Latest Period
Q1 2026
Security Snapshot
SSGA Active Trust - Exchange Traded Product (STOT) Institutional Ownership
CUSIP: 78470P200
13F Institutional Holders and Ownership History from Q2 2016 to Q1 2026
Institutions Reporting
66
Shares (Excl. Options)
5,362,351
Price
$47.13
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- STOT
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,362,351
- Total 13F value
- $252,726,514
- Portfolio coverage rank
- 0%
- Share change
- +1,131,470
- Value change
- +$53,312,710
- Number of holders
- 66
- Shares outstanding
- 6,046,755
- SEC-reported price per share
- $46.93
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- STOT - SSGA Active Trust - Exchange Traded Product is tracked under CUSIP 78470P200.
- 66 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 66 to 66 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $200,073,779 to $252,726,514.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 66 institutions filings for Q1 2026.
Security key
78470P200
Latest holder period
Q1 2026
13F holders
66
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 78470P200:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
STOT
| 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 Mar 2026, 66 institutional investors reported holding 5,362,351 shares of SSGA Active Trust - Exchange Traded Product (STOT). This represents 89% of the company’s total 6,046,755 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
84%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 12% | 740,512 | +33% | 0.43% | $34,900,318 |
| BANK OF AMERICA CORP /DE/ | 11% | 690,736 | +740% | 0% | $32,554,374 |
| LPL Financial LLC | 10% | 602,118 | +17% | 0.01% | $28,377,840 |
| RAYMOND JAMES FINANCIAL INC | 9.8% | 591,872 | -0.21% | 0.01% | $27,894,944 |
| Spinnaker Investment Group, LLC | 9% | 543,494 | -6% | 5.2% | $25,614,895 |
| MORGAN STANLEY | 7.6% | 461,184 | +14% | 0% | $21,735,604 |
| UBS Group AG | 4.6% | 276,896 | +163% | 0% | $13,050,108 |
| Hofer & Associates. Inc | 2.5% | 153,753 | +2.6% | 3.9% | $7,246,389 |
| Saiph Capital, LLC | 2.4% | 146,822 | -6.5% | 2.6% | $6,919,721 |
| ROYAL BANK OF CANADA | 2.1% | 125,382 | +2834% | 0% | $5,909,000 |
| Great Lakes Retirement, Inc. | 1.6% | 98,815 | +10% | 0.48% | $4,657,164 |
| Sanctuary Advisors, LLC | 1.2% | 71,976 | +52% | 0.02% | $3,392,222 |
| Arrowroot Family Office, LLC | 1.1% | 66,361 | -35% | 1% | $3,127,580 |
| Lineweaver Wealth Advisors, LLC | 0.96% | 57,901 | +16% | 0.37% | $2,728,880 |
| Journey Advisory Group, LLC | 0.93% | 56,141 | -63% | 0.23% | $2,645,925 |
| CITADEL ADVISORS LLC | 0.9% | 54,317 | 0% | $2,559,960 | |
| ASSETMARK, INC | 0.85% | 51,193 | -8.9% | 0% | $2,412,726 |
| Wealthcare Advisory Partners LLC | 0.66% | 39,892 | +1.8% | 0.04% | $1,880,110 |
| Janney Montgomery Scott LLC | 0.63% | 38,045 | +1.4% | 0% | $1,793,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.58% | 35,213 | 0% | $1,659,589 | |
| Rockefeller Capital Management L.P. | 0.56% | 34,026 | +149% | 0% | $1,603,647 |
| ENVESTNET ASSET MANAGEMENT INC | 0.55% | 32,955 | +101% | 0% | $1,553,177 |
| HighTower Advisors, LLC | 0.51% | 30,699 | +1.2% | 0% | $1,446,912 |
| Focus Financial Network, Inc. | 0.49% | 29,588 | -52% | 0.05% | $1,394,463 |
| Integrated Wealth Concepts LLC | 0.47% | 28,601 | +1.8% | 0.01% | $1,347,938 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
40
Latest
Q1 2026
Rows shown
1-25 of 40
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,362,351 | $252,726,514 | +$53,312,710 | $47.13 | 66 |
| 2025 Q4 | 4,231,682 | $200,073,779 | +$20,307,560 | $47.28 | 66 |
| 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 |