13F Insight
DOSSIER · 13F Holders · Q2 2026
STOT

SSGA ACTIVE TR

75 institutions still hold SSGA ACTIVE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P200·75 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$286M
visible holders
Holders
75
filers reporting
Concentration
15.83%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

75 institutions reported STOT in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 15.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M963K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$45M962K0.01%Q2 202603
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$39M829K0.40%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$37M791K0.01%Q2 202605
MORGAN STANLEY
CIK 0000895421
$30M640K0.00%Q2 202606
Spinnaker Investment Group, LLC
CIK 0001911067
$14M297K2.24%Q2 202607
UBS Group AG
CIK 0001610520
$13M283K0.00%Q2 202608
Stratos Wealth Partners, LTD.
CIK 0001612865
$9M200K0.09%Q2 202609
Hofer & Associates. Inc
CIK 0001958491
$8M159K3.63%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$7M152K0.00%Q2 202611
Saiph Capital, LLC
CIK 0002052658
$7M149K2.10%Q2 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M128K0.00%Q2 202613
Great Lakes Retirement, Inc.
CIK 0001801667
$5M105K0.44%Q2 202614
Sanctuary Advisors, LLC
CIK 0001777271
$3M73K0.02%Q2 202615
Arrowroot Family Office, LLC
CIK 0002017744
$3M64K0.86%Q2 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$3M62K0.01%Q2 202617
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$3M60K0.34%Q2 202618
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M58K0.03%Q2 202619
Journey Advisory Group, LLC
CIK 0001840085
$3M56K0.20%Q2 202620
ASSETMARK, INC
CIK 0001344551
$2M51K0.00%Q2 2026
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