Stock ownership · SEC 13F · Q4 2025

SSGA ACTIVE ETF TR

Who owns SSGA ACTIVE ETF TR (CUSIP 78467V848)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$435K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $435K in SSGA ACTIVE ETF TR positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$435K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 78467V848 · Q4 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $0.4M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - SSGA ACTIVE ETF TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SSGA ACTIVE ETF TR
  1. 1
    Barnes Wealth Management Group, Inc $428K
  2. 2
    TD Capital Management LLC $5K
  3. 3
    MidFirst Bank $2K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a SSGA ACTIVE ETF TR position has fallen from 4 to 3 over the last 8 quarters of 13F filings.

1234567 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding SSGA ACTIVE ETF TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Barnes Wealth Management Group, Inc 10,624 $428K 98.4%
2 TD Capital Management LLC 130 $5K 1.2%
3 MidFirst Bank 47 $2K 0.4%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SSGA ACTIVE ETF TR's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Barnes Wealth Management Group, Inc $428K
MidFirst Bank $2K

Complete exits (5)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Pointe Capital Management LLC exited
Ariadne Wealth Management, LP exited
WJ Wealth Management, LLC exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold SSGA ACTIVE ETF TR?▼
SSGA ACTIVE ETF TR is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SSGA ACTIVE ETF TR?▼
Institutions report $435K of SSGA ACTIVE ETF TR as of Q4 2025.
How concentrated is ownership of SSGA ACTIVE ETF TR?▼
The top five institutional holders account for 100% of the reported institutional value in SSGA ACTIVE ETF TR, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SSGA ACTIVE ETF TR?▼
Barnes Wealth Management Group, Inc is the largest reported holder of SSGA ACTIVE ETF TR with $428K across 10,624 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.