DaveManuel.com · Institutional Ownership · Who Owns It
SSGA ACTIVE TR (STOT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
71
Reporting holders
$314.1M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $45.3M | 962,764 | 0.00% | 31q | +39.4%+$12.8M |
| LPL Financial LLC | $45.3M | 962,313 | 0.01% | 31q | +59.8%+$17.0M |
| Foundations Investment Advisors, LLC | $39.0M | 828,575 | 0.40% | 9q | +11.9%+$4.1M |
| RAYMOND JAMES FINANCIAL INC | $37.2M | 790,730 | 0.01% | 7q | +33.6%+$9.4M |
| MORGAN STANLEY | $30.1M | 639,696 | 0.00% | 35q | +38.7%+$8.4M |
| Spinnaker Investment Group, LLC | $14.0M | 297,491 | 2.24% | 19q | -45.3%-$11.6M |
| UBS Group AG | $13.3M | 283,469 | 0.00% | 31q | +2.4%+$309.3K |
| Stratos Wealth Partners, LTD. | $9.4M | 200,362 | 0.09% | new | NEW |
| Hofer & Associates. Inc | $7.5M | 159,481 | 3.63% | 19q | +3.7%+$269.6K |
| ROYAL BANK OF CANADA | $7.1M | 151,707 | 0.00% | 31q | +21.0%+$1.2M |
| Saiph Capital, LLC | $7.0M | 149,132 | 2.10% | 4q | +1.6%+$108.7K |
| GOLDMAN SACHS GROUP INC | $6.0M | 127,555 | 0.00% | new | NEW |
| Great Lakes Retirement, Inc. | $4.9M | 104,933 | 0.44% | 8q | +6.2%+$287.9K |
| Sanctuary Advisors, LLC | $3.4M | 73,045 | 0.02% | 8q | +1.5%+$50.3K |
| Arrowroot Family Office, LLC | $3.0M | 63,655 | 0.86% | 13q | -4.1%-$127.3K |
| Lineweaver Wealth Advisors, LLC | $2.8M | 60,381 | 0.34% | 11q | +4.3%+$116.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 58,273 | 0.03% | new | NEW |
| Journey Advisory Group, LLC | $2.7M | 56,367 | 0.20% | 5q | HELD |
| ASSETMARK, INC | $2.4M | 50,964 | 0.00% | 5q | HELD |
| Janney Montgomery Scott LLC | $1.8M | 38,390 | 0.00% | 21q | +0.9%+$16.2K |
| Wealthcare Advisory Partners LLC | $1.7M | 36,252 | 0.03% | 5q | -9.1%-$171.3K |
| Global Assets Advisory, LLC | $1.6M | 34,267 | 0.35% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $1.6M | 33,496 | 0.03% | new | NEW |
| HighTower Advisors, LLC | $1.5M | 32,138 | 0.00% | 16q | +4.7%+$67.7K |
| Integrated Wealth Concepts LLC | $1.5M | 31,186 | 0.01% | 11q | +9.0%+$121.6K |
| Walser Wealth Management Company, A Ltd Liability Co | $1.4M | 28,923 | 0.57% | 2q | +497.6%+$1.1M |
| Focus Financial Network, Inc. | $1.3M | 28,518 | 0.04% | 10q | -3.6%-$50.4K |
| Independent Wealth Network Inc. | $1.3M | 28,469 | 0.34% | 2q | +8.7%+$107.4K |
| OakTrust Wealth Advisors, LLC | $1.3M | 27,474 | 1.11% | new | NEW |
| Western Wealth Management, LLC | $1.2M | 26,124 | 0.04% | new | NEW |
| Clearwater Capital Advisors, LLC | $1.2M | 25,267 | 0.09% | 11q | +9.9%+$106.7K |
| Cetera Investment Advisers | $1.0M | 21,846 | 0.00% | 8q | +22.7%+$190.5K |
| PARAGON CAPITAL MANAGEMENT INC | $990.7K | 21,051 | 0.73% | 19q | -1.5%-$15.6K |
| CAPTRUST FINANCIAL ADVISORS | $958.1K | 20,359 | 0.00% | 11q | -0.7%-$7.1K |
| ENVESTNET ASSET MANAGEMENT INC | $920.4K | 19,558 | 0.00% | 16q | -40.7%-$630.4K |
| Essex Financial Services, Inc. | $828.2K | 17,599 | 0.04% | 9q | +18.5%+$129.6K |
| Proficio Capital Partners LLC | $823.4K | 17,496 | 0.03% | 11q | -1.3%-$10.9K |
| Rockefeller Capital Management L.P. | $781.8K | 16,613 | 0.00% | 5q | -51.2%-$819.5K |
| Private Advisor Group, LLC | $752.2K | 15,983 | 0.00% | 21q | +9.1%+$62.5K |
| GREATMARK INVESTMENT PARTNERS, INC. | $635.3K | 13,500 | 0.07% | 19q | -10.0%-$70.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $587.9K | 12,492 | 0.00% | 2q | +162.2%+$363.6K |
| Savant Capital, LLC | $468.8K | 10,017 | 0.00% | new | NEW |
| Visionary Horizons, LLC | $395.7K | 8,408 | 0.17% | new | NEW |
| OSAIC HOLDINGS, INC. | $378.4K | 8,040 | 0.00% | 26q | +246.0%+$269.0K |
| Belpointe Asset Management LLC | $377.3K | 8,016 | 0.01% | 2q | -42.6%-$279.5K |
| Brookwood Investment Group LLC | $335.9K | 7,137 | 0.04% | 5q | -3.0%-$10.5K |
| XY Planning Network, Inc. | $333.8K | 7,094 | 0.04% | 3q | +8.1%+$25.0K |
| Trilogy Capital Inc. | $271.0K | 5,759 | 0.01% | 7q | HELD |
| Kestra Advisory Services, LLC | $259.4K | 5,511 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $257.9K | 5,481 | 0.00% | new | NEW |
| Smith Partners Wealth Management, LLC | $249.0K | 5,291 | 0.20% | 3q | HELD |
| ALONGSIDE, LLC | $243.3K | 5,169 | 0.05% | new | NEW |
| Glen Eagle Advisors, LLC | $228.4K | 4,854 | 0.03% | 31q | +4.7%+$10.3K |
| STIFEL FINANCIAL CORP | $225.9K | 4,800 | 0.00% | 2q | -64.1%-$402.7K |
| Financial Strategies Group, Inc. | $225.0K | 4,800 | 0.04% | 2q | HELD |
| Merit Financial Group, LLC | $224.2K | 4,763 | 0.00% | 2q | +10.8%+$21.8K |
| Larson Financial Group LLC | $113.5K | 2,412 | 0.00% | 19q | -46.0%-$96.7K |
| Pacific Center for Financial Services | $81.2K | 1,726 | 0.02% | 21q | HELD |
| PRIVATE TRUST CO NA | $61.0K | 1,297 | 0.00% | 16q | HELD |
| VALLEY NATIONAL ADVISERS INC | $55.5K | 1,180 | 0.01% | 29q | HELD |
| AE Wealth Management LLC | $46.8K | 995 | 0.00% | 7q | +7007.1%+$46.2K |
| Capital Advisors, Ltd. LLC | $41.0K | 863 | 0.00% | 10q | HELD |
| Strategic Wealth Partners, Ltd. | $28.4K | 604 | 0.00% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $28.2K | 599 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $18.8K | 400 | 0.00% | 20q | HELD |
| Medallion Wealth Advisors, LLC | $18.4K | 390 | 0.01% | 7q | HELD |
| Planning Strategies Inc. | $15.8K | 336 | 0.01% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $14.6K | 310 | 0.00% | 14q | +30900.0%+$14.5K |
| AdvisorNet Financial, Inc | $2.4K | 52 | 0.00% | 6q | HELD |
| ROTHSCHILD INVESTMENT LLC | $2.1K | 45 | 0.00% | 11q | HELD |
| CoreCap Advisors, LLC | $94 | 2 | 0.00% | 10q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $27.8M | 601,101 | 4 | 6 | 6 | 0.0% |
| Q2 2026 | 71 | $314.1M | 6,674,245 | 13 | 28 | 14 | 0.0% |
| Q1 2026 | 66 | $252.7M | 5,362,351 | 10 | 23 | 16 | 0.0% |
| Q4 2025 | 67 | $200.1M | 4,231,682 | 6 | 23 | 24 | 0.0% |
| Q3 2025 | 68 | $181.4M | 3,833,637 | 8 | 19 | 25 | 0.0% |
| Q2 2025 | 66 | $154.1M | 3,254,063 | 12 | 25 | 16 | 0.0% |
| Q1 2025 | 61 | $119.3M | 2,524,575 | 7 | 15 | 24 | 0.0% |
| Q4 2024 | 63 | $133.7M | 2,853,060 | 5 | 25 | 21 | 0.0% |
| Q3 2024 | 64 | $181.0M | 3,744,184 | 9 | 25 | 18 | 0.0% |
| Q2 2024 | 57 | $104.4M | 2,228,014 | 6 | 18 | 25 | 0.0% |
| Q1 2024 | 56 | $132.5M | 2,820,708 | 8 | 17 | 18 | 0.0% |
| Q4 2023 | 56 | $117.5M | 2,507,562 | 10 | 18 | 21 | 0.0% |
| Q3 2023 | 46 | $80.2M | 1,727,390 | 7 | 9 | 22 | 0.0% |
| Q2 2023 | 43 | $82.2M | 1,769,122 | 2 | 18 | 13 | 0.0% |
| Q1 2023 | 47 | $81.0M | 1,746,171 | 8 | 9 | 19 | 0.0% |
| Q4 2022 | 40 | $67.6M | 1,466,888 | 3 | 13 | 13 | 0.0% |
| Q3 2022 | 45 | $2.5B | 53,531,676 | 8 | 9 | 13 | 0.0% |
| Q2 2022 | 45 | $2.5B | 53,500,574 | 4 | 11 | 18 | 0.0% |
| Q1 2022 | 47 | $2.2B | 47,024,820 | 4 | 13 | 16 | 0.0% |
| Q4 2021 | 49 | $2.6B | 52,490,947 | 8 | 9 | 15 | 0.0% |
| Q3 2021 | 37 | $108.0M | 2,179,735 | 3 | 12 | 13 | 0.0% |
| Q2 2021 | 36 | $83.2M | 1,672,027 | 5 | 13 | 11 | 0.0% |
| Q1 2021 | 38 | $77.0M | 1,551,822 | 3 | 14 | 15 | 0.0% |
| Q4 2020 | 40 | $88.2M | 1,770,326 | 8 | 12 | 13 | 0.0% |
| Q3 2020 | 36 | $84.3M | 1,719,007 | 2 | 16 | 10 | 0.0% |
| Q2 2020 | 36 | $77.6M | 1,565,038 | 4 | 13 | 12 | 0.0% |
| Q1 2020 | 40 | $101.2M | 2,098,864 | 7 | 10 | 16 | 0.0% |
| Q4 2019 | 39 | $74.2M | 1,499,341 | 7 | 14 | 8 | 0.0% |
| Q3 2019 | 29 | $63.0M | 1,269,400 | 2 | 16 | 5 | 0.0% |
| Q2 2019 | 29 | $63.9M | 1,285,603 | 4 | 8 | 9 | 0.0% |
| Q1 2019 | 28 | $63.4M | 1,287,792 | 9 | 7 | 7 | 0.0% |
| Q4 2018 | 21 | $91.3M | 1,877,583 | 1 | 1 | 1 | 0.0% |