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 | Added to | 602,268 | 19,923 | 5.55% | 0.39% | 1 | +569,044 | 1712.75% | Q4 2025 | Jan 30, 2026 |
| Hedeker Wealth, LLC | History | Added to | 418,209 | 13,552 | 2.84% | 2.6% | 2 | +21,514 | 5.42% | Q4 2025 | Jan 23, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 39,021 | 1,264 | 1.11% | — | 3 | +39,021 | New | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | New | 29,746 | 963 | 0.42% | — | 4 | +29,746 | New | Q4 2025 | Jan 23, 2026 |
| Austin Private Wealth, LLC | History | Added to | 22,668 | 734 | 0.05% | 0.05% | 5 | +1,251 | 5.84% | Q4 2025 | Jan 20, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 16,295 | 528 | 0.01% | — | 6 | +16,295 | New | Q4 2025 | Feb 17, 2026 |
| WealthPoint Financial, LLC | History | New | 14,957 | 484 | 0.42% | — | 7 | +14,957 | New | Q4 2025 | Feb 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,399 | 401 | 0.0% | 0.0% | 8 | -3,963 | -24.22% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 12,293 | 398 | 0.04% | 0.04% | 9 | +1,371 | 12.55% | Q4 2025 | Jan 20, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 7,876 | 255 | 0.15% | 0.13% | 10 | +1,026 | 14.98% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 7,682 | 248 | 0.0% | — | 11 | +7,682 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | New | 1,417 | 46 | 0.0% | — | 12 | +1,417 | New | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 830 | 27 | 0.0% | — | 13 | +830 | New | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 300 | 9 | 0.0% | — | 14 | +300 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 130 | 4 | 0.0% | 0.0% | 15 | +84 | 182.61% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,328 | -100.0% | Q3 2025 | Nov 14, 2025 |