Filing Research | SSGA ACTIVE TR Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	2.4MSH	$158.0M
2	Hibernia Wealth Partners, LLC	Shares	220.5KSH	$14.3M
3	Aspire Private Capital, LLC	Shares	206.8KSH	$13.4M
4	Raleigh Capital Management Inc.	Shares	149.4KSH	$9.7M
5	Legacy Wealth Partners, LLC	Shares	79.2KSH	$5.1M
6	Midwest Financial Network, LLC	Shares	75.3KSH	$4.9M
7	Global Financial Private Client, LLC	Shares	72.8KSH	$4.7M
8	LOCKERMAN FINANCIAL GROUP, INC.	Shares	44.1KSH	$2.9M
9	Sharkey, Howes & Javer	Shares	34.8KSH	$2.3M
10	October Effect Ltd	Shares	31.0KSH	$2.0M
11	Aegis Wealth Management, Inc.	Shares	27.4KSH	$1.8M
12	Apella Capital, LLC	Shares	26.0KSH	$1.7M
13	Spectrum Planning & Advisory Services Inc.	Shares	20.3KSH	$1.3M
14	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	18.0KSH	$1.2M
15	Kraft, Davis & Associates, LLC	Shares	16.1KSH	$1.0M
16	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	14.4KSH	$931.5K
17	Mosley Wealth Management	Shares	14.1KSH	$913.8K
18	Spinnaker Investment Group, LLC	Shares	13.7KSH	$886.1K
19	Bison Wealth, LLC	Shares	11.7KSH	$759.1K
20	Triumph Capital Management	Shares	11.5KSH	$742.7K
21	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	10.2KSH	$660.7K
22	Kelly Financial Services LLC	Shares	9.8KSH	$636.1K
23	EVOLUTION WEALTH MANAGEMENT INC.	Shares	9.5KSH	$619.0K
24	First Heartland Consultants, Inc.	Shares	7.5KSH	$488.9K
25	J2 Capital Management Inc	Shares	6.6KSH	$425.0K
26	GATEWAY INVESTMENT ADVISERS LLC	Shares	6.3KSH	$405.4K
27	NWAM LLC	Shares	5.5KSH	$356.9K
28	Castleview Partners, LLC	Shares	5.3KSH	$342.5K
29	IAMS WEALTH MANAGEMENT, LLC	Shares	5.1KSH	$330.6K
30	Balefire, LLC	Shares	4.7KSH	$305.4K
31	PRIVATE CLIENT SERVICES, LLC	Shares	4.0KSH	$260.5K
32	ADAMSBROWN WEALTH CONSULTANTS LLC	Shares	3.9KSH	$250.6K
33	Merit Financial Group, LLC	Shares	3.7KSH	$237.6K
34	GAMMA Investing LLC	Shares	3.6KSH	$232.8K
35	Patriot Financial Group Insurance Agency, LLC	Shares	3.6KSH	$231.4K
36	MeadowBrook Investment Advisors LLC	Shares	2.5KSH	$162.7K
37	IFP Advisors, Inc	Shares	2.0KSH	$131.3K
38	Farther Finance Advisors, LLC	Shares	2.0KSH	$129.5K
39	Quest 10 Wealth Builders, Inc.	Shares	1.3KSH	$85.2K
40	CoreCap Advisors, LLC	Shares	775SH	$50.3K
41	PARK AVENUE SECURITIES LLC	Shares	495.6KSH	$32.1K
42	AdvisorNet Financial, Inc	Shares	199SH	$12.9K
43	Networth Advisors, LLC	Shares	81SH	$5.3K

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Envestnet Portfolio Solutions, Inc. added	Shares	+191.1K	+$28.4M	$158.0M
2	Midwest Financial Network, LLC added	Shares	+12.1K	+$1.2M	$4.9M
3	Raleigh Capital Management Inc. trimmed	Shares	-775	+$1.0M	$9.7M
4	Spinnaker Investment Group, LLC new	Shares	+13.7K	+$886.1K	$886.1K
5	Global Financial Private Client, LLC added	Shares	+6.3K	+$881.0K	$4.7M
6	Legacy Wealth Partners, LLC added	Shares	+5.4K	+$875.1K	$5.1M
7	Aspire Private Capital, LLC trimmed	Shares	-11.2K	+$827.4K	$13.4M
8	Aegis Wealth Management, Inc. added	Shares	+10.1K	+$779.3K	$1.8M
9	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+8.7K	+$607.2K	$931.5K
10	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+4.3K	+$559.5K	$2.9M
11	October Effect Ltd added	Shares	+4.5K	+$481.0K	$2.0M
12	Spectrum Planning & Advisory Services Inc. added	Shares	+4.6K	+$412.2K	$1.3M
13	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+6.3K	+$405.4K	$405.4K
14	ADAMSBROWN WEALTH CONSULTANTS LLC new	Shares	+3.9K	+$250.6K	$250.6K
15	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+3.3K	+$234.6K	$660.7K
16	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+209	+$140.2K	$1.2M
17	IFP Advisors, Inc new	Shares	+2.0K	+$131.3K	$131.3K
18	Triumph Capital Management trimmed	Shares	-369	+$60.2K	$742.7K
19	Kelly Financial Services LLC trimmed	Shares	-315	+$51.6K	$636.1K
20	J2 Capital Management Inc unchanged	Shares	0	+$46.7K	$425.0K
21	NWAM LLC added	Shares	+95	+$44.7K	$356.9K
22	First Heartland Consultants, Inc. trimmed	Shares	-194	+$42.5K	$488.9K
23	EVOLUTION WEALTH MANAGEMENT INC. trimmed	Shares	-580	+$34.5K	$619.0K
24	Quest 10 Wealth Builders, Inc. added	Shares	+360	+$30.1K	$85.2K
25	Kraft, Davis & Associates, LLC added	Shares	+165	+$30.0K	$1.0M
26	PRIVATE CLIENT SERVICES, LLC added	Shares	+3	+$28.7K	$260.5K
27	Castleview Partners, LLC trimmed	Shares	-157	+$28.5K	$342.5K
28	GAMMA Investing LLC unchanged	Shares	0	+$25.6K	$232.8K
29	Merit Financial Group, LLC trimmed	Shares	-16	+$25.1K	$237.6K
30	Farther Finance Advisors, LLC added	Shares	+83	+$18.0K	$129.5K
31	MeadowBrook Investment Advisors LLC unchanged	Shares	0	+$17.9K	$162.7K
32	CoreCap Advisors, LLC added	Shares	+149	+$14.1K	$50.3K
33	Balefire, LLC trimmed	Shares	-497	+$4.8K	$305.4K
34	PARK AVENUE SECURITIES LLC trimmed	Shares	-7.5K	+$3.1K	$32.1K
35	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.4K	$12.9K
36	Networth Advisors, LLC added	Shares	+4	+$808	$5.3K
37	Apella Capital, LLC trimmed	Shares	-994	-$686	$1.7M
38	Bison Wealth, LLC trimmed	Shares	-18	-$7.1K	$759.1K
39	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-3.6K	-$184.5K	$231.4K
40	J.W. COLE ADVISORS, INC. exited	Shares	-9.2K	-$529.3K	$0
41	IAMS WEALTH MANAGEMENT, LLC trimmed	Shares	-19.6K	-$1.1M	$330.6K
42	Sharkey, Howes & Javer trimmed	Shares	-39.0K	-$2.0M	$2.3M
43	Hibernia Wealth Partners, LLC trimmed	Shares	-194.1K	-$9.6M	$14.3M
44	Mosley Wealth Management trimmed	Shares	-185.8K	-$11.0M	$913.8K