SSGA Active Trust - MBND
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 127,285 | 3,481 | 0.0% | 0.0% | 1 | +38,482 | 43.33% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 118,200 | 3,233 | 0.02% | 0.02% | 2 | -789 | -0.66% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Reduced | 105,580 | 2,888 | 0.01% | 0.01% | 3 | -4,517 | -4.1% | Q4 2025 | Jan 26, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 93,100 | 2,546 | 0.15% | 0.15% | 4 | +250 | 0.27% | Q4 2025 | Feb 03, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 53,936 | 1,475 | 0.56% | 0.58% | 5 | +627 | 1.18% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 38,555 | 1,054 | 0.0% | 0.0% | 6 | -45,562 | -54.17% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 36,451 | 997 | 0.01% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 33,010 | 902 | 0.0% | 0.0% | 8 | -5,431 | -14.13% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | New | 21,404 | 585 | 0.0% | — | 9 | +21,404 | New | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | New | 17,283 | 473 | 0.0% | — | 10 | +17,283 | New | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,114 | 358 | 0.0% | 0.0% | 11 | -65 | -0.49% | Q4 2025 | Feb 06, 2026 |
| Marshall Financial Group, LLC | History | Added to | 12,790 | 349 | 0.07% | 0.04% | 12 | +4,750 | 59.08% | Q4 2025 | Jan 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,294 | 336 | 0.0% | 0.0% | 13 | +2,997 | 32.24% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,013 | 273 | 0.0% | 0.0% | 14 | -1,115 | -10.02% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 7,965 | 217 | 0.0% | — | 15 | +7,965 | New | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | New | 7,176 | 196 | 0.01% | — | 16 | +7,176 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,314 | 145 | 0.0% | 0.0% | 17 | +61 | 1.16% | Q4 2025 | Mar 16, 2026 |
| Key FInancial Inc | History | Reduced | 3,024 | 82 | 0.01% | 0.02% | 18 | -977 | -24.42% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 2,501 | 68 | 0.0% | — | 19 | +2,500 | 250000.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 997 | 27 | 0.0% | — | 20 | +997 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | No change | 886 | 24 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 250 | 6 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,042 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wise Wealth Partners | History | Closed out | 0 | 0 | — | 1.9% | — | -45,566 | -100.0% | Q3 2025 | Oct 24, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |