Latest Period
Q4 2025
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
65
Shares (Excl. Options)
4,231,078
Price
$47.28
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- Type / Class
- Equity / Exchange Traded Product
- Symbol
- STOT
- Shares outstanding
- 6,046,755
- Price per share
- $47.14
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 4,231,078
- Total reported value
- $200,045,222
- % of total 13F portfolios
- 0%
- Share change
- +425,309
- Value change
- +$20,307,560
- Number of holders
- 65
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- STOT - SSGA Active Trust - Exchange Traded Product is tracked under CUSIP 78470P200.
- 65 institutions reported positions in Q4 2025.
- 1 significant owner is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 65 to 25 between Q4 2025 and Q1 2026.
- Reported value moved from $200,045,222 to $47,952,086.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 65 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 78470P200?
CUSIP 78470P200 identifies STOT - SSGA Active Trust - Exchange Traded Product in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 78470P200:
Significant Owners of SSGA Active Trust - Exchange Traded Product (STOT) based on Schedule 13D/G filings
| 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, 65 institutional investors reported holding 4,231,078 shares of SSGA Active Trust - Exchange Traded Product (STOT). This represents 70% of the company’s total 6,046,755 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of SSGA Active Trust - Exchange Traded Product (STOT) together control 66% 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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 9.8% | 593,138 | +51% | 0.01% | $28,043,541 |
| 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 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 82,260 | -14% | 0% | $3,889,253 |
| 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 |
Institutional Holders of SSGA Active Trust - Exchange Traded Product (STOT) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,017,472 | $47,952,086 | -$1,755,874 | $47.13 | 25 |
| 2025 Q4 | 4,231,078 | $200,045,222 | +$20,307,560 | $47.28 | 65 |
| 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 |