SSGA Active Trust - STOT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 962,764 | 45,307 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 962,313 | 45,286 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 828,575 | 38,992 | 0.4% | 0.4% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 790,730 | 37,211 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 639,696 | 30,103 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 297,491 | 13,999 | 2.24% | 2.24% | 6 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | No change | 283,469 | 13,340 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 200,362 | 9,428 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hofer & Associates. Inc | History | No change | 159,481 | 7,505 | 3.63% | 3.63% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 151,707 | 7,139 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saiph Capital, LLC | History | No change | 149,132 | 7,018 | 2.1% | 2.1% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 127,555 | 6,002 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 104,933 | 4,938 | 0.44% | 0.44% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 73,045 | 3,437 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arrowroot Family Office, LLC | History | No change | 63,655 | 2,995 | 0.86% | 0.86% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 60,381 | 2,841 | 0.34% | 0.34% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 58,273 | 2,742 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Journey Advisory Group, LLC | History | No change | 56,367 | 2,652 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 50,964 | 2,398 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 38,390 | 1,807 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 36,252 | 1,706 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Assets Advisory, LLC | History | No change | 34,267 | 1,605 | 0.35% | 0.35% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 33,496 | 1,576 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 32,138 | 1,512 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 31,186 | 1,467 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 28,923 | 1,361 | 0.57% | 0.57% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | No change | 28,518 | 1,342 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Independent Wealth Network Inc. | History | No change | 28,469 | 1,339 | 0.34% | 0.34% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 27,474 | 1,292 | 1.11% | 1.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | No change | 26,124 | 1,229 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 25,267 | 1,189 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 21,846 | 1,028 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | No change | 21,051 | 990 | 0.73% | 0.73% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,359 | 958 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 19,558 | 920 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Essex Financial Services, Inc. | History | No change | 17,599 | 828 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Proficio Capital Partners LLC | History | No change | 17,496 | 823 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,613 | 781 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 15,983 | 752 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 13,500 | 635 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,492 | 587 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 10,017 | 468 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 8,408 | 395 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,040 | 378 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,016 | 377 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookwood Investment Group LLC | History | No change | 7,137 | 335 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XY Planning Network, Inc. | History | No change | 7,094 | 333 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trilogy Capital Inc. | History | No change | 5,759 | 271 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,511 | 259 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,481 | 257 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 5,291 | 248 | 0.2% | 0.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALONGSIDE, LLC | History | No change | 5,169 | 243 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4,854 | 228 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,800 | 225 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 4,763 | 224 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Strategies Group, Inc. | History | No change | 4,800 | 224 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 2,412 | 113 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 1,726 | 81 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,297 | 61 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,180 | 55 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 995 | 46 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 863 | 41 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 599 | 28 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 604 | 28 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 400 | 18 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 390 | 18 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 336 | 15 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 310 | 14 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 52 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |