DaveManuel.com · Institutional Ownership · Who Owns It
SSGA ACTIVE TR (XLSR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
142
Reporting holders
$979.3M
Reported value
0.0%
Calls
0.0%
Puts
+9
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $289.9M | 4,470,235 | 0.07% | 27q | +2.6%+$7.3M |
| ENVESTNET ASSET MANAGEMENT INC | $159.6M | 2,461,391 | 0.04% | 29q | +9.8%+$14.3M |
| Envestnet Portfolio Solutions, Inc. | $158.0M | 2,435,953 | 0.76% | 12q | +8.5%+$12.4M |
| PARK AVENUE SECURITIES LLC | $32.1M | 495,551 | 0.20% | 29q | -1.5%-$486.2K |
| Cerity Partners LLC | $27.5M | 424,675 | 0.03% | 2q | +9.0%+$2.3M |
| Private Advisor Group, LLC | $20.0M | 307,758 | 0.09% | 25q | +243.1%+$14.1M |
| NewEdge Advisors, LLC | $19.9M | 307,442 | 0.06% | 21q | +6.9%+$1.3M |
| LANDMARK WEALTH MANAGEMENT, INC. | $19.6M | 301,775 | 6.48% | 9q | +3.9%+$743.5K |
| Signal Advisors Wealth, LLC | $16.6M | 255,949 | 0.84% | 8q | +14.1%+$2.1M |
| Hibernia Wealth Partners, LLC | $14.3M | 220,453 | 7.74% | 11q | -46.8%-$12.6M |
| Aspire Private Capital, LLC | $13.4M | 206,850 | 2.77% | 22q | -5.1%-$724.9K |
| HARBOUR INVESTMENTS, INC. | $13.3M | 205,136 | 0.18% | 21q | +13.8%+$1.6M |
| Cetera Investment Advisers | $12.2M | 188,498 | 0.01% | 15q | +4.1%+$485.3K |
| AE Wealth Management LLC | $11.4M | 175,384 | 0.05% | 27q | +11.4%+$1.2M |
| PRINCIPAL SECURITIES, INC. | $10.6M | 163,583 | 0.13% | 9q | +121.0%+$5.8M |
| HighTower Advisors, LLC | $10.0M | 153,981 | 0.01% | 19q | +6.4%+$600.9K |
| Raleigh Capital Management Inc. | $9.7M | 149,438 | 3.09% | 19q | -0.5%-$50.3K |
| MML INVESTORS SERVICES, LLC | $9.5M | 147,226 | 0.02% | 5q | +51.5%+$3.2M |
| Summit Financial, LLC | $7.2M | 110,956 | 0.08% | 4q | +8.6%+$567.3K |
| SMART Wealth LLC | $7.1M | 109,367 | 1.53% | new | NEW |
| Sanctuary Advisors, LLC | $5.4M | 82,556 | 0.02% | 9q | -12.5%-$763.3K |
| CreativeOne Wealth, LLC | $5.2M | 79,868 | 0.11% | 28q | -45.6%-$4.3M |
| Legacy Wealth Partners, LLC | $5.1M | 79,150 | 1.15% | 3q | +7.3%+$350.0K |
| Midwest Financial Network, LLC | $4.9M | 75,343 | 3.34% | 7q | +19.2%+$787.6K |
| Global Financial Private Client, LLC | $4.7M | 72,815 | 1.28% | 18q | +9.4%+$407.3K |
| International Private Wealth Advisors LLC | $4.4M | 68,536 | 2.29% | 11q | -2.2%-$97.9K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 60,138 | 0.00% | 5q | +0.7%+$26.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.9M | 59,957 | 0.06% | 19q | -16.5%-$770.9K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | 56,918 | 0.00% | 24q | +97.6%+$1.8M |
| NOVUS ADVISORS, LLC | $3.7M | 56,666 | 7.66% | 7q | -2.1%-$80.0K |
| GeoWealth Management, LLC | $3.5M | 54,395 | 0.11% | 26q | -2.3%-$82.0K |
| MORGAN STANLEY | $3.3M | 50,469 | 0.00% | 19q | -11.2%-$412.3K |
| GOLDMAN SACHS GROUP INC | $3.1M | 48,084 | 0.00% | 2q | +1240.5%+$2.9M |
| Founders Financial Alliance, LLC | $2.5M | 38,325 | 0.33% | new | NEW |
| Worth Financial Advisory Group, LLC | $2.3M | 36,048 | 0.97% | new | NEW |
| Outlook Wealth Advisors, LLC | $2.3M | 35,414 | 0.50% | 14q | -4.6%-$110.9K |
| Sharkey, Howes & Javer | $2.3M | 34,790 | 0.27% | 8q | -52.8%-$2.5M |
| WealthPoint Financial, LLC | $2.1M | 32,875 | 1.55% | 3q | +12.0%+$228.2K |
| October Effect Ltd | $2.0M | 30,976 | 1.89% | 5q | +17.0%+$292.5K |
| Aegis Wealth Management, Inc. | $1.8M | 27,414 | 1.15% | 3q | +58.5%+$656.1K |
| Apella Capital, LLC | $1.7M | 26,040 | 0.02% | 20q | -3.7%-$64.2K |
| OSAIC HOLDINGS, INC. | $1.5M | 23,574 | 0.00% | 26q | -12.0%-$207.9K |
| Kestra Advisory Services, LLC | $1.4M | 21,816 | 0.00% | 19q | -74.3%-$4.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 21,720 | 0.00% | 13q | -20.5%-$363.8K |
| World Investment Advisors | $1.4M | 21,228 | 0.02% | 3q | -2.6%-$36.4K |
| Spectrum Planning & Advisory Services Inc. | $1.3M | 20,263 | 0.59% | 12q | +29.7%+$300.9K |
| Balboa Wealth Partners | $1.3M | 19,273 | 0.17% | 16q | -34.0%-$642.9K |
| Gladstone Institutional Advisory LLC | $1.2M | 18,957 | 0.04% | 12q | +0.5%+$6.3K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | $1.2M | 18,002 | 0.29% | 16q | +1.2%+$13.6K |
| Kraft, Davis & Associates, LLC | $1.0M | 16,123 | 0.22% | 8q | +1.0%+$10.6K |
| Stratos Wealth Partners, LTD. | $1.0M | 15,642 | 0.01% | 5q | +5.3%+$50.7K |
| Nuveen, LLC | $978.5K | 15,087 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $960.0K | 14,801 | 0.01% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $931.5K | 14,361 | 0.02% | 3q | +155.7%+$567.2K |
| Mosley Wealth Management | $913.8K | 14,088 | 0.29% | 8q | -93.0%-$12.1M |
| Zullo Investment Group, Inc. | $895.5K | 13,806 | 0.31% | 2q | HELD |
| Spinnaker Investment Group, LLC | $886.1K | 13,661 | 0.14% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $790.4K | 12,186 | 0.05% | 13q | HELD |
| VestGen Advisors, LLC | $761.5K | 11,741 | 0.02% | 6q | -3.2%-$24.8K |
| Bison Wealth, LLC | $759.1K | 11,676 | 0.07% | 3q | HELD |
| STIFEL FINANCIAL CORP | $758.4K | 11,693 | 0.00% | 10q | +2.9%+$21.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $749.8K | 11,561 | 0.00% | 4q | +34.0%+$190.2K |
| Triumph Capital Management | $742.7K | 11,451 | 0.13% | 12q | -3.1%-$23.9K |
| Argent Trust Co | $739.7K | 11,405 | 0.02% | 13q | -3.4%-$26.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $722.3K | 11,137 | 0.03% | 6q | +9.9%+$65.2K |
| PKS Advisory Services, LLC | $709.8K | 10,944 | 0.11% | new | NEW |
| ROYAL BANK OF CANADA | $707.0K | 10,903 | 0.00% | 12q | HELD |
| FSA Advisors, Inc. | $688.2K | 10,611 | 0.32% | 3q | +25.7%+$140.9K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $660.7K | 10,186 | 0.19% | 3q | +49.0%+$217.2K |
| Richard W. Paul & Associates, LLC | $654.0K | 10,083 | 0.20% | 15q | -3.5%-$24.0K |
| Kelly Financial Services LLC | $636.1K | 9,807 | 0.14% | 21q | -3.1%-$20.4K |
| Independent Advisor Alliance | $627.2K | 9,670 | 0.01% | 3q | +3.6%+$21.7K |
| Capital Asset Advisory Services LLC | $622.5K | 9,598 | 0.02% | 27q | -8.7%-$59.4K |
| EVOLUTION WEALTH MANAGEMENT INC. | $619.0K | 9,544 | 0.36% | 5q | -5.7%-$37.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $554.5K | 8,549 | 0.00% | 23q | -2.6%-$14.6K |
| Equitable Holdings, Inc. | $540.6K | 8,334 | 0.00% | 2q | +97.3%+$266.5K |
| FWG Investments, LLC. | $523.8K | 8,076 | 0.28% | 11q | -9.0%-$51.8K |
| Atria Investments, Inc | $516.9K | 7,969 | 0.01% | 9q | -3.8%-$20.2K |
| Smartleaf Asset Management LLC | $514.1K | 8,026 | 0.02% | 11q | HELD |
| First Heartland Consultants, Inc. | $488.9K | 7,538 | 0.03% | 5q | -2.5%-$12.6K |
| Ethic Inc. | $486.4K | 7,500 | 0.01% | 2q | +41.9%+$143.7K |
