Filing Research | SSGA ACTIVE ETF TR Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	1.6MSH	$55.7M
2	Wealth Enhancement Trust Services, Inc.	Shares	665.3KSH	$23.0M
3	Trilogy Capital Inc.	Shares	664.2KSH	$22.9M
4	SENTINEL PENSION ADVISORS, LLC	Shares	575.1KSH	$20.5M
5	Johnson Bixby & Associates, LLC	Shares	529.2KSH	$18.3M
6	First National Advisers, LLC	Shares	391.4KSH	$13.5M
7	First Heartland Consultants, Inc.	Shares	297.1KSH	$10.3M
8	Harbor Group, Inc.	Shares	295.8KSH	$10.2M
9	Intrua Financial, LLC	Shares	251.7KSH	$8.7M
10	PRIVATE CLIENT SERVICES, LLC	Shares	232.2KSH	$8.0M
11	Trinity Wealth Management, LLC	Shares	132.3KSH	$4.6M
12	MBE Wealth Management, LLC	Shares	116.0KSH	$4.0M
13	Apollon Wealth Management, LLC	Shares	71.7KSH	$2.5M
14	Portside Wealth Group, LLC	Shares	65.1KSH	$2.2M
15	KWB Wealth	Shares	57.0KSH	$2.0M
16	Register Financial Advisors LLC	Shares	48.1KSH	$1.7M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.7KSH	$1.6M
18	XML Financial, LLC	Shares	43.8KSH	$1.5M
19	Merit Financial Group, LLC	Shares	41.7KSH	$1.4M
20	EverSource Wealth Advisors, LLC	Shares	40.0KSH	$1.4M
21	Farther Finance Advisors, LLC	Shares	26.4KSH	$912.8K
22	Fermata Advisors, LLC	Shares	23.6KSH	$812.8K
23	ECLECTIC ASSOCIATES INC /ADV	Shares	21.9KSH	$756.7K
24	Veracity Capital LLC	Shares	21.2KSH	$733.0K
25	XY Planning Network, Inc.	Shares	17.6KSH	$607.4K
26	FLAGSHIP HARBOR ADVISORS, LLC	Shares	17.4KSH	$601.5K
27	Cornerstone Wealth Management, LLC	Shares	15.3KSH	$526.4K
28	CITY NATIONAL BANK OF FLORIDA /MSD	Shares	13.0KSH	$448.7K
29	Ignite Planners, LLC	Shares	11.7KSH	$404.1K
30	Composition Wealth, LLC	Shares	11.4KSH	$394.8K
31	RFG Advisory, LLC	Shares	10.0KSH	$345.3K
32	Wealthcare Advisory Partners LLC	Shares	10.0KSH	$344.7K
33	Retireful, LLC	Shares	9.7KSH	$335.2K
34	L.K. Benson & Company, P.C.	Shares	9.0KSH	$311.3K
35	J.W. COLE ADVISORS, INC.	Shares	8.4KSH	$288.3K
36	HCR Wealth Advisors	Shares	8.1KSH	$279.9K
37	LANARK FINANCIAL, INC.	Shares	7.0KSH	$240.3K
38	Brookwood Investment Group LLC	Shares	6.0KSH	$207.6K
39	Alliance Wealth Advisors, LLC /UT	Shares	5.8KSH	$200.2K
40	JFS WEALTH ADVISORS, LLC	Shares	5.3KSH	$183.8K
41	SBI Securities Co., Ltd.	Shares	3.2KSH	$111.7K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	885SH	$30.3K
43	Blue Trust, Inc.	Shares	530SH	$18.3K
44	Crewe Advisors LLC	Shares	405SH	$14.0K
45	SIGNATUREFD, LLC	Shares	369SH	$12.7K
46	Golden State Wealth Management, LLC	Shares	79SH	$2.7K
47	CX Institutional	Shares	137SH	$5

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

48 / 48 loaded

#		Instrument
1	Trilogy Capital Inc. added	Shares	+315.3K	+$10.3M	$22.9M
2	Intrua Financial, LLC added	Shares	+213.4K	+$7.3M	$8.7M
3	Trinity Wealth Management, LLC new	Shares	+132.3K	+$4.6M	$4.6M
4	Portside Wealth Group, LLC new	Shares	+65.1K	+$2.2M	$2.2M
5	SENTINEL PENSION ADVISORS, LLC added	Shares	+55.9K	+$1.7M	$20.5M
6	EverSource Wealth Advisors, LLC added	Shares	+32.3K	+$1.1M	$1.4M
7	MBE Wealth Management, LLC added	Shares	+27.8K	+$813.8K	$4.0M
8	Wealth Enhancement Trust Services, Inc. added	Shares	+44.3K	+$509.8K	$23.0M
9	Johnson Bixby & Associates, LLC added	Shares	+36.8K	+$460.9K	$18.3M
10	J.W. COLE ADVISORS, INC. new	Shares	+8.4K	+$288.3K	$288.3K
11	XML Financial, LLC added	Shares	+7.6K	+$201.3K	$1.5M
12	Alliance Wealth Advisors, LLC /UT new	Shares	+5.8K	+$200.2K	$200.2K
13	RFG Advisory, LLC added	Shares	+2.9K	+$89.0K	$345.3K
14	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+3.2K	+$87.5K	$601.5K
15	JFS WEALTH ADVISORS, LLC added	Shares	+2.0K	+$65.4K	$183.8K
16	D.A. DAVIDSON & CO. added	Shares	+74.9K	+$57.3K	$55.7M
17	Farther Finance Advisors, LLC added	Shares	+2.6K	+$52.6K	$912.8K
18	Ignite Planners, LLC added	Shares	+1.2K	+$24.6K	$404.1K
19	Veracity Capital LLC added	Shares	+1.6K	+$22.0K	$733.0K
20	Fermata Advisors, LLC added	Shares	+1.7K	+$21.9K	$812.8K
21	Blue Trust, Inc. new	Shares	+530	+$18.3K	$18.3K
22	Crewe Advisors LLC new	Shares	+405	+$14.0K	$14.0K
23	HCR Wealth Advisors added	Shares	+522	+$5.6K	$279.9K
24	SIGNATUREFD, LLC added	Shares	+19	+$52	$12.7K
25	CX Institutional unchanged	Shares	0	$0	$5
26	Golden State Wealth Management, LLC unchanged	Shares	0	-$130	$2.7K
27	Mosley Wealth Management exited	Shares	-19	-$587	$0
28	Brookwood Investment Group LLC added	Shares	+190	-$3.0K	$207.6K
29	LANARK FINANCIAL, INC. added	Shares	+106	-$7.6K	$240.3K
30	L.K. Benson & Company, P.C. added	Shares	+36	-$13.5K	$311.3K
31	Composition Wealth, LLC unchanged	Shares	0	-$18.8K	$394.8K
32	Cornerstone Wealth Management, LLC added	Shares	+169	-$18.9K	$526.4K
33	CITY NATIONAL BANK OF FLORIDA /MSD unchanged	Shares	0	-$21.3K	$448.7K
34	SBI Securities Co., Ltd. trimmed	Shares	-449	-$21.5K	$111.7K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-705	-$27.1K	$30.3K
36	XY Planning Network, Inc. trimmed	Shares	-110	-$32.0K	$607.4K
37	ECLECTIC ASSOCIATES INC /ADV trimmed	Shares	-116	-$40.2K	$756.7K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+482	-$42.4K	$1.6M
39	Wealthcare Advisory Partners LLC trimmed	Shares	-1.1K	-$56.2K	$344.7K
40	Register Financial Advisors LLC added	Shares	+537	-$59.5K	$1.7M
41	Merit Financial Group, LLC unchanged	Shares	0	-$68.3K	$1.4M
42	PRIVATE CLIENT SERVICES, LLC added	Shares	+8.5K	-$74.3K	$8.0M
43	Retireful, LLC trimmed	Shares	-1.6K	-$74.4K	$335.2K
44	Apollon Wealth Management, LLC trimmed	Shares	-2.0K	-$190.9K	$2.5M
45	Harbor Group, Inc. added	Shares	+4.5K	-$324.3K	$10.2M
46	KWB Wealth trimmed	Shares	-18.3K	-$402.7K	$2.0M
47	First Heartland Consultants, Inc. trimmed	Shares	-330	-$499.3K	$10.3M
48	First National Advisers, LLC trimmed	Shares	-30.3K	-$1.7M	$13.5M