Filing Research | SSGA ACTIVE ETF TR Institutional Holdings

Snapshot holdings

50 / 94 loaded

#		Instrument	quantity
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	6.0MSH	$235.9M
2	TECTONIC ADVISORS LLC	Shares	2.6MSH	$104.5M
3	CAPITAL ADVISORS INC/OK	Shares	1.4MSH	$54.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.1MSH	$43.4M
5	WEATHERLY ASSET MANAGEMENT L. P.	Shares	678.9KSH	$26.8M
6	San Luis Wealth Advisors LLC	Shares	561.8KSH	$22.2M
7	LIGHTHOUSE FINANCIAL SERVICES INC /ADV	Shares	504.6KSH	$19.8M
8	HOWARD FINANCIAL SERVICES, LTD.	Shares	492.4KSH	$19.4M
9	Cornerstone Wealth Management, LLC	Shares	335.1KSH	$13.2M
10	Ballew Advisors, Inc	Shares	288.0KSH	$11.3M
11	Envestnet Portfolio Solutions, Inc.	Shares	280.0KSH	$11.1M
12	Brookstone Capital Management	Shares	265.6KSH	$10.5M
13	Finivi Inc.	Shares	261.5KSH	$10.3M
14	Austin Wealth Management, LLC	Shares	253.1KSH	$9.9M
15	Cerro Pacific Wealth Advisors LLC	Shares	248.7KSH	$9.8M
16	Stablepoint Partners, LLC	Shares	219.8KSH	$8.7M
17	Elmwood Wealth Management, Inc.	Shares	181.7KSH	$7.2M
18	VISIONARY HORIZONS, LLC	Shares	149.9KSH	$5.9M
19	Aprio Wealth Management, LLC	Shares	137.9KSH	$5.4M
20	ARS Wealth Advisors Group, LLC	Shares	132.4KSH	$5.2M
21	PARAGON CAPITAL MANAGEMENT INC	Shares	100.1KSH	$4.0M
22	Avior Wealth Management, LLC	Shares	97.5KSH	$3.8M
23	Heritage Wealth Management, Inc. /CA/	Shares	84.3KSH	$3.3M
24	Sharkey, Howes & Javer	Shares	81.3KSH	$3.2M
25	John W. Brooker & Co., CPAs	Shares	77.9KSH	$3.1M
26	Bank of New Hampshire	Shares	77.6KSH	$3.1M
27	Midwest Financial Network, LLC	Shares	61.5KSH	$2.4M
28	Johnson Bixby & Associates, LLC	Shares	58.9KSH	$2.3M
29	Cooper Financial Group	Shares	50.7KSH	$2.0M
30	Selby Wealth Management, LLC	Shares	39.2KSH	$1.5M
31	1620 INVESTMENT ADVISORS, INC.	Shares	37.5KSH	$1.5M
32	Marshall Financial Group, LLC	Shares	37.1KSH	$1.5M
33	Jefferson Bridge Capital, LLC	Shares	36.8KSH	$1.5M
34	Wealth Enhancement Trust Services, Inc.	Shares	34.7KSH	$1.4M
35	Peak Financial Management, Inc.	Shares	32.5KSH	$1.3M
36	WEBSTER BANK, N. A.	Shares	31.7KSH	$1.3M
37	LANARK FINANCIAL, INC.	Shares	28.7KSH	$1.1M
38	PFG Investments, LLC	Shares	27.0KSH	$1.1M
39	MBL Wealth, LLC	Shares	26.5KSH	$1.0M
40	Veracity Capital LLC	Shares	25.1KSH	$992.1K
41	Pettinga Financial Advisors LLC	Shares	24.1KSH	$952.8K
42	American Institute for Advanced Investment Management, LLP	Shares	23.4KSH	$923.4K
43	Merit Financial Group, LLC	Shares	22.4KSH	$882.5K
44	IFP Advisors, Inc	Shares	22.0KSH	$866.4K
45	FLAGSHIP HARBOR ADVISORS, LLC	Shares	21.6KSH	$850.6K
46	BCS Wealth Management	Shares	21.4KSH	$843.1K
47	Farther Finance Advisors, LLC	Shares	21.1KSH	$831.6K
48	GREATMARK INVESTMENT PARTNERS, INC.	Shares	20.2KSH	$798.3K
49	Carlton Hofferkamp & Jenks Wealth Management, LLC	Shares	19.2KSH	$744.3K
50	PFG Advisors	Shares	17.9KSH	$707.9K

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

50 / 97 loaded

#		Instrument
1	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+331.5K	+$11.6M	$235.9M
2	Aprio Wealth Management, LLC added	Shares	+117.9K	+$4.6M	$5.4M
3	TECTONIC ADVISORS LLC added	Shares	+106.1K	+$3.5M	$104.5M
4	ARS Wealth Advisors Group, LLC added	Shares	+82.2K	+$3.2M	$5.2M
5	Envestnet Portfolio Solutions, Inc. added	Shares	+76.1K	+$3.0M	$11.1M
6	Cornerstone Wealth Management, LLC added	Shares	+67.2K	+$2.6M	$13.2M
7	Bank of New Hampshire added	Shares	+34.5K	+$1.4M	$3.1M
8	Veracity Capital LLC new	Shares	+25.1K	+$992.1K	$992.1K
9	Cerro Pacific Wealth Advisors LLC added	Shares	+24.0K	+$887.9K	$9.8M
10	Pettinga Financial Advisors LLC added	Shares	+18.4K	+$724.9K	$952.8K
11	WEATHERLY ASSET MANAGEMENT L. P. added	Shares	+22.4K	+$711.7K	$26.8M
12	IFP Advisors, Inc added	Shares	+16.6K	+$654.1K	$866.4K
13	Cooper Financial Group added	Shares	+16.0K	+$620.7K	$2.0M
14	JBR Co Financial Management Inc new	Shares	+13.8K	+$543.4K	$543.4K
15	Ballew Advisors, Inc added	Shares	+15.0K	+$462.0K	$11.3M
16	Wealth Enhancement Trust Services, Inc. added	Shares	+11.5K	+$446.8K	$1.4M
17	Monument Capital Management new	Shares	+9.6K	+$377.4K	$377.4K
18	NWAM LLC new	Shares	+9.5K	+$376.9K	$376.9K
19	Midwest Financial Network, LLC added	Shares	+9.6K	+$363.9K	$2.4M
20	Stablepoint Partners, LLC added	Shares	+8.2K	+$267.5K	$8.7M
21	Heritage Wealth Management, Inc. /CA/ added	Shares	+7.0K	+$257.5K	$3.3M
22	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+6.0K	+$236.6K	$236.6K
23	Hudson Capital Management LLC added	Shares	+5.9K	+$231.2K	$450.6K
24	Spinnaker Investment Group, LLC added	Shares	+5.8K	+$224.7K	$641.9K
25	Elmwood Wealth Management, Inc. added	Shares	+6.5K	+$212.5K	$7.2M
26	John W. Brooker & Co., CPAs added	Shares	+4.8K	+$171.3K	$3.1M
27	Triumph Capital Management added	Shares	+3.0K	+$115.9K	$606.0K
28	PARAGON CAPITAL MANAGEMENT INC added	Shares	+3.5K	+$113.7K	$4.0M
29	First Heartland Consultants, Inc. added	Shares	+2.4K	+$92.7K	$413.1K
30	Objective Capital Management, LLC added	Shares	+2.1K	+$81.1K	$347.3K
31	NORTHBRIDGE FINANCIAL GROUP, LLC added	Shares	+2.1K	+$79.1K	$460.9K
32	Barnes Wealth Management Group, Inc added	Shares	+1.9K	+$71.6K	$520.7K
33	Independent Wealth Network Inc. added	Shares	+1.7K	+$64.0K	$685.9K
34	Cape Investment Advisory, Inc. new	Shares	+1.6K	+$63.7K	$63.7K
35	McNamara Financial Services, Inc. added	Shares	+1.3K	+$46.3K	$654.7K
36	WEBSTER BANK, N. A. added	Shares	+1.2K	+$39.7K	$1.3M
37	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+964	+$34.2K	$624.0K
38	American Institute for Advanced Investment Management, LLP added	Shares	+632	+$19.1K	$923.4K
39	Marshall Financial Group, LLC added	Shares	+673	+$17.1K	$1.5M
40	DAVENPORT & Co LLC added	Shares	+359	+$11.1K	$477.6K
41	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+257	+$4.6K	$850.6K
42	Blue Zone Wealth Advisors, LLC added	Shares	+151	+$2.9K	$478.1K
43	FLAGSTAR SECURITIES, INC added	Shares	+157	+$2.5K	$560.5K
44	GHP Investment Advisors, Inc. added	Shares	+14	+$263	$44.3K
45	Capital Advisors, Ltd. LLC added	Shares	+816	+$17	$2.3K
46	Versant Capital Management, Inc unchanged	Shares	0	-$4	$632
47	LRI Investments, LLC unchanged	Shares	0	-$17	$2.6K
48	Golden State Wealth Management, LLC unchanged	Shares	0	-$18	$2.7K
49	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$29	$4.5K
50	Vision Retirement, LLC unchanged	Shares	0	-$35	$5.4K

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