Filing Research | SSGA ACTIVE ETF TR Institutional Holdings

Snapshot holdings

50 / 135 loaded

#		Instrument	quantity
1	Arizona PSPRS Trust	PUT	6.5MSH	$260.7M
2	Ocean Park Asset Management, LLC	Shares	3.2MSH	$127.4M
3	Envestnet Portfolio Solutions, Inc.	Shares	425.3KSH	$17.1M
4	Secure Asset Management, LLC	Shares	379.8KSH	$15.3M
5	Catalyst Capital Advisors LLC	Shares	374.6KSH	$15.1M
6	FORTEM FINANCIAL GROUP, LLC	Shares	372.5KSH	$15.0M
7	ARS Wealth Advisors Group, LLC	Shares	366.0KSH	$14.7M
8	Ninety One UK Ltd	Shares	359.4KSH	$14.5M
9	Merit Financial Group, LLC	Shares	282.2KSH	$11.4M
10	COUNTRY TRUST BANK	Shares	278.5KSH	$11.2M
11	Stablepoint Partners, LLC	Shares	269.9KSH	$10.9M
12	INDEPENDENT FINANCIAL GROUP, LLC	Shares	269.2KSH	$10.8M
13	Fragasso Financial Advisors Inc	Shares	267.4KSH	$10.8M
14	KMG FIDUCIARY PARTNERS, LLC	Shares	260.2KSH	$10.5M
15	MRA Advisory Group	Shares	259.6KSH	$10.5M
16	HORIZON FINANCIAL SERVICES, LLC	Shares	258.6KSH	$10.4M
17	Matthew Goff Investment Advisor, LLC	Shares	211.9KSH	$8.5M
18	Hennion & Walsh Asset Management, Inc.	Shares	210.0KSH	$8.5M
19	Vertrix Wealth Management, LLC	Shares	146.6KSH	$5.9M
20	Aspire Private Capital, LLC	Shares	140.6KSH	$5.7M
21	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	139.7KSH	$5.6M
22	Windsor Capital Management, LLC	Shares	126.4KSH	$5.1M
23	COURIER CAPITAL LLC	Shares	121.0KSH	$4.9M
24	Strategic Blueprint, LLC	Shares	109.4KSH	$4.4M
25	CITY NATIONAL BANK OF FLORIDA /MSD	Shares	105.5KSH	$4.3M
26	Liberty Atlantic Advisors LLC	Shares	101.9KSH	$4.1M
27	Hofer & Associates. Inc	Shares	93.7KSH	$3.8M
28	Nilsine Partners, LLC	Shares	86.6KSH	$3.5M
29	Prospera Financial Services Inc	Shares	86.4KSH	$3.5M
30	Wealth Management Associates, Inc.	Shares	86.3KSH	$3.5M
31	Cadent Capital Advisors, LLC	Shares	78.3KSH	$3.2M
32	ROMANO BROTHERS AND COMPANY	Shares	74.7KSH	$3.0M
33	ALBION FINANCIAL GROUP /UT	Shares	61.5KSH	$2.5M
34	Raleigh Capital Management Inc.	Shares	61.1KSH	$2.5M
35	LANARK FINANCIAL, INC.	Shares	59.8KSH	$2.4M
36	Friedenthal Financial	Shares	58.7KSH	$2.4M
37	Heritage Wealth Management, Inc. /CA/	Shares	57.6KSH	$2.3M
38	Capital Investment Management, Inc.	Shares	57.1KSH	$2.3M
39	Apella Capital, LLC	Shares	54.8KSH	$2.2M
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	50.9KSH	$2.0M
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.0KSH	$2.0M
42	Farther Finance Advisors, LLC	Shares	45.3KSH	$1.8M
43	HAMILTON CAPITAL PARTNERS, LLC	Shares	45.3KSH	$1.8M
44	Hibernia Wealth Partners, LLC	Shares	43.6KSH	$1.8M
45	Sage Advisory Services, Ltd.Co.	Shares	42.9KSH	$1.7M
46	Investors Research Corp	Shares	40.1KSH	$1.6M
47	WEBSTER BANK, N. A.	Shares	39.0KSH	$1.6M
48	DRIVE WEALTH MANAGEMENT, LLC	Shares	39.0KSH	$1.6M
49	Great Waters Wealth Management	Shares	37.8KSH	$1.5M
50	North Forty Two & Co.	Shares	37.1KSH	$1.5M

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

50 / 152 loaded

#		Instrument
1	Ocean Park Asset Management, LLC added	Shares	+1.9M	+$76.2M	$127.4M
2	Matthew Goff Investment Advisor, LLC new	Shares	+211.9K	+$8.5M	$8.5M
3	ARS Wealth Advisors Group, LLC added	Shares	+174.9K	+$7.1M	$14.7M
4	Vertrix Wealth Management, LLC new	Shares	+146.6K	+$5.9M	$5.9M
5	Cadent Capital Advisors, LLC new	Shares	+78.3K	+$3.2M	$3.2M
6	Merit Financial Group, LLC added	Shares	+77.2K	+$3.1M	$11.4M
7	Envestnet Portfolio Solutions, Inc. added	Shares	+61.9K	+$2.5M	$17.1M
8	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+47.4K	+$1.9M	$10.8M
9	HAMILTON CAPITAL PARTNERS, LLC new	Shares	+45.3K	+$1.8M	$1.8M
10	Secure Asset Management, LLC added	Shares	+23.7K	+$1.0M	$15.3M
11	COURIER CAPITAL LLC added	Shares	+23.6K	+$965.5K	$4.9M
12	Brookstone Capital Management new	Shares	+23.7K	+$954.5K	$954.5K
13	Farther Finance Advisors, LLC added	Shares	+18.9K	+$767.9K	$1.8M
14	Hennion & Walsh Asset Management, Inc. added	Shares	+15.8K	+$663.9K	$8.5M
15	Liberty Atlantic Advisors LLC added	Shares	+13.9K	+$571.5K	$4.1M
16	FORTEM FINANCIAL GROUP, LLC added	Shares	+12.7K	+$564.8K	$15.0M
17	STABLEFORD CAPITAL II LLC added	Shares	+12.3K	+$497.3K	$1.2M
18	Fragasso Financial Advisors Inc added	Shares	+7.5K	+$366.5K	$10.8M
19	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+8.8K	+$355.8K	$355.8K
20	MRA Advisory Group added	Shares	+6.8K	+$312.2K	$10.5M
21	Ninety One UK Ltd added	Shares	+6.2K	+$303.8K	$14.5M
22	Aspire Private Capital, LLC added	Shares	+6.7K	+$289.8K	$5.7M
23	Wealthcare Advisory Partners LLC new	Shares	+6.7K	+$271.0K	$271.0K
24	Apollon Wealth Management, LLC new	Shares	+5.8K	+$235.2K	$235.2K
25	ALBION FINANCIAL GROUP /UT added	Shares	+5.6K	+$235.2K	$2.5M
26	EWA, LLC new	Shares	+5.6K	+$226.2K	$226.2K
27	Raleigh Capital Management Inc. added	Shares	+4.6K	+$193.1K	$2.5M
28	Strategic Blueprint, LLC added	Shares	+3.9K	+$172.7K	$4.4M
29	PFG Investments, LLC added	Shares	+4.2K	+$169.1K	$595.0K
30	Hofer & Associates. Inc added	Shares	+3.8K	+$165.3K	$3.8M
31	Stablepoint Partners, LLC added	Shares	+3.1K	+$163.7K	$10.9M
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.3K	+$149.5K	$2.0M
33	Heritage Wealth Management, Inc. /CA/ added	Shares	+3.3K	+$139.1K	$2.3M
34	Sachetta, LLC added	Shares	+3.3K	+$138.3K	$1.2M
35	LOCKERMAN FINANCIAL GROUP, INC. added	Shares	+3.0K	+$123.9K	$589.4K
36	Friedenthal Financial added	Shares	+2.7K	+$117.4K	$2.4M
37	Wealth Management Associates, Inc. added	Shares	+2.3K	+$104.0K	$3.5M
38	Capital Investment Management, Inc. added	Shares	+2.3K	+$99.3K	$2.3M
39	City Center Advisors, LLC added	Shares	+2.3K	+$97.9K	$1.5M
40	PFG Advisors added	Shares	+2.1K	+$85.7K	$433.7K
41	Prospera Financial Services Inc added	Shares	+1.7K	+$81.3K	$3.5M
42	LANARK FINANCIAL, INC. added	Shares	+1.7K	+$76.8K	$2.4M
43	PCB Capital LLC added	Shares	+1.8K	+$73.1K	$281.7K
44	COUNTRY TRUST BANK added	Shares	+470	+$60.6K	$11.2M
45	Catalyst Capital Advisors LLC unchanged	Shares	0	+$56.2K	$15.1M
46	FLAGSTAR SECURITIES, INC added	Shares	+1.2K	+$53.0K	$948.8K
47	Legacy Wealth Partners, LLC added	Shares	+1.2K	+$49.8K	$555.4K
48	Investment Planning Advisors, Inc. added	Shares	+1.2K	+$49.5K	$445.3K
49	Beacon Financial Strategies CORP new	Shares	+925	+$37.3K	$37.3K
50	RFG Advisory, LLC added	Shares	+718	+$33.0K	$1.1M

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