SSGA Active Trust - MYCH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | History | Added to | 339,713 | 8,521 | 0.78% | 0.79% | 1 | +3,995 | 1.19% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | New | 219,864 | 5,515 | 0.02% | — | 2 | +219,864 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 98,496 | 2,470 | 0.02% | 0.02% | 3 | -14,872 | -13.12% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 71,975 | 1,805 | 0.0% | 0.0% | 4 | +8,125 | 12.73% | Q4 2025 | Feb 11, 2026 |
| L2 Asset Management, LLC | History | Added to | 63,495 | 1,592 | 0.21% | 0.22% | 5 | +3,783 | 6.34% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 32,109 | 805 | 0.01% | — | 6 | +32,109 | New | Q4 2025 | Jan 23, 2026 |
| Gradient Investments LLC | History | New | 29,046 | 728 | 0.01% | — | 7 | +29,046 | New | Q4 2025 | Jan 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 26,899 | 674 | 0.0% | 0.0% | 8 | +14,542 | 117.68% | Q4 2025 | Jan 29, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 24,207 | 607 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hobbs Group Advisors, LLC | History | New | 22,908 | 574 | 0.17% | — | 10 | +22,908 | New | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,245 | 558 | 0.0% | 0.0% | 11 | +5,540 | 33.16% | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 16,459 | 412 | 0.14% | 0.15% | 12 | -321 | -1.91% | Q4 2025 | Jan 27, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 11,422 | 286 | 0.1% | — | 13 | +11,422 | New | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | New | 120 | 3 | 0.0% | — | 14 | +120 | New | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,601 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,128 | -100.0% | Q3 2025 | Nov 14, 2025 |