13F reference period
Q2 2026
Security Snapshot
SSGA Active Trust - Exchange Traded Product (STOT) Institutional Ownership
CUSIP: 78470P200
13F Institutional Holders and Ownership History from Q2 2016 to Q3 2026
Institutions Reporting
71
Shares (Excl. Options)
6,674,245
Price
$47.06
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- STOT
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 6,674,245
- Total 13F value
- $314,078,222
- Portfolio coverage rank
- 0%
- Share change
- +1,328,493
- Value change
- +$62,500,626
- Number of holders
- 71
- Shares outstanding
- 6,046,755
- SEC-reported price per share
- $46.34
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
Filing notes and source
Key facts
- STOT - SSGA Active Trust - Exchange Traded Product is tracked under CUSIP 78470P200.
- 71 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 66 to 71 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $252,726,514 to $314,078,222.
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 71 institutions filings for Q2 2026.
Security key
78470P200
13F reference period
Q2 2026
13F holders
71
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 30 Jun 2026, 71 institutional investors reported holding 6,674,245 shares of SSGA Active Trust - Exchange Traded Product (STOT). This represents 110% 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
103%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 16% | 962,764 | +39% | 0% | $45,307,184 |
| LPL Financial LLC | 16% | 962,313 | +60% | 0.01% | $45,286,225 |
| Foundations Investment Advisors, LLC | 14% | 828,575 | +12% | 0.4% | $38,992,566 |
| RAYMOND JAMES FINANCIAL INC | 13% | 790,730 | +34% | 0.01% | $37,211,597 |
| MORGAN STANLEY | 11% | 639,696 | +39% | 0% | $30,103,966 |
| Spinnaker Investment Group, LLC | 4.9% | 297,491 | -45% | 2.2% | $13,999,860 |
| UBS Group AG | 4.7% | 283,469 | +2.4% | 0% | $13,340,051 |
| Stratos Wealth Partners, LTD. | 3.3% | 200,362 | 0.09% | $9,428,998 | |
| Hofer & Associates. Inc | 2.6% | 159,481 | +3.7% | 3.6% | $7,505,161 |
| ROYAL BANK OF CANADA | 2.5% | 151,707 | +21% | 0% | $7,139,000 |
| Saiph Capital, LLC | 2.5% | 149,132 | +1.6% | 2.1% | $7,018,122 |
| GOLDMAN SACHS GROUP INC | 2.1% | 127,555 | 0% | $6,002,713 | |
| Great Lakes Retirement, Inc. | 1.7% | 104,933 | +6.2% | 0.44% | $4,938,108 |
| Sanctuary Advisors, LLC | 1.2% | 73,045 | +1.5% | 0.02% | $3,437,476 |
| Arrowroot Family Office, LLC | 1.1% | 63,655 | -4.1% | 0.86% | $2,995,589 |
| Lineweaver Wealth Advisors, LLC | 1% | 60,381 | +4.3% | 0.34% | $2,841,512 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.96% | 58,273 | 0.03% | $2,742,330 | |
| Journey Advisory Group, LLC | 0.93% | 56,367 | +0.4% | 0.2% | $2,652,620 |
| ASSETMARK, INC | 0.84% | 50,964 | -0.45% | 0% | $2,398,356 |
| Janney Montgomery Scott LLC | 0.63% | 38,390 | +0.91% | 0% | $1,807,000 |
| Wealthcare Advisory Partners LLC | 0.6% | 36,252 | -9.1% | 0.03% | $1,706,000 |
| Global Assets Advisory, LLC | 0.57% | 34,267 | 0.35% | $1,605,423 | |
| Ashton Thomas Private Wealth, LLC | 0.55% | 33,496 | 0.03% | $1,576,311 | |
| HighTower Advisors, LLC | 0.53% | 32,138 | +4.7% | 0% | $1,512,395 |
| Integrated Wealth Concepts LLC | 0.52% | 31,186 | +9% | 0.01% | $1,467,591 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
42
Headline period
Q2 2026
Rows shown
1-25 of 42
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 452,671 | $20,975,670 | -$13,309,594 | $46.34 | 19 |
| 2026 Q2 | 6,674,245 | $314,078,222 | +$62,500,626 | $47.06 | 71 |
| 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 |