| Dakota Wealth Management | $473.8K | 7,305 | 0.01% | 3q | -48.3%-$442.5K |
| M1 Capital Management LLC | $469.0K | 7,231 | 0.17% | 7q | +18.9%+$74.5K |
| Creative Planning | $443.8K | 6,843 | 0.00% | 18q | HELD |
| Concurrent Investment Advisors, LLC | $440.4K | 6,790 | 0.00% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $427.8K | 6,596 | 0.08% | 19q | HELD |
| J2 Capital Management Inc | $425.0K | 6,552 | 0.29% | 7q | HELD |
| JANE STREET GROUP, LLC | $420.4K | 6,481 | 0.00% | new | NEW |
| GATEWAY INVESTMENT ADVISERS LLC | $405.4K | 6,250 | 0.00% | new | NEW |
| Compound Planning, Inc. | $394.6K | 6,084 | 0.01% | 14q | -7.8%-$33.5K |
| TRUIST FINANCIAL CORP | $375.4K | 5,788 | 0.00% | 14q | -35.7%-$208.1K |
| NWAM LLC | $356.9K | 5,503 | 0.02% | 8q | +1.8%+$6.2K |
| Castleview Partners, LLC | $342.5K | 5,280 | 0.15% | 20q | -2.9%-$10.2K |
| Maia Wealth LLC | $334.5K | 5,157 | 0.05% | 10q | +1.3%+$4.4K |
| IAMS WEALTH MANAGEMENT, LLC | $330.6K | 5,097 | 0.10% | 10q | -79.4%-$1.3M |
| Balefire, LLC | $305.4K | 4,708 | 0.05% | 13q | -9.5%-$32.2K |
| BFC Planning, Inc. | $296.4K | 4,570 | 0.01% | 7q | -1.7%-$5.2K |
| BANK OF AMERICA CORP /DE/ | $283.9K | 4,377 | 0.00% | 3q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $260.5K | 4,016 | 0.07% | 10q | HELD |
| Western Wealth Management, LLC | $259.5K | 4,001 | 0.01% | 2q | -39.8%-$171.6K |
Showing the largest 100 of 142 reported holders.
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 | 57 | $133.5M | 2,009,280 | 3 | 21 | 24 | 0.0% |
| Q2 2026 | 142 | $979.3M | 15,099,327 | 20 | 54 | 47 | 0.0% |
| Q1 2026 | 133 | $847.0M | 14,654,272 | 15 | 66 | 25 | 0.0% |
| Q4 2025 | 134 | $880.2M | 14,134,595 | 17 | 45 | 49 | 0.0% |
| Q3 2025 | 116 | $805.1M | 13,556,711 | 13 | 40 | 42 | 0.0% |
| Q2 2025 | 113 | $723.1M | 13,166,682 | 9 | 44 | 28 | 0.0% |
| Q1 2025 | 110 | $610.5M | 12,026,546 | 13 | 55 | 26 | 0.0% |
| Q4 2024 | 105 | $647.9M | 12,110,758 | 7 | 35 | 39 | 0.0% |
| Q3 2024 | 92 | $595.1M | 11,472,159 | 9 | 46 | 23 | 0.0% |
| Q2 2024 | 91 | $517.3M | 10,202,573 | 8 | 37 | 33 | 0.0% |
| Q1 2024 | 88 | $456.3M | 9,153,425 | 11 | 33 | 26 | 0.0% |
| Q4 2023 | 83 | $407.6M | 8,893,704 | 5 | 30 | 26 | 0.0% |
| Q3 2023 | 69 | $280.7M | 6,800,349 | 7 | 30 | 18 | 0.0% |
| Q2 2023 | 67 | $262.5M | 6,056,812 | 12 | 33 | 14 | 0.0% |
| Q1 2023 | 62 | $203.0M | 5,054,320 | 12 | 26 | 10 | 0.0% |
| Q4 2022 | 58 | $187.2M | 4,844,175 | 11 | 21 | 17 | 0.0% |
| Q3 2022 | 57 | $2.0B | 56,687,168 | 11 | 16 | 21 | 0.0% |
| Q2 2022 | 53 | $3.1B | 82,090,354 | 9 | 24 | 12 | 0.0% |
| Q1 2022 | 47 | $3.2B | 71,412,601 | 10 | 16 | 17 | 0.0% |
| Q4 2021 | 46 | $3.3B | 69,878,205 | 10 | 14 | 10 | 0.0% |
| Q3 2021 | 33 | $1.5B | 33,660,395 | 3 | 14 | 10 | 0.0% |
| Q2 2021 | 37 | $513.8M | 11,610,727 | 7 | 17 | 9 | 0.0% |
| Q1 2021 | 30 | $447.1M | 10,910,891 | 6 | 16 | 4 | 0.0% |
| Q4 2020 | 26 | $468.4M | 11,605,805 | 5 | 12 | 7 | 0.0% |
| Q3 2020 | 23 | $386.8M | 10,588,629 | 4 | 11 | 2 | 0.0% |
| Q2 2020 | 18 | $340.1M | 10,336,005 | 5 | 9 | 3 | 0.0% |
| Q1 2020 | 17 | $282.0M | 10,094,736 | 5 | 8 | 3 | 0.0% |
| Q4 2019 | 16 | $27.8M | 812,773 | 8 | 6 | 1 | 0.0% |
| Q3 2019 | 10 | $16.3M | 504,965 | 8 | 2 | 0 | 0.0% |
| Q2 2019 | 2 | $8.2M | 265,883 | 2 | 0 | 0 | 0.0% |