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 | 1,933,377 | 54,037 | 5.55% | 5.93% | 1 | +38,396 | 2.03% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,470,601 | 41,103 | 0.01% | 0.01% | 2 | +165,285 | 12.66% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | Added to | 1,262,818 | 35,295 | 4.04% | 4.39% | 3 | +48,525 | 4.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | Added to | 1,239,465 | 34,643 | 0.0% | 0.0% | 4 | +176,080 | 16.56% | Q2 2026 | Aug 13, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 1,185,108 | 33,123 | 5.13% | 5.38% | 5 | +42,378 | 3.71% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | Added to | 1,031,256 | 28,823 | 0.01% | 0.01% | 6 | +49,360 | 5.03% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 1,024,477 | 28,634 | 0.0% | 0.0% | 7 | +128,415 | 14.33% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 613,243 | 17,140 | 0.0% | 0.0% | 8 | -53,560 | -8.03% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 592,897 | 16,571 | 0.0% | 0.0% | 9 | -125,822 | -17.51% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 436,000 | 12,186 | 0.04% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advance Capital Management, Inc. | History | Added to | 410,330 | 11,468 | 0.37% | 0.39% | 11 | +37,335 | 10.01% | Q2 2026 | Aug 12, 2026 |
| Decker Wealth Management LLC | History | Reduced | 375,667 | 10,499 | 2.23% | 2.65% | 12 | -43,796 | -10.44% | Q2 2026 | Jul 30, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 296,160 | 8,277 | 2.89% | 3.49% | 13 | -31,701 | -9.67% | Q2 2026 | Jul 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 282,794 | 7,904 | 0.38% | 0.4% | 14 | +16,703 | 6.28% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 265,148 | 7,410 | 0.04% | 0.04% | 15 | +38,222 | 16.84% | Q2 2026 | Aug 17, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 217,379 | 6,075 | 1.16% | 1.4% | 16 | -20,955 | -8.79% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 213,363 | 5,963 | 0.01% | 0.01% | 17 | +49,383 | 30.12% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 182,564 | 5,102 | 0.0% | 0.0% | 18 | +62,165 | 51.63% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 178,382 | 4,985 | 0.04% | 0.0% | 19 | +178,029 | 50433.14% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 171,887 | 4,804 | 0.0% | 0.0% | 20 | -16,015 | -8.52% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | Added to | 148,579 | 4,152 | 1.19% | 0.93% | 21 | +42,734 | 40.37% | Q2 2026 | Jul 21, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 148,273 | 4,144 | 1.24% | 1.4% | 22 | -4,014 | -2.64% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 139,938 | 3,911 | 0.06% | — | 23 | +139,938 | New | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | New | 227,894 | 3,431 | 0.28% | — | 24 | +227,894 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 116,837 | 3,266 | 0.0% | 0.01% | 25 | -74,396 | -38.9% | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 107,230 | 2,997 | 0.97% | 0.73% | 26 | +44,722 | 71.55% | Q2 2026 | Aug 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 86,707 | 2,423 | 2.07% | 1.82% | 27 | +32,006 | 58.51% | Q2 2026 | Jul 23, 2026 |
| OneAscent Family Office, LLC | History | Added to | 86,560 | 2,419 | 1.22% | 1.08% | 28 | +30,822 | 55.3% | Q2 2026 | Aug 11, 2026 |
| Inspire Advisors, LLC | History | Reduced | 76,555 | 2,139 | 0.15% | 0.35% | 29 | -76,973 | -50.14% | Q2 2026 | Aug 13, 2026 |
| SK Wealth Management, LLC | History | Reduced | 71,958 | 2,012 | 0.45% | 1.08% | 30 | -68,379 | -48.72% | Q2 2026 | Aug 11, 2026 |
| Midwest Financial Network, LLC | History | Added to | 51,126 | 1,428 | 0.98% | 0.3% | 31 | +37,496 | 275.1% | Q2 2026 | Jul 07, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 47,371 | 1,324 | 0.05% | 0.04% | 32 | +11,588 | 32.38% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 44,766 | 1,251 | 0.03% | 0.03% | 33 | -172 | -0.38% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 44,278 | 1,237 | 0.0% | 0.0% | 34 | +7,404 | 20.08% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 43,414 | 1,213 | 0.0% | 0.0% | 35 | +4,600 | 11.85% | Q2 2026 | Aug 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 43,174 | 1,206 | 0.15% | 0.35% | 36 | -49,228 | -53.28% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 42,872 | 1,198 | 0.01% | 0.02% | 37 | -3,776 | -8.09% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 41,084 | 1,148 | 0.0% | 0.0% | 38 | -21,105 | -33.94% | Q2 2026 | Sep 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 40,301 | 1,126 | 0.0% | 0.0% | 39 | +6,109 | 17.87% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | New | 39,766 | 1,111 | 0.0% | — | 40 | +39,766 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,835 | 1,029 | 0.0% | 0.0% | 41 | +32 | 0.09% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | New | 35,369 | 988 | 0.03% | — | 42 | +35,369 | New | Q2 2026 | Aug 14, 2026 |
| L & S Advisors Inc | History | Added to | 34,865 | 974 | 0.1% | 0.12% | 43 | +258 | 0.75% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 34,680 | 969 | 0.4% | — | 44 | +34,680 | New | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 33,514 | 936 | 0.09% | 0.1% | 45 | +2,830 | 9.22% | Q2 2026 | Jul 13, 2026 |
| Atria Investments, Inc | History | Reduced | 32,676 | 913 | 0.01% | 0.01% | 46 | -2,712 | -7.66% | Q2 2026 | Jul 28, 2026 |
