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 | Reduced | 3,544,540 | 90,917 | 0.02% | 0.03% | 1 | -814,806 | -18.69% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,494,333 | 89,629 | 0.43% | 0.53% | 2 | -227,621 | -6.12% | Q2 2026 | Sep 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,608,300 | 66,902 | 0.02% | 0.02% | 3 | -312,241 | -10.69% | Q2 2026 | Sep 23, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 851,703 | 21,846 | 4.52% | 5.2% | 4 | -44,889 | -5.01% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 848,331 | 21,759 | 0.06% | 0.08% | 5 | -3,124 | -0.37% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 525,658 | 13,483 | 0.02% | 0.02% | 6 | -94,134 | -15.19% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 490,557 | 12,582 | 4.02% | 4.61% | 7 | -28,447 | -5.48% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 413,378 | 10,603 | 0.01% | 0.01% | 8 | -13,630 | -3.19% | Q2 2026 | Aug 05, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 409,212 | 10,496 | 5.68% | 5.77% | 9 | -349,859 | -46.09% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 404,902 | 10,386 | 0.06% | 0.09% | 10 | -63,912 | -13.63% | Q2 2026 | Jul 20, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 288,333 | 7,395 | 2.45% | 3.71% | 11 | -94,344 | -24.65% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 187,354 | 4,805 | 0.06% | 0.04% | 12 | +92,674 | 97.88% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 143,413 | 3,678 | 0.01% | 0.01% | 13 | +3,333 | 2.38% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 139,779 | 3,585 | 0.0% | 0.0% | 14 | -20,815 | -12.96% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 116,908 | 2,998 | 0.04% | 0.05% | 15 | -4,459 | -3.67% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 114,438 | 2,935 | 0.05% | 0.15% | 16 | -64,170 | -35.93% | Q2 2026 | Jul 28, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 113,529 | 2,912 | 4.45% | 4.79% | 17 | +10,056 | 9.72% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Reduced | 106,457 | 2,730 | 0.01% | 0.02% | 18 | -27,426 | -20.49% | Q2 2026 | Aug 03, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 90,314 | 2,316 | 4.83% | 7.2% | 19 | -34,833 | -27.83% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 76,542 | 1,963 | 0.1% | 0.26% | 20 | -69,718 | -47.67% | Q2 2026 | Aug 04, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 76,205 | 1,954 | 0.44% | 0.6% | 21 | -16,333 | -17.65% | Q2 2026 | Jul 22, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 71,825 | 1,842 | 0.95% | 1.33% | 22 | -12,925 | -15.25% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | New | 69,169 | 1,774 | 0.24% | — | 23 | +69,169 | New | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 67,380 | 1,728 | 0.01% | 0.01% | 24 | +8,417 | 14.28% | Q2 2026 | Aug 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 66,154 | 1,696 | 0.42% | 0.41% | 25 | +7,713 | 13.2% | Q2 2026 | Aug 03, 2026 |
| Argent Trust Co | History | Reduced | 50,125 | 1,285 | 0.04% | 0.05% | 26 | -3,059 | -5.75% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 44,545 | 1,142 | 0.02% | 0.06% | 27 | -55,825 | -55.62% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 36,169 | 928 | 0.0% | 0.0% | 28 | +16,946 | 88.15% | Q2 2026 | Jul 27, 2026 |
| Balboa Wealth Partners | History | Reduced | 29,621 | 759 | 0.1% | 0.39% | 29 | -60,767 | -67.23% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 29,470 | 755 | 0.04% | 0.03% | 30 | +8,155 | 38.26% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | Added to | 28,177 | 722 | 0.01% | 0.01% | 31 | +4,345 | 18.23% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 26,028 | 667 | 0.02% | 0.03% | 32 | -8,690 | -25.03% | Q2 2026 | Jul 30, 2026 |
| WealthPoint Financial, LLC | History | Reduced | 23,259 | 596 | 0.43% | 0.78% | 33 | -13,150 | -36.12% | Q2 2026 | Aug 06, 2026 |
| Balefire, LLC | History | Reduced | 22,776 | 584 | 0.1% | 0.12% | 34 | -2,383 | -9.47% | Q2 2026 | Jul 07, 2026 |
| Independent Advisor Alliance | History | Added to | 21,332 | 547 | 0.01% | 0.0% | 35 | +6,306 | 41.97% | Q2 2026 | Aug 12, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 19,205 | 492 | 0.13% | 0.25% | 36 | -10,110 | -34.49% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,425 | 472 | 0.0% | 0.01% | 37 | +1,081 | 6.23% | Q2 2026 | Aug 11, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 15,619 | 400 | 0.17% | — | 38 | +15,619 | New | Q2 2026 | Jul 30, 2026 |
