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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hedeker Wealth, LLC | History | Added to | 454,843 | 14,635 | 2.79% | 2.91% | 1 | +3,094 | 0.68% | Q2 2026 | Aug 04, 2026 |
| SK Wealth Management, LLC | History | Reduced | 245,336 | 8,248 | 1.86% | 4.9% | 2 | -332,114 | -57.51% | Q2 2026 | Aug 11, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 45,158 | 1,452 | 0.57% | 0.52% | 3 | +8,438 | 22.98% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,013 | 1,094 | 0.0% | 0.0% | 4 | +3,246 | 10.55% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 24,102 | 775 | 0.0% | 0.0% | 5 | +382 | 1.61% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | Added to | 20,859 | 671 | 0.49% | 0.46% | 6 | +2,674 | 14.7% | Q2 2026 | Aug 06, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 14,897 | 479 | 0.29% | 0.2% | 7 | +5,007 | 50.63% | Q2 2026 | Jul 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 11,377 | 366 | 0.04% | 0.04% | 8 | -120 | -1.04% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,491 | 337 | 0.0% | 0.0% | 9 | +2,149 | 25.76% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 6,779 | 218 | 0.0% | — | 10 | +6,779 | New | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 1,417 | 43 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,303 | 41 | 0.0% | — | 12 | +1,303 | New | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,461 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,500 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 11, 2026 |