| Breakwater Investment Management | History | Added to | 28,645 | 800 | 0.27% | 0.08% | 47 | +20,855 | 267.72% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 28,108 | 785 | 0.0% | 0.0% | 48 | +19,582 | 229.67% | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 26,643 | 744 | 0.0% | 0.0% | 49 | -580 | -2.13% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 23,150 | 647 | 0.0% | 0.0% | 50 | -4,865 | -17.37% | Q2 2026 | Aug 13, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 21,084 | 589 | 0.06% | 0.07% | 51 | +355 | 1.71% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,952 | 584 | 0.0% | 0.0% | 52 | +12,732 | 154.89% | Q2 2026 | Jul 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 20,481 | 572 | 0.21% | 0.23% | 53 | +247 | 1.22% | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 19,379 | 539 | 0.03% | 0.04% | 54 | -558 | -2.8% | Q2 2026 | Aug 10, 2026 |
| NFSG Corp | History | Added to | 18,662 | 521 | 0.06% | 0.07% | 55 | +3,415 | 22.4% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 18,331 | 512 | 0.21% | 0.35% | 57 | -8,864 | -32.59% | Q2 2026 | Aug 05, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 18,347 | 512 | 0.02% | 0.02% | 56 | -349 | -1.87% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 17,498 | 489 | 0.0% | 0.0% | 58 | -1,866 | -9.64% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,226 | 481 | 0.0% | 0.0% | 59 | +249 | 1.47% | Q2 2026 | Aug 05, 2026 |
| Virtue Capital Management, LLC | History | Added to | 17,009 | 475 | 0.06% | 0.06% | 60 | +2,551 | 17.64% | Q2 2026 | Aug 05, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 16,980 | 474 | 0.25% | 0.27% | 61 | +1,695 | 11.09% | Q2 2026 | Jul 14, 2026 |
| World Investment Advisors | History | Added to | 15,665 | 437 | 0.01% | 0.01% | 62 | +39 | 0.25% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 15,622 | 436 | 0.06% | 0.07% | 63 | -771 | -4.7% | Q2 2026 | Jul 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 15,556 | 434 | 0.02% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,796 | 413 | 0.0% | 0.0% | 65 | -174 | -1.16% | Q2 2026 | Aug 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 14,708 | 411 | 0.13% | 0.14% | 66 | -175 | -1.18% | Q2 2026 | Jul 30, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 14,075 | 393 | 0.25% | 0.33% | 67 | -3,718 | -20.9% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 13,998 | 391 | 0.0% | 0.0% | 68 | -1,000 | -6.67% | Q2 2026 | Aug 05, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 14,000 | 391 | 0.23% | 0.26% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 13,800 | 385 | 0.23% | — | 70 | +13,800 | New | Q2 2026 | Jul 29, 2026 |
| Shared Vision Wealth Group LLC | History | New | 13,575 | 379 | 0.13% | — | 71 | +13,575 | New | Q2 2026 | Jul 31, 2026 |
| Tempo Wealth, LLC | History | Reduced | 13,332 | 372 | 0.06% | 0.07% | 72 | -1,139 | -7.87% | 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 | Reduced | 9,814 | 274 | 0.02% | 0.02% | 74 | -9,046 | -47.96% | Q2 2026 | Aug 04, 2026 |
| Tactive Advisors, LLC | History | Added to | 9,766 | 272 | 0.07% | 0.06% | 76 | +2,573 | 35.77% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,757 | 272 | 0.0% | 0.0% | 75 | +1,000 | 11.42% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | New | 9,431 | 263 | 0.01% | — | 77 | +9,431 | New | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,339 | 261 | 0.01% | 0.01% | 78 | -470 | -4.79% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | New | 8,904 | 248 | 0.02% | — | 79 | +8,904 | New | Q2 2026 | Jul 14, 2026 |
| NWAM LLC | History | Added to | 8,062 | 225 | 0.01% | 0.01% | 80 | +514 | 6.81% | 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 | New | 7,557 | 210 | 0.0% | — | 82 | +7,557 | New | Q2 2026 | Aug 10, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 7,389 | 206 | 0.09% | — | 83 | +7,389 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | New | 6,895 | 192 | 0.0% | — | 84 | +6,895 | New | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,744 | 188 | 0.0% | 0.0% | 85 | +904 | 15.48% | Q2 2026 | Aug 14, 2026 |
| Fairman Group, LLC | History | Added to | 5,350 | 149 | 0.12% | 0.12% | 86 | +410 | 8.3% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,000 | 111 | 0.01% | 0.01% | 87 | -500 | -11.11% | Q2 2026 | Jul 28, 2026 |
| Clearstead Trust, LLC | History | No change | 1,373 | 38 | 0.0% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Added to | 1,285 | 35 | 0.0% | 0.0% | 89 | +16 | 1.26% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 1,082 | 30 | 0.0% | — | 90 | +1,082 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,053 | 29 | 0.0% | 0.0% | 91 | -65 | -5.81% | 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 | Added to | 223 | 6 | 0.0% | 0.0% | 93 | +64 | 40.25% | Q2 2026 | Jul 22, 2026 |
| HOEY INVESTMENTS, INC | History | New | 105 | 2 | 0.0% | — | 94 | +105 | New | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -176,317 | -100.0% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -50,112 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -23,795 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -15,053 | -100.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,102 | -100.0% | Q2 2026 | Jul 28, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,349 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,361 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -651 | -100.0% | Q2 2026 | Aug 12, 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 |