13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
PRIV

SSGA ACTIVE TR

27 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 78470P622·27 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.8%
vs prior quarter
13F value held
$814M
64.0% inst. owned
of float
Holders
27
+33 QoQ
filers reporting
Activity
+41 / −24
+865 added · −755 reduced
this quarter
Concentration
91.33%
TEXAS PERMANENT SCHOOL FUND CORP #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported PRIV in Q1 2026. TEXAS PERMANENT SCHOOL FUND CORP leads at 91.3% of the visible book. +33 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
TEXAS PERMANENT SCHOOL FUND CORP
CIK 0001223779
$743M29.5M27.55%Q1 202602
Gradient Investments LLC
CIK 0001542265
$23M895K0.35%Q1 202603
Apollo Management Holdings, L.P.
CIK 0001449434
$20M790K0.26%Q1 202604
Beaumont Financial Advisors, LLC
CIK 0001957394
$8M331K0.57%Q1 202605
CITADEL ADVISORS LLC
CIK 0001423053
$3M130K0.00%Q4 202506
Reflection Asset Management
CIK 0002108398
$3M104K1.88%Q4 202507
Mattson Financial Services, LLC
CIK 0002034595
$2M98K0.59%Q1 202608
Auour Investments LLC
CIK 0001789310
$2M96K0.76%Q1 202609
Wealth Management Nebraska
CIK 0002042783
$2M68K0.17%Q1 202610
Brown Financial Advisors
CIK 0002035548
$1M59K0.57%Q1 202611
Beta Wealth Group, Inc.
CIK 0001594417
$985,02439K0.41%Q1 202612
Paladin Wealth, LLC
CIK 0002040377
$805,68732K0.55%Q1 202613
SMART Wealth LLC
CIK 0002044723
$734,43029K0.22%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$727,83529K0.00%Q1 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$588,19023K0.00%Q1 202616
NAPA WEALTH MANAGEMENT
CIK 0001602844
$462,98118K0.22%Q3 202517
MATHER GROUP, LLC.
CIK 0001527641
$443,06618K0.00%Q1 202618
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$354,38214K0.34%Q4 202519
Koshinski Asset Management, Inc.
CIK 0001633389
$275,14911K0.02%Q1 202620
Zullo Investment Group, Inc.
CIK 0001909760
$228,2939K0.09%Q1 2026
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