13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
ALLW

SSGA ACTIVE TR

128 institutions still hold SSGA ACTIVE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P630·128 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.8%
vs prior quarter
13F value held
$321M
51.0% inst. owned
of float
Holders
128
-15 QoQ
filers reporting
Activity
+54 / −68
+818 added · −744 reduced
this quarter
Concentration
19.51%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

128 institutions reported ALLW in Q1 2026. AE Wealth Management LLC leads at 19.5% of the visible book. -15 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$63M2.2M0.34%Q1 202602
LPL Financial LLC
CIK 0001403438
$38M1.3M0.01%Q1 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$32M1.1M0.00%Q1 202604
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
CIK 0001103139
$31M1.1M1.09%Q1 202605
Rockefeller Capital Management L.P.
CIK 0001739439
$21M729K0.04%Q1 202606
CATALYST PRIVATE WEALTH, LLC
CIK 0001831193
$17M573K8.95%Q1 202607
National Philanthropic Trust
CIK 0001785342
$15M517K0.16%Q1 202608
Pinnacle Wealth Management, LLC
CIK 0001911464
$13M463K9.00%Q1 202609
Marshall Financial Group, LLC
CIK 0001841496
$12M432K1.99%Q1 202610
Steward Partners Investment Advisory, LLC
CIK 0001723397
$10M350K0.05%Q1 202611
Family Management Corp
CIK 0001539947
$9M317K1.10%Q1 202612
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$9M307K0.39%Q1 202613
Astoria Portfolio Advisors LLC.
CIK 0001931642
$8M260K1.65%Q1 202614
Mariner, LLC
CIK 0001373442
$8M263K0.01%Q1 202615
SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK 0001022837
$6M223K0.13%Q1 202616
Hobbs Group Advisors, LLC
CIK 0002012280
$6M221K1.91%Q1 202617
Alpha Financial Partners, LLC
CIK 0001966219
$6M210K3.59%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M200K0.02%Q1 202619
Stratos Investment Management, LLC
CIK 0001707206
$6M198K0.23%Q1 202620
Fortis Group Advisors, LLC
CIK 0001815183
$5M172K0.85%Q1 2026
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