SSGA Active Trust - ULST

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$461.9M

QoQ value delta ($000)

+$3.028M (+0.66%)

Implied price effect (QoQ)

+0.48%

Total shares

11,359,392

QoQ shares delta

+20,779 (+0.18%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 104 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
CWM, LLC	159,970	3,949,890	0.42%
LPL Financial LLC	52,381	1,293,371	0.01%
MORGAN STANLEY	28,066	693,007	0.0%
Avestar Capital, LLC	23,895	590,002	1.53%
BIP Wealth, LLC	23,821	588,178	0.97%
PTM WEALTH MANAGEMENT, LLC	19,044	471,521	10.09%
AQR CAPITAL MANAGEMENT LLC	18,612	459,577	0.01%
BANK OF AMERICA CORP /DE/	11,244	277,650	0.0%
RAYMOND JAMES FINANCIAL INC	11,235	277,412	0.0%
Stablepoint Partners, LLC	8,737	215,734	1.3%
IEQ CAPITAL, LLC	7,821	193,126	0.04%
Elevation Capital Advisory, LLC	7,236	178,670	3.08%
VERUS CAPITAL PARTNERS, LLC	5,190	128,144	0.32%
ORBA Wealth Advisors, L.L.C.	4,976	122,868	5.93%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4,898	121,252	0.01%
David Kennon Inc	4,357	107,590	1.56%
Norris Financial Group, LLC	4,304	106,290	1.4%
UBS Group AG	3,576	88,314	0.0%
BridgePort Financial Solutions, LLC	3,091	76,329	0.88%
WT Wealth Management	2,897	71,549	0.86%
ROYAL BANK OF CANADA	2,451	60,523	0.0%
OSAIC HOLDINGS, INC.	2,099	51,820	0.0%
Focus Partners Wealth	2,080	1,994	0.0%
Barnes Wealth Management Group, Inc	2,018	49,836	1.02%
Cannon Wealth Management Services, LLC	2,015	49,772	1.36%