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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 593,138 | 28,043 | 0.01% | 0.01% | 1 | +200,716 | 51.15% | Q4 2025 | Feb 18, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 578,169 | 27,335 | 4.96% | 5.03% | 2 | +13,507 | 2.39% | Q4 2025 | Jan 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 556,630 | 26,317 | 0.34% | 0.22% | 3 | +236,152 | 73.69% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 514,732 | 24,336 | 0.01% | 0.01% | 4 | -27,942 | -5.15% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 405,823 | 19,187 | 0.0% | 0.0% | 5 | +269,947 | 198.67% | Q4 2025 | Feb 13, 2026 |
| Saiph Capital, LLC | History | Added to | 157,063 | 7,425 | 2.67% | 2.55% | 6 | +7,406 | 4.95% | Q4 2025 | Feb 12, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 152,441 | 7,207 | 0.61% | 0.61% | 7 | -21,130 | -12.17% | Q4 2025 | Jan 27, 2026 |
| Hofer & Associates. Inc | History | Added to | 149,814 | 7,083 | 3.75% | 3.89% | 8 | +6,573 | 4.59% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 105,204 | 4,974 | 0.0% | 0.0% | 9 | +7,190 | 7.34% | Q4 2025 | Jan 29, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 102,097 | 4,827 | 1.76% | 1.85% | 10 | +4,047 | 4.13% | Q4 2025 | Feb 11, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 89,675 | 4,239 | 0.44% | 0.44% | 11 | +3,910 | 4.56% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 82,260 | 3,889 | 0.0% | 0.0% | 12 | -13,888 | -14.44% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 61,914 | 2,927 | 0.1% | 0.1% | 13 | +112 | 0.18% | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | Reduced | 56,196 | 2,656 | 0.01% | 0.01% | 14 | -18,252 | -24.52% | Q4 2025 | Jan 23, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 55,007 | 2,600 | 2.01% | 1.92% | 15 | +822 | 1.52% | Q4 2025 | Jan 23, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 50,065 | 2,367 | 0.32% | 0.32% | 16 | +3,953 | 8.57% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 47,449 | 2,243 | 0.01% | 0.01% | 17 | +14,469 | 43.87% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 39,171 | 1,852 | 0.04% | 0.03% | 18 | +7,463 | 23.54% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 37,520 | 1,774 | 0.0% | 0.0% | 19 | +5,377 | 16.73% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 30,333 | 1,434 | 0.0% | 0.0% | 20 | -477 | -1.55% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 28,097 | 1,328 | 0.02% | 0.01% | 21 | -2,802 | -9.07% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 26,248 | 1,241 | 0.27% | 0.29% | 22 | -316 | -1.19% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 24,021 | 1,135 | 0.04% | 0.04% | 23 | -632 | -2.56% | Q4 2025 | Jan 30, 2026 |
| MSH Capital Advisors LLC | History | Added to | 23,201 | 1,096 | 0.23% | 0.29% | 24 | +352 | 1.54% | Q4 2025 | Feb 09, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 22,721 | 1,074 | 0.09% | 0.09% | 25 | -171 | -0.75% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 21,786 | 1,030 | 0.0% | 0.0% | 26 | -2,222 | -9.26% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 21,122 | 999 | 0.03% | — | 27 | +21,122 | New | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 17,727 | 838 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 16,566 | 783 | 0.0% | 0.0% | 29 | +319 | 1.96% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,405 | 775 | 0.0% | 0.0% | 30 | +1,628 | 11.02% | Q4 2025 | Feb 10, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 15,000 | 709 | 0.08% | 0.09% | 31 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Essex Financial Services, Inc. | History | Added to | 14,845 | 701 | 0.04% | 0.04% | 32 | +385 | 2.66% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,338 | 677 | 0.0% | 0.0% | 33 | +943 | 7.04% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,678 | 646 | 0.0% | 0.0% | 34 | +6,821 | 99.47% | Q4 2025 | Mar 16, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 8,582 | 405 | 0.05% | 0.06% | 35 | -538 | -5.9% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,621 | 360 | 0.0% | 0.0% | 36 | -33,241 | -81.35% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,247 | 295 | 0.0% | 0.0% | 37 | -231 | -3.57% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 5,896 | 278 | 0.01% | 0.01% | 38 | -526 | -8.19% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 5,864 | 277 | 0.04% | 0.04% | 39 | -233 | -3.82% | Q4 2025 | Feb 13, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 5,833 | 276 | 0.02% | — | 40 | +5,833 | New | Q4 2025 | Feb 10, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 5,716 | 270 | 0.25% | — | 41 | +5,716 | New | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | New | 5,612 | 265 | 0.05% | — | 43 | +5,612 | New | Q4 2025 | Jan 26, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 5,606 | 265 | 0.02% | 0.02% | 42 | +85 | 1.54% | Q4 2025 | Jan 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,500 | 260 | 0.01% | 0.01% | 44 | -4,500 | -45.0% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,383 | 254 | 0.01% | 0.01% | 45 | +14 | 0.26% | Q4 2025 | Jan 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,266 | 248 | 0.01% | 0.01% | 46 | +79 | 1.52% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,274 | 202 | 0.0% | — | 47 | +4,274 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | No change | 2,993 | 141 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,409 | 113 | 0.01% | 0.01% | 49 | -85 | -3.41% | Q4 2025 | Feb 20, 2026 |
| Pacific Center for Financial Services | History | No change | 1,706 | 80 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,297 | 61 | 0.01% | 0.0% | 51 | +155 | 13.57% | Q4 2025 | Jan 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,180 | 55 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 863 | 41 | 0.0% | 0.0% | 53 | -22 | -2.49% | Q4 2025 | Jan 21, 2026 |
| New Millennium Group LLC | History | Reduced | 801 | 37 | 0.02% | 0.02% | 54 | -53 | -6.21% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 556 | 26 | 0.0% | — | 55 | +556 | New | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 400 | 18 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 300 | 14 | 0.0% | 0.0% | 57 | -884 | -74.66% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 87 | 4 | 0.0% | — | 58 | +87 | New | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | New | 82 | 3 | 0.0% | — | 59 | +82 | New | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 45 | 2 | 0.0% | 0.0% | 62 | +1 | 2.27% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 52 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -132,056 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -85,791 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,279 | -100.0% | Q3 2025 | Oct 10, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,470 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,347 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,317 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AE Wealth Management LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -402 | -96.63% | Q4 2025 | Jan 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2025 | Oct 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |