| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.3% | -29% | $15,185,818 | -$3,357,268 | 320,478 | -18% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Sep 2025 |
As of 31 Dec 2025, 51 institutional investors reported holding 3,468,654 shares of SSGA Active Trust - Exchange Traded Product (STOT). This represents 57% of the company’s total 6,046,755 outstanding shares.
The largest institutional shareholders of SSGA Active Trust - Exchange Traded Product (STOT) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Spinnaker Investment Group, LLC | 9.6% | 578,169 | +2.4% | 5% | $27,335,812 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 9.2% | 556,630 | +74% | 0.35% | $26,317,462 |
| LPL Financial LLC | 8.5% | 514,732 | -5.1% | 0.01% | $24,336,504 |
| MORGAN STANLEY | 6.7% | 405,823 | +199% | 0% | $19,187,311 |
| Saiph Capital, LLC | 2.6% | 157,063 | +4.9% | 2.8% | $7,425,939 |
| Journey Advisory Group, LLC | 2.5% | 152,441 | -12% | 0.61% | $7,207,410 |
| Hofer & Associates. Inc | 2.5% | 149,814 | +4.6% | 3.8% | $7,083,210 |
| UBS Group AG | 1.7% | 105,204 | +7.3% | 0% | $4,974,046 |
| Arrowroot Family Office, LLC | 1.7% | 102,097 | +4.1% | 1.8% | $4,827,150 |
| Great Lakes Retirement, Inc. | 1.5% | 89,675 | +4.6% | 0.44% | $4,239,853 |
| Focus Financial Network, Inc. | 1% | 61,914 | +0.18% | 0.1% | $2,927,276 |
| ASSETMARK, INC | 0.93% | 56,196 | -25% | 0.01% | $2,656,947 |
| PARAGON CAPITAL MANAGEMENT INC | 0.91% | 55,007 | +1.5% | 2% | $2,600,719 |
| Lineweaver Wealth Advisors, LLC | 0.83% | 50,065 | +8.6% | 0.32% | $2,367,069 |
| Sanctuary Advisors, LLC | 0.78% | 47,449 | +4.4% | 0.01% | $2,243,381 |
| Wealthcare Advisory Partners LLC | 0.65% | 39,171 | +24% | 0.04% | $1,852,005 |
| Janney Montgomery Scott LLC | 0.62% | 37,520 | +17% | 0% | $1,774,000 |
| HighTower Advisors, LLC | 0.5% | 30,333 | -1.5% | 0% | $1,434,125 |
| Integrated Wealth Concepts LLC | 0.46% | 28,097 | -9.1% | 0.02% | $1,328,433 |
| Eldridge Investment Advisors, Inc. | 0.43% | 26,248 | -1.2% | 0.27% | $1,241,004 |
| EXENCIAL WEALTH ADVISORS, LLC | 0.4% | 24,021 | -2.6% | 0.04% | $1,135,724 |
| MSH Capital Advisors LLC | 0.38% | 23,201 | +1.5% | 0.23% | $1,096,954 |
| Clearwater Capital Advisors, LLC | 0.38% | 22,721 | -0.75% | 0.09% | $1,074,249 |
| FLOW TRADERS U.S. LLC | 0.35% | 21,122 | 0.03% | $999,000 | |
| Proficio Capital Partners LLC | 0.29% | 17,727 | 0% | 0.06% | $838,133 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,468,654 | $163,997,731 | +$22,115,223 | $47.28 | 51 |
| 2025 Q3 | 3,800,267 | $179,850,136 | +$26,496,711 | $47.38 | 67 |
| 2025 Q2 | 3,201,179 | $151,567,676 | +$30,437,336 | $47.35 | 63 |
| 2025 Q1 | 2,491,120 | $117,703,867 | -$12,367,345 | $47.25 | 58 |
| 2024 Q4 | 2,852,670 | $133,719,031 | -$45,888,217 | $46.86 | 62 |
| 2024 Q3 | 3,744,184 | $180,958,998 | +$74,969,450 | $47.47 | 63 |
| 2024 Q2 | 2,227,984 | $104,387,459 | -$20,838,091 | $46.85 | 55 |
| 2024 Q1 | 2,685,201 | $126,160,320 | +$12,449,186 | $46.99 | 54 |
| 2023 Q4 | 2,442,212 | $114,392,380 | +$31,039,850 | $46.84 | 54 |
| 2023 Q3 | 1,727,361 | $80,163,407 | -$1,976,787 | $46.41 | 44 |
| 2023 Q2 | 1,769,087 | $82,198,294 | +$218,015 | $46.44 | 41 |
| 2023 Q1 | 1,746,138 | $81,040,077 | +$7,598,986 | $46.44 | 45 |
| 2022 Q4 | 1,504,761 | $69,345,960 | +$2,323,223 | $46.08 | 41 |
| 2022 Q3 | 1,453,770 | $66,920,625 | -$7,374,001 | $46.02 | 44 |
| 2022 Q2 | 1,613,513 | $75,231,656 | +$7,558,982 | $46.63 | 45 |
| 2022 Q1 | 1,450,487 | $69,145,478 | -$27,277,779 | $47.69 | 47 |
| 2021 Q4 | 1,914,596 | $93,909,292 | -$23,015,177 | $49.10 | 47 |
| 2021 Q3 | 2,064,850 | $102,339,700 | +$22,457,185 | $49.57 | 37 |
| 2021 Q2 | 1,557,142 | $77,479,722 | +$12,537,011 | $49.76 | 36 |
| 2021 Q1 | 1,436,937 | $71,334,710 | -$6,142,774 | $49.64 | 38 |
| 2020 Q4 | 1,506,565 | $75,070,707 | +$1,179,081 | $49.83 | 40 |
| 2020 Q3 | 1,383,483 | $68,813,053 | +$3,164,578 | $49.75 | 35 |
| 2020 Q2 | 1,338,265 | $66,361,277 | -$5,771,194 | $49.59 | 36 |
| 2020 Q1 | 1,459,444 | $70,400,856 | +$11,039,076 | $48.22 | 39 |
| 2019 Q4 | 1,259,581 | $62,316,873 | +$7,389,427 | $49.47 | 39 |
| 2019 Q3 | 1,064,546 | $52,867,921 | +$612,583 | $49.67 | 30 |
| 2019 Q2 | 997,851 | $49,578,925 | -$1,900,801 | $49.69 | 29 |
| 2019 Q1 | 1,048,032 | $51,616,818 | +$8,361,577 | $49.24 | 28 |
| 2018 Q4 | 878,583 | $42,735,640 | -$9,752,113 | $48.64 | 21 |
| 2018 Q3 | 1,041,285 | $48,392,205 | -$1,978,346 | $48.79 | 22 |
| 2018 Q2 | 1,080,613 | $50,374,268 | +$25,838,271 | $48.79 | 22 |
| 2018 Q1 | 467,973 | $22,978,897 | +$2,228,641 | $49.10 | 19 |
| 2017 Q4 | 393,555 | $19,440,000 | +$345,960 | $49.39 | 13 |
| 2017 Q3 | 386,319 | $19,226,000 | +$1,717,445 | $49.77 | 15 |
| 2017 Q2 | 388,924 | $19,270,000 | +$3,874,993 | $49.55 | 13 |
| 2017 Q1 | 310,638 | $15,427,000 | +$455,606 | $49.67 | 8 |
| 2016 Q4 | 301,472 | $14,930,000 | -$33,881,672 | $49.53 | 7 |
| 2016 Q3 | 966,130 | $48,813,000 | -$929,165 | $50.52 | 3 |
| 2016 Q2 | 984,523 | $49,640,000 | +$49,640,000 | $50.47 | 2 |