SSGA Active Trust - HYBL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ZEGA Investments, LLC | History | Added to | 1,894,981 | 52,756 | 5.93% | 5.65% | 1 | +209,771 | 12.45% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,305,316 | 36,340 | 0.01% | 0.01% | 2 | +364,406 | 38.73% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | Added to | 1,214,293 | 33,805 | 4.39% | 4.21% | 3 | +73,743 | 6.47% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,142,730 | 31,813 | 5.38% | 5.3% | 4 | +65,926 | 6.12% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Reduced | 1,063,385 | 29,604 | 0.0% | 0.0% | 5 | -21,678 | -2.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 981,896 | 27,335 | 0.01% | 0.01% | 6 | +189,430 | 23.9% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 896,062 | 24,946 | 0.0% | 0.0% | 7 | -101,936 | -10.21% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 718,719 | 20,009 | 0.0% | 0.0% | 8 | +209,631 | 41.18% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 666,803 | 18,563 | 0.0% | 0.0% | 9 | +108,295 | 19.39% | Q1 2026 | May 15, 2026 |
| Rathbones Group PLC | History | No change | 436,000 | 12,138 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Decker Wealth Management LLC | History | Reduced | 419,463 | 11,677 | 2.65% | 2.66% | 11 | -6,715 | -1.58% | Q1 2026 | May 06, 2026 |
| Advance Capital Management, Inc. | History | Added to | 372,995 | 10,384 | 0.39% | 0.41% | 12 | +33,101 | 9.74% | Q1 2026 | Apr 29, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 327,861 | 9,127 | 3.49% | 6.48% | 13 | -249,737 | -43.24% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 266,091 | 7,407 | 0.4% | 0.63% | 14 | +24,848 | 10.3% | Q1 2026 | Apr 21, 2026 |
| Hedeker Wealth, LLC | History | Added to | 238,334 | 6,635 | 1.4% | 1.26% | 15 | +27,866 | 13.24% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 226,926 | 6,453 | 0.04% | 0.04% | 16 | +37,215 | 19.62% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 191,233 | 5,324 | 0.01% | 0.01% | 17 | +23,204 | 13.81% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 187,902 | 5,231 | 0.0% | 0.0% | 18 | -3,499 | -1.83% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 176,317 | 4,908 | 0.01% | 0.01% | 19 | +61,100 | 53.03% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 163,980 | 4,565 | 0.01% | 0.02% | 20 | -82,927 | -33.59% | Q1 2026 | Apr 30, 2026 |
| Inspire Advisors, LLC | History | Reduced | 153,528 | 4,274 | 0.35% | 0.41% | 21 | -4,641 | -2.93% | Q1 2026 | May 15, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 152,287 | 4,239 | 1.4% | 1.52% | 22 | -7,888 | -4.92% | Q1 2026 | Apr 21, 2026 |
| SK Wealth Management, LLC | History | Added to | 140,337 | 3,897 | 1.08% | 1.08% | 23 | +4,195 | 3.08% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 120,399 | 3,351 | 0.0% | 0.0% | 24 | +54,508 | 82.72% | Q1 2026 | May 12, 2026 |
| Auour Investments LLC | History | Added to | 105,845 | 2,946 | 0.93% | 0.7% | 25 | +28,595 | 37.02% | Q1 2026 | Apr 20, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 92,402 | 2,572 | 0.35% | 0.47% | 26 | -37,936 | -29.11% | Q1 2026 | Apr 08, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 62,508 | 1,740 | 0.73% | 0.35% | 27 | +29,601 | 89.95% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 62,189 | 1,731 | 0.0% | 0.0% | 28 | +10,289 | 19.82% | Q1 2026 | May 04, 2026 |
| OneAscent Family Office, LLC | History | Added to | 55,738 | 1,551 | 1.08% | 1.01% | 29 | +3,290 | 6.27% | Q1 2026 | Apr 21, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 54,701 | 1,522 | 1.82% | 1.82% | 30 | -19,077 | -25.86% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 50,112 | 1,395 | 0.01% | — | 31 | +50,112 | New | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | New | 46,648 | 1,298 | 0.02% | — | 32 | +46,648 | New | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 44,938 | 1,251 | 0.03% | 0.02% | 33 | +23,500 | 109.62% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 38,814 | 1,080 | 0.0% | 0.0% | 34 | +1,167 | 3.1% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 36,874 | 1,026 | 0.0% | — | 35 | +36,874 | New | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,803 | 1,024 | 0.0% | 0.0% | 36 | +11,744 | 46.87% | Q1 2026 | Apr 24, 2026 |
| HighPoint Advisor Group LLC | History | New | 35,783 | 996 | 0.04% | — | 37 | +35,783 | New | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 35,388 | 985 | 0.01% | 0.01% | 38 | +2,369 | 7.17% | Q1 2026 | May 05, 2026 |
| L & S Advisors Inc | History | Added to | 34,607 | 963 | 0.12% | 0.05% | 39 | +15,061 | 77.05% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 34,192 | 951 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 30,684 | 854 | 0.1% | 0.09% | 41 | +1,477 | 5.06% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Reduced | 28,015 | 779 | 0.0% | 0.0% | 42 | -1,054 | -3.63% | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 27,195 | 757 | 0.35% | 1.11% | 43 | -83,316 | -75.39% | Q1 2026 | May 05, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 23,795 | 662 | 0.38% | 0.54% | 44 | -7,312 | -23.51% | Q1 2026 | Apr 24, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 20,729 | 577 | 0.07% | 0.07% | 45 | +741 | 3.71% | Q1 2026 | May 05, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 20,234 | 563 | 0.23% | 0.24% | 46 | -1,288 | -5.98% | Q1 2026 | May 07, 2026 |
