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 | 1,685,210 | 47,927 | 5.65% | 4.91% | 1 | +405,530 | 31.69% | Q4 2025 | Jan 27, 2026 |
| Concord Wealth Partners | History | Added to | 1,140,550 | 32,437 | 4.21% | 4.33% | 2 | +45,399 | 4.15% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 1,085,063 | 30,859 | 0.0% | 0.0% | 3 | +480,821 | 79.57% | Q4 2025 | Feb 13, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,076,804 | 30,624 | 5.3% | 5.41% | 4 | +37,632 | 3.62% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 997,998 | 28,383 | 0.0% | 0.0% | 5 | +51,752 | 5.47% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 940,910 | 26,759 | 0.01% | 0.01% | 6 | -8,028 | -0.85% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 792,466 | 22,537 | 0.01% | 0.01% | 7 | -3,508 | -0.44% | Q4 2025 | Feb 11, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 577,598 | 16,426 | 6.48% | 6.23% | 8 | +20,992 | 3.77% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 558,508 | 15,883 | 0.0% | 0.0% | 9 | +169,835 | 43.7% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 509,088 | 14,478 | 0.0% | 0.0% | 10 | +128,668 | 33.82% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 467,436 | 13,293 | 0.44% | 0.45% | 11 | +41,865 | 9.84% | Q4 2025 | Jan 14, 2026 |
| Rathbones Group PLC | History | No change | 436,000 | 12,399 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 339,894 | 9,666 | 0.41% | 0.63% | 13 | -163,003 | -32.41% | Q4 2025 | Jan 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 246,907 | 7,022 | 0.02% | 0.01% | 14 | +91,115 | 58.49% | Q4 2025 | Feb 05, 2026 |
| OneAscent Financial Services LLC | History | Added to | 241,243 | 6,860 | 0.63% | 0.11% | 15 | +209,614 | 662.73% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 233,006 | 6,626 | 0.01% | 0.01% | 16 | +9,068 | 4.05% | Q4 2025 | Mar 16, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 210,468 | 5,985 | 1.26% | 1.44% | 17 | -31,394 | -12.98% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 191,401 | 5,443 | 0.0% | — | 18 | +191,401 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 189,711 | 5,395 | 0.04% | 0.04% | 19 | +12,788 | 7.23% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 168,029 | 4,779 | 0.01% | 0.01% | 20 | -134,185 | -44.4% | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 160,175 | 4,555 | 1.52% | 1.47% | 21 | +7,732 | 5.07% | Q4 2025 | Feb 11, 2026 |
| Inspire Advisors, LLC | History | Reduced | 158,169 | 4,498 | 0.41% | 0.49% | 22 | -19,844 | -11.15% | Q4 2025 | Feb 13, 2026 |
| SK Wealth Management, LLC | History | Reduced | 136,142 | 3,880 | 1.08% | 1.85% | 23 | -38,200 | -21.91% | Q4 2025 | Jan 30, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 132,557 | 3,768 | 0.37% | 0.37% | 24 | +11,029 | 9.08% | Q4 2025 | Feb 17, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 130,338 | 3,706 | 0.47% | 0.77% | 25 | -80,058 | -38.05% | Q4 2025 | Jan 13, 2026 |
| Mariner, LLC | History | Reduced | 116,337 | 3,308 | 0.0% | 0.0% | 26 | -5,113 | -4.21% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 115,217 | 3,277 | 0.01% | 0.01% | 27 | -12,358 | -9.69% | Q4 2025 | Jan 26, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 110,511 | 3,142 | 1.11% | 1.08% | 28 | +17,274 | 18.53% | Q4 2025 | Feb 09, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 81,800 | 2,326 | 0.11% | 0.1% | 29 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Auour Investments LLC | History | Added to | 77,250 | 2,197 | 0.7% | 0.64% | 30 | +8,734 | 12.75% | Q4 2025 | Jan 12, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 73,778 | 2,098 | 1.82% | 1.51% | 31 | +9,806 | 15.33% | Q4 2025 | Feb 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 66,392 | 1,888 | 0.42% | 0.76% | 32 | -49,500 | -42.71% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 65,891 | 1,873 | 0.0% | 0.0% | 33 | -72,254 | -52.3% | Q4 2025 | Feb 12, 2026 |
| OneAscent Family Office, LLC | History | Added to | 52,448 | 1,491 | 1.01% | 0.76% | 34 | +19,688 | 60.1% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 51,900 | 1,476 | 0.0% | 0.0% | 35 | -520,185 | -90.93% | Q4 2025 | Feb 10, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 44,027 | 1,252 | 0.75% | 0.75% | 36 | +1,563 | 3.68% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 37,647 | 1,070 | 0.0% | 0.0% | 37 | -609 | -1.59% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 37,405 | 1,063 | 0.02% | 0.06% | 38 | -63,557 | -62.95% | Q4 2025 | Mar 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 34,192 | 972 | 0.0% | 0.0% | 39 | +21,435 | 168.03% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 33,019 | 939 | 0.01% | 0.01% | 40 | -6,306 | -16.04% | Q4 2025 | Feb 05, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 32,907 | 935 | 0.35% | 0.09% | 41 | +25,665 | 354.39% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | New | 31,107 | 884 | 0.54% | — | 42 | +31,107 | New | Q4 2025 | Jan 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 29,207 | 830 | 0.09% | 0.09% | 43 | +616 | 2.15% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Reduced | 29,069 | 826 | 0.0% | 0.0% | 44 | -18,087 | -38.36% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,706 | 759 | 0.0% | 0.0% | 45 | +4,644 | 21.05% | Q4 2025 | Feb 18, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 26,610 | 756 | 0.02% | 0.0% | 46 | +17,938 | 206.85% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,059 | 712 | 0.0% | 0.0% | 47 | +14,523 | 137.84% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,980 | 710 | 0.0% | 0.0% | 48 | +500 | 2.04% | Q4 2025 | Feb 11, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 21,522 | 612 | 0.24% | 0.5% | 49 | -23,141 | -51.81% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 21,438 | 609 | 0.02% | — | 50 | +21,438 | New | Q4 2025 | Jan 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 20,963 | 596 | 0.01% | 0.01% | 51 | -23,388 | -52.73% | Q4 2025 | Jan 05, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 19,988 | 568 | 0.07% | 0.06% | 52 | +493 | 2.53% | Q4 2025 | Jan 27, 2026 |
| L & S Advisors Inc | History | Added to | 19,546 | 555 | 0.05% | 0.05% | 53 | +165 | 0.85% | Q4 2025 | Feb 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 18,696 | 531 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,804 | 477 | 0.0% | 0.0% | 55 | +139 | 0.83% | Q4 2025 | Feb 06, 2026 |
| Marshall Financial Group, LLC | History | Added to | 16,040 | 456 | 0.09% | 0.07% | 56 | +3,763 | 30.65% | Q4 2025 | Jan 09, 2026 |
| Tempo Wealth, LLC | History | New | 15,712 | 446 | 0.08% | — | 57 | +15,712 | New | Q4 2025 | Feb 25, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 15,556 | 442 | 0.03% | 0.01% | 58 | +7,757 | 99.46% | Q4 2025 | Jan 21, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 15,285 | 434 | 0.27% | 0.27% | 59 | +305 | 2.04% | Q4 2025 | Jan 16, 2026 |
| Authentikos Wealth Advisory, LLC | History | Added to | 14,964 | 425 | 0.28% | 0.25% | 60 | +1,653 | 12.42% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,058 | 399 | 0.0% | 0.0% | 61 | +3,624 | 34.73% | Q4 2025 | Feb 02, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 14,000 | 398 | 0.27% | 0.28% | 62 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Reduced | 13,062 | 371 | 0.0% | 0.0% | 63 | -1,438 | -9.92% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,469 | 269 | 0.01% | 0.01% | 64 | +1,714 | 22.1% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 9,169 | 260 | 0.09% | — | 65 | +9,169 | New | Q4 2025 | Jan 22, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 8,850 | 251 | 0.38% | 0.34% | 66 | +388 | 4.59% | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,752 | 248 | 0.03% | 0.03% | 67 | +562 | 6.86% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,908 | 224 | 0.0% | 0.02% | 68 | -30,194 | -79.25% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,881 | 224 | 0.0% | 0.0% | 69 | +9 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | No change | 7,794 | 221 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,757 | 220 | 0.01% | 0.01% | 71 | -7,714 | -49.86% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 7,343 | 208 | 0.09% | — | 72 | +7,343 | New | Q4 2025 | Feb 17, 2026 |
| Allen Capital Group, LLC | History | No change | 7,303 | 207 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,307 | 207 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,296 | 150 | 0.0% | 0.0% | 75 | +1,131 | 27.15% | Q4 2025 | Feb 17, 2026 |
| Fairman Group, LLC | History | No change | 5,275 | 150 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Reduced | 1,373 | 39 | 0.01% | 0.02% | 77 | -1,845 | -57.33% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,278 | 36 | 0.0% | 0.0% | 78 | -27 | -2.07% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,215 | 34 | 0.0% | — | 79 | +1,215 | New | Q4 2025 | Jan 23, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 738 | 20 | 0.0% | 0.0% | 80 | +363 | 96.8% | Q4 2025 | Jan 21, 2026 |
| Breakwater Investment Management | History | New | 695 | 19 | 0.01% | — | 81 | +695 | New | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 651 | 18 | 0.0% | 0.0% | 82 | -3,511 | -84.36% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 14 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 350 | 9 | 0.0% | — | 84 | +350 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 194 | 5 | 0.0% | 0.0% | 85 | -466 | -70.61% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -107,582 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -96,890 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -89,919 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,353 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,401 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cooper Financial Group | History | Closed out | 0 | 0 | — | 0.06% | — | -19,309 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,703 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,268 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,790 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,788 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,677 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,326 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,746 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Spurstone Advisory Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |