SSGA Active Trust - SPIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SK Wealth Management, LLC | History | Reduced | 577,450 | 17,667 | 4.9% | 5.55% | 1 | -24,818 | -4.12% | Q1 2026 | May 06, 2026 |
| Hedeker Wealth, LLC | History | Added to | 451,749 | 13,791 | 2.91% | 2.84% | 2 | +33,540 | 8.02% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 36,720 | 1,121 | 0.52% | 0.42% | 3 | +6,974 | 23.45% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,767 | 939 | 0.0% | 0.0% | 4 | +18,368 | 148.14% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 22,668 | 734 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | New | 23,720 | 724 | 0.0% | — | 6 | +23,720 | New | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 14,957 | 484 | 0.42% | 0.42% | 7 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,461 | 471 | 0.01% | 0.01% | 8 | -834 | -5.12% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 11,497 | 350 | 0.04% | 0.04% | 9 | -796 | -6.48% | Q1 2026 | Apr 16, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 9,890 | 301 | 0.2% | 0.15% | 10 | +2,014 | 25.57% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,342 | 254 | 0.0% | 0.0% | 11 | +660 | 8.59% | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | New | 7,500 | 228 | 0.01% | — | 12 | +7,500 | New | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | No change | 1,417 | 43 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 400 | 12 | 0.0% | 0.0% | 14 | +100 | 33.33% | Q1 2026 | May 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -39,021 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -830 | -100.0% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 05, 2026 |