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 | No change | 1,933,377 | 54,037 | 5.55% | 5.55% | 1 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,470,601 | 41,103 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | No change | 1,262,818 | 35,295 | 4.04% | 4.04% | 3 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 1,239,465 | 34,643 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 1,185,108 | 33,123 | 5.13% | 5.13% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 1,031,256 | 28,823 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 1,024,477 | 28,634 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 613,243 | 17,140 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 592,897 | 16,571 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 436,000 | 12,186 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advance Capital Management, Inc. | History | No change | 410,330 | 11,468 | 0.37% | 0.37% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Decker Wealth Management LLC | History | No change | 375,667 | 10,499 | 2.23% | 2.23% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Luken Investment Analytics, LLC | History | No change | 296,160 | 8,277 | 2.89% | 2.89% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | No change | 282,794 | 7,904 | 0.38% | 0.38% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 265,148 | 7,410 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hedeker Wealth, LLC | History | No change | 217,379 | 6,075 | 1.16% | 1.16% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 213,363 | 5,963 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 182,564 | 5,102 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 178,382 | 4,985 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 171,887 | 4,804 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | No change | 148,579 | 4,152 | 1.19% | 1.19% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneAscent Wealth Management LLC | History | No change | 148,273 | 4,144 | 1.24% | 1.24% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 139,938 | 3,911 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 227,894 | 3,431 | 0.28% | 0.28% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 116,837 | 3,266 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 107,230 | 2,997 | 0.97% | 0.97% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 86,707 | 2,423 | 2.07% | 2.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Family Office, LLC | History | No change | 86,560 | 2,419 | 1.22% | 1.22% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Advisors, LLC | History | No change | 76,555 | 2,139 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SK Wealth Management, LLC | History | No change | 71,958 | 2,012 | 0.45% | 0.45% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Financial Network, LLC | History | No change | 51,126 | 1,428 | 0.98% | 0.98% | 31 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 47,371 | 1,324 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 44,766 | 1,251 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 44,278 | 1,237 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 43,414 | 1,213 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sharkey, Howes & Javer | History | No change | 43,174 | 1,206 | 0.15% | 0.15% | 36 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 42,872 | 1,198 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 41,084 | 1,148 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 40,301 | 1,126 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 39,766 | 1,111 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 36,835 | 1,029 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 35,369 | 988 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L & S Advisors Inc | History | No change | 34,865 | 974 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 34,680 | 969 | 0.4% | 0.4% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 33,514 | 936 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atria Investments, Inc | History | No change | 32,676 | 913 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Breakwater Investment Management | History | No change | 28,645 | 800 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,108 | 785 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,643 | 744 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 23,150 | 647 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portfolio Strategies, Inc. | History | No change | 21,084 | 589 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,952 | 584 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANOVER ADVISORS INC | History | No change | 20,481 | 572 | 0.21% | 0.21% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | No change | 19,379 | 539 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NFSG Corp | History | No change | 18,662 | 521 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 18,347 | 512 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 18,331 | 512 | 0.21% | 0.21% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,498 | 489 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 17,226 | 481 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtue Capital Management, LLC | History | No change | 17,009 | 475 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BayBridge Capital Group, LLC | History | No change | 16,980 | 474 | 0.25% | 0.25% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| World Investment Advisors | History | No change | 15,665 | 437 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 15,622 | 436 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 15,556 | 434 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,796 | 413 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 14,708 | 411 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 14,075 | 393 | 0.25% | 0.25% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,998 | 391 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 14,000 | 391 | 0.23% | 0.23% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 13,800 | 385 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 13,575 | 379 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tempo Wealth, LLC | History | No change | 13,332 | 372 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allen Capital Group, LLC | History | No change | 11,257 | 314 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,814 | 274 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,757 | 272 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | No change | 9,766 | 272 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,431 | 263 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 9,339 | 261 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | No change | 8,904 | 248 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NWAM LLC | History | No change | 8,062 | 225 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 7,908 | 221 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,557 | 210 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 7,389 | 206 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 6,895 | 192 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,744 | 188 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | No change | 5,350 | 149 | 0.12% | 0.12% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,000 | 111 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Trust, LLC | History | No change | 1,373 | 38 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 1,285 | 35 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,082 | 30 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,053 | 29 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 223 | 6 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CX Institutional | History | New | 91 | 3 | 0.0% | — | 94 | +91 | New | Q3 2026 | Oct 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 105 | 2 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |