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 | 322,794 | 7,984 | 0.62% | 0.61% | 1 | +36,838 | 12.88% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 66,341 | 1,640 | 0.0% | 0.01% | 2 | -2,596 | -3.77% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 48,563 | 1,201 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | New | 19,054 | 471 | 0.01% | — | 4 | +19,054 | New | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,027 | 173 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,469 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,153 | -100.0% | Q2 2026 | Aug 07, 2026 |