| NWAM LLC | History | Added to | 15,560 | 399 | 0.02% | 0.02% | 39 | +4,677 | 42.98% | Q2 2026 | Jul 23, 2026 |
| FSA Advisors, Inc. | History | Reduced | 14,443 | 370 | 0.17% | 0.29% | 40 | -2,513 | -14.82% | Q2 2026 | Aug 17, 2026 |
| October Effect Ltd | History | Added to | 13,165 | 337 | 0.32% | 0.38% | 41 | +360 | 2.81% | Q2 2026 | Jul 21, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 12,770 | 327 | 0.03% | 0.05% | 42 | -3,410 | -21.08% | Q2 2026 | Jul 31, 2026 |
| Kelly Financial Services LLC | History | Reduced | 12,737 | 326 | 0.07% | 0.1% | 43 | -3,834 | -23.14% | Q2 2026 | Jul 14, 2026 |
| Arete Wealth Advisors, LLC | History | New | 12,253 | 314 | 0.02% | — | 44 | +12,253 | New | Q2 2026 | Aug 12, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,778 | 276 | 0.05% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 10,723 | 275 | 0.06% | 0.08% | 46 | -534 | -4.74% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Added to | 10,040 | 257 | 0.05% | 0.05% | 47 | +1,385 | 16.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | Reduced | 9,727 | 249 | 0.0% | 0.0% | 48 | -2,375 | -19.62% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,682 | 248 | 0.0% | — | 49 | +9,682 | New | Q2 2026 | Sep 02, 2026 |
| Thompson David Blair | History | New | 9,409 | 241 | 0.12% | — | 50 | +9,409 | New | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 8,727 | 223 | 0.06% | 0.13% | 51 | -6,920 | -44.23% | Q2 2026 | Jul 24, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 8,197 | 210 | 0.04% | 0.04% | 52 | -186 | -2.22% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,349 | 188 | 0.0% | 0.0% | 53 | +6,208 | 544.08% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 6,591 | 169 | 0.04% | 0.02% | 54 | +3,671 | 125.72% | Q2 2026 | Sep 02, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 2,170 | 55 | 0.03% | 0.04% | 55 | -153 | -6.59% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,935 | 49 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,878 | 48 | 0.0% | 0.0% | 57 | +595 | 46.38% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,259 | 32 | 0.0% | 0.0% | 58 | -594 | -32.06% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 477 | 12 | 0.0% | — | 59 | +477 | New | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 372 | 10 | 0.01% | 0.01% | 60 | -209 | -35.97% | Q2 2026 | Aug 07, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 219 | 5 | 0.0% | 0.05% | 61 | -5,208 | -95.96% | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 173 | 4 | 0.0% | 0.0% | 62 | +11 | 6.79% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 164 | 4 | 0.0% | 0.0% | 63 | +2 | 1.23% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 137 | 3 | 0.0% | — | 64 | +137 | New | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 59 | 1 | 0.0% | 0.01% | 67 | -250 | -80.91% | Q2 2026 | Jul 24, 2026 |
| REAP Financial Group, LLC | History | Added to | 74 | 1 | 0.0% | 0.0% | 68 | +9 | 13.85% | Q2 2026 | Aug 04, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 63 | 1 | 0.0% | 0.0% | 65 | +1 | 1.61% | 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 |
| Rossby Financial, LCC | History | No change | 76 | 1 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -45,419 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -39,070 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -31,990 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -19,053 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Integrity Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -14,891 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,647 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,031 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,272 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FWG Investments, LLC. | History | Closed out | 0 | 0 | — | 0.14% | — | -8,813 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,342 | -100.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,590 | -100.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -367 | -100.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Caitlin John, LLC | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |