 | 817 | 0.23% | — | 32 | +31,990 | New | Q1 2026 | May 01, 2026 |
| Global Financial Private Client, LLC | History | Added to | 29,315 | 753 | 0.25% | 0.2% | 33 | +7,562 | 34.76% | Q1 2026 | Apr 20, 2026 |
| Balefire, LLC | History | Reduced | 25,159 | 647 | 0.12% | 0.13% | 34 | -48 | -0.19% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 23,832 | 612 | 0.01% | 0.01% | 35 | +8,366 | 54.09% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 21,315 | 548 | 0.03% | 0.03% | 36 | +2,290 | 12.04% | Q1 2026 | Apr 13, 2026 |
| WealthPoint Financial, LLC | History | No change | 21,049 | 545 | 0.47% | 0.47% | 37 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,223 | 494 | 0.0% | 0.0% | 38 | +1,710 | 9.76% | Q1 2026 | Apr 30, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 19,053 | 490 | 0.12% | 0.05% | 39 | +10,445 | 121.34% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,344 | 446 | 0.01% | 0.0% | 40 | +4,294 | 32.9% | Q1 2026 | Apr 28, 2026 |
| FSA Advisors, Inc. | History | Added to | 16,956 | 436 | 0.29% | 0.27% | 41 | +1,688 | 11.06% | Q1 2026 | May 06, 2026 |
| Kelly Financial Services LLC | History | Added to | 16,571 | 426 | 0.1% | 0.09% | 42 | +2,698 | 19.45% | Q1 2026 | Apr 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 16,180 | 416 | 0.05% | 0.06% | 43 | -3,741 | -18.78% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 15,647 | 402 | 0.13% | 0.1% | 44 | +5,044 | 47.57% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 15,026 | 386 | 0.0% | 0.01% | 45 | -1,384 | -8.43% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Partners, LLC | History | New | 14,891 | 382 | 0.34% | — | 46 | +14,891 | New | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,647 | 351 | 0.0% | 0.0% | 47 | -3,606 | -20.9% | Q1 2026 | Apr 24, 2026 |
| October Effect Ltd | History | Added to | 12,805 | 329 | 0.38% | 0.23% | 48 | +4,819 | 60.34% | Q1 2026 | Apr 21, 2026 |
| Capital Asset Advisory Services LLC | History | New | 12,031 | 311 | 0.01% | — | 50 | +12,031 | New | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Reduced | 12,102 | 311 | 0.0% | 0.0% | 49 | -2,937 | -19.53% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 11,257 | 289 | 0.08% | 0.08% | 51 | +627 | 5.9% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | No change | 10,883 | 279 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,778 | 277 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 9,272 | 238 | 0.1% | 0.09% | 54 | +1,319 | 16.58% | Q1 2026 | May 15, 2026 |
| FWG Investments, LLC. | History | Added to | 8,813 | 226 | 0.14% | 0.14% | 55 | +248 | 2.9% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | Added to | 8,655 | 222 | 0.05% | 0.04% | 56 | +2,331 | 36.86% | Q1 2026 | May 13, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 8,383 | 215 | 0.04% | 0.04% | 57 | -687 | -7.57% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 8,342 | 214 | 0.0% | — | 58 | +8,342 | New | Q1 2026 | May 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 5,427 | 139 | 0.05% | 0.02% | 59 | +2,989 | 122.6% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,657 | 94 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 2,920 | 75 | 0.02% | — | 61 | +2,920 | New | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | New | 2,485 | 63 | 0.0% | — | 62 | +2,485 | New | Q1 2026 | May 19, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 2,323 | 59 | 0.04% | 0.01% | 63 | +124 | 5.64% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,935 | 49 | 0.0% | 0.0% | 64 | +1,192 | 160.43% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,853 | 47 | 0.0% | 0.0% | 65 | +463 | 33.31% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | New | 1,590 | 40 | 0.0% | — | 66 | +1,590 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,283 | 32 | 0.0% | 0.0% | 67 | -17 | -1.31% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,141 | 29 | 0.0% | 0.0% | 68 | -7,309 | -86.5% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 581 | 15 | 0.01% | 0.0% | 70 | +365 | 168.98% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | No change | 615 | 15 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 367 | 9 | 0.01% | — | 71 | +367 | New | Q1 2026 | Apr 21, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 309 | 7 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 162 | 4 | 0.0% | — | 75 | +162 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 162 | 4 | 0.0% | 0.0% | 73 | -1 | -0.61% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 142 | 4 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 50 | 1 | 0.0% | — | 80 | +50 | New | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 72 | 1 | 0.0% | 0.0% | 77 | -13 | -15.29% | Q1 2026 | Apr 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| REAP Financial Group, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | No change | 76 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,165 | -100.0% | Q1 2026 | May 15, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -14,062 | -100.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1 | 0 | — | 0.0% | — | -6,326 | -99.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,386 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,329 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -3,101 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Key Capital Management, INC | History | Added to | 12 | 0 | — | — | — | +11 | 1100.0% | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |