SSGA Active Trust - MYMI
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 | 285,956 | 7,042 | 0.61% | 0.54% | 1 | +48,887 | 20.62% | Q1 2026 | Apr 07, 2026 |
| Lido Advisors, LLC | History | Added to | 68,937 | 1,697 | 0.01% | 0.0% | 2 | +23,263 | 50.93% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 48,563 | 1,195 | 0.0% | 0.0% | 3 | -17,713 | -26.73% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,469 | 577 | 0.0% | 0.0% | 4 | -8,487 | -26.56% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | New | 8,153 | 200 | 0.0% | — | 5 | +8,153 | New | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,027 | 173 | 0.0% | — | 6 | +7,027 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 6,021 | 148 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |