13F Insight
DOSSIER · 13F Holders · Q4 2025Most-boughtAI cap-ex
SPIN

SSGA ACTIVE TR

16 institutions still hold SSGA ACTIVE TR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P838·16 13F holders·last filed Dec 31, 2025
Market cap
—
▼ 4.9%
vs prior quarter
13F value held
$40M
61.0% inst. owned
of float
Holders
16
-98 QoQ
filers reporting
Activity
+56 / −70
+851 added · −789 reduced
this quarter
Concentration
50.29%
SK Wealth Management, LLC #1
top holder share
AI Holders Summary · Q4 2025

16 institutions reported SPIN in Q4 2025. SK Wealth Management, LLC leads at 50.3% of the visible book. -98 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SK Wealth Management, LLC
CIK 0001867958
$20M602K5.55%Q4 202502
Hedeker Wealth, LLC
CIK 0001633910
$14M452K2.91%Q1 202603
OPTIMA CAPITAL LLC
CIK 0002070972
$1M37K0.52%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$939,26531K0.00%Q1 202605
Austin Private Wealth, LLC
CIK 0001800328
$734,59323K0.05%Q4 202506
Cerity Partners LLC
CIK 0001566475
$724,13124K0.00%Q1 202607
WealthPoint Financial, LLC
CIK 0002040860
$484,70615K0.42%Q1 202608
OLD MISSION CAPITAL LLC
CIK 0001455915
$471,99815K0.01%Q1 202609
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$350,98411K0.04%Q1 202610
THOMPSON DAVIS & CO., INC.
CIK 0001017284
$301,91710K0.20%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$254,6718K0.00%Q1 202612
EWG Elevate Inc.
CIK 0001765278
$236,8498K0.07%Q3 202513
Avior Wealth Management, LLC
CIK 0001599868
$228,9628K0.01%Q1 202614
CWM, LLC
CIK 0001535847
$43,2591K0.00%Q1 202615
Allworth Financial LP
CIK 0001555170
$12,2124000.00%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025