| Triad Wealth Partners, LLC | History | New | 19,937 | 555 | 0.04% | — | 47 | +19,937 | New | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 19,364 | 539 | 0.0% | 0.01% | 48 | -1,599 | -7.63% | Q1 2026 | Apr 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,860 | 525 | 0.02% | 0.03% | 49 | +10,108 | 115.49% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 18,696 | 520 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 17,793 | 495 | 0.33% | 0.28% | 51 | +2,829 | 18.91% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,000 | 489 | 0.02% | 0.0% | 52 | -16,706 | -62.56% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,977 | 472 | 0.0% | 0.0% | 53 | +173 | 1.03% | Q1 2026 | May 05, 2026 |
| Marshall Financial Group, LLC | History | Added to | 16,393 | 456 | 0.07% | 0.09% | 54 | +353 | 2.2% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Reduced | 15,626 | 435 | 0.01% | 0.02% | 55 | -21,779 | -58.22% | Q1 2026 | Apr 27, 2026 |
| BayBridge Capital Group, LLC | History | No change | 15,285 | 434 | 0.27% | 0.27% | 56 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 15,556 | 433 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | Added to | 15,247 | 424 | 0.07% | 0.0% | 58 | +14,509 | 1965.99% | Q1 2026 | May 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 15,053 | 419 | 0.09% | 0.42% | 59 | -51,339 | -77.33% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,998 | 417 | 0.0% | — | 60 | +14,998 | New | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 14,970 | 416 | 0.0% | — | 61 | +14,970 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 14,883 | 414 | 0.14% | 0.09% | 62 | +5,714 | 62.32% | Q1 2026 | Apr 23, 2026 |
| Tempo Wealth, LLC | History | Reduced | 14,471 | 402 | 0.07% | 0.08% | 63 | -1,241 | -7.9% | Q1 2026 | May 14, 2026 |
| Virtue Capital Management, LLC | History | New | 14,458 | 399 | 0.06% | — | 64 | +14,458 | New | Q1 2026 | May 07, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 14,000 | 389 | 0.26% | 0.27% | 65 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 13,062 | 371 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,102 | 336 | 0.0% | 0.0% | 67 | -1,956 | -13.91% | Q1 2026 | Apr 27, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 11,349 | 316 | 0.19% | — | 68 | +11,349 | New | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,809 | 275 | 0.01% | 0.01% | 69 | +2,052 | 26.45% | Q1 2026 | May 14, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 8,850 | 251 | 0.38% | 0.38% | 70 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 8,757 | 243 | 0.0% | 0.01% | 71 | -224,249 | -96.24% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,526 | 237 | 0.0% | — | 72 | +8,526 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,220 | 228 | 0.0% | — | 73 | +8,220 | New | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | No change | 7,908 | 220 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Added to | 7,790 | 216 | 0.08% | 0.01% | 75 | +7,095 | 1020.86% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | New | 7,548 | 210 | 0.01% | — | 76 | +7,548 | New | Q1 2026 | May 04, 2026 |
| Allen Capital Group, LLC | History | No change | 7,303 | 207 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tactive Advisors, LLC | History | New | 7,193 | 200 | 0.06% | — | 78 | +7,193 | New | Q1 2026 | Apr 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,840 | 161 | 0.0% | 0.0% | 79 | +544 | 10.27% | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | Reduced | 4,940 | 137 | 0.12% | 0.12% | 80 | -335 | -6.35% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | New | 4,500 | 125 | 0.01% | — | 81 | +4,500 | New | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | New | 2,361 | 65 | 0.0% | — | 82 | +2,361 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,650 | 45 | 0.0% | 0.0% | 83 | +1,300 | 371.43% | Q1 2026 | Apr 27, 2026 |
| Clearstead Trust, LLC | History | No change | 1,373 | 38 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,269 | 35 | 0.0% | 0.0% | 85 | -9 | -0.7% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 1,177 | 32 | 0.0% | — | 86 | +1,177 | New | Q1 2026 | May 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1,118 | 31 | 0.0% | — | 87 | +1,118 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 651 | 18 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 353 | 9 | 0.0% | 0.0% | 90 | -862 | -70.95% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 159 | 4 | 0.0% | 0.0% | 91 | -35 | -18.04% | Q1 2026 | Apr 27, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -467,436 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -132,557 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116,337 | -100.0% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -81,800 | -100.0% | Q1 2026 | Apr 16, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Closed out | 0 | 0 | — | 0.75% | — | -44,027 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,610 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,980 | -100.0% | Q1 2026 | Apr 22, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,469 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,881 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,794 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,343 | -100.0% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,307 | -100.0% | Q1 2026 | May 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |