DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

ULST

SSGA ACTIVE TRUST SPDR SSGA UL

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

CUSIP 78467v707·110 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 4.1%

vs prior quarter

13F value held

$413M

54.0% inst. owned

of float

Holders

110

+52 QoQ

filers reporting

Activity

+22 / −33

+909 added · −676 reduced

this quarter

Concentration

38.70%

CWM, LLC #1

top holder share

AI Holders Summary · Q1 2026

110 institutions reported ULST in Q1 2026. CWM, LLC leads at 38.7% of the visible book. +52 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

$160M3.9M0.42%Q1 2026 02

LPL Financial LLC

$52M1.3M0.01%Q1 2026 03

$28M693K0.00%Q1 2026 04

Avestar Capital, LLC

$24M590K1.53%Q1 2026 05

BIP Wealth, LLC

$24M588K0.97%Q1 2026 06

PTM WEALTH MANAGEMENT, LLC

$19M472K10.09%Q1 2026 07

AQR CAPITAL MANAGEMENT LLC

$19M460K0.01%Q1 2026 08

CITADEL ADVISORS LLC

$13M325K0.00%Q4 2025 09

BANK OF AMERICA CORP /DE/

$11M278K0.00%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

$11M277K0.00%Q1 2026 11

Stablepoint Partners, LLC

$9M216K1.30%Q1 2026 12

IEQ CAPITAL, LLC

$8M193K0.04%Q1 2026 13

Elevation Capital Advisory, LLC

$7M179K3.08%Q1 2026 14

ORBA Wealth Advisors, L.L.C.

$5M123K5.93%Q1 2026 15

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$5M121K0.01%Q1 2026 16

David Kennon Inc

$4M108K1.56%Q1 2026 17

Norris Financial Group, LLC

$4M106K1.41%Q1 2026 18

$4M88K0.00%Q1 2026 19

BridgePort Financial Solutions, LLC

$3M76K0.88%Q1 2026 20

WT Wealth Management

$3M72K0.86%Q1 2026

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