SSGA Active Trust - MYCJ
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 | 348,594 | 8,718 | 0.8% | 0.8% | 1 | +6,832 | 2.0% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | New | 175,441 | 4,387 | 0.01% | — | 2 | +175,441 | New | Q4 2025 | Feb 10, 2026 |
| L2 Asset Management, LLC | History | Added to | 63,680 | 1,592 | 0.21% | 0.22% | 3 | +3,801 | 6.35% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 42,769 | 1,069 | 0.01% | — | 4 | +42,769 | New | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 33,164 | 829 | 0.29% | 0.3% | 5 | -705 | -2.08% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | New | 31,499 | 787 | 0.01% | — | 6 | +31,499 | New | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 24,856 | 621 | 0.0% | 0.0% | 7 | +4,318 | 21.02% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,194 | 304 | 0.0% | 0.0% | 8 | -18,259 | -59.96% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | New | 8,215 | 205 | 0.0% | — | 9 | +8,215 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 8,195 | 204 | 0.08% | 0.09% | 10 | +126 | 1.56% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,459 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,242 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,069 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -923 | -100.0% | Q3 2025 | Nov 26, 2025 |