Stammdaten
Unternehmen & Branche
| Name | SSGA Active Trust |
|---|---|
| Ticker | – |
| CIK | 0001516212 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Geschäftsadresse | ONE CONGRESS STREET, 02114 BOSTON, MA |
|---|---|
| Telefon | 6176643920 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Frühere Namen | SSgA Active ETF Trust (bis 2014) |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | 29.455.888 | 29.455.888 | 0 | 741.551.980 | Unverändert | 0,0% | |
| LPL Financial LLC | 16.453.691 | 0 | 16.453.691 | 639.107.971 | Neu | +100,0% | |
| FMR LLC | 13.819.750 | 0 | 13.819.750 | 549.058.693 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 9.498.824 | 0 | 9.498.824 | 375.065.947 | Neu | +100,0% | |
| Lido Advisors, LLC | 14.284.621 | 0 | 14.284.621 | 356.868.721 | Neu | +100,0% | |
| MORGAN STANLEY | 8.431.409 | 0 | 8.431.409 | 326.339.534 | Neu | +100,0% | |
| Envestnet Portfolio Solutions, Inc. | 6.210.248 | 6.170.671 | 39.577 | 258.675.629 | Aufgestockt | +0,6% | |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.990.437 | 5.663.904 | 326.533 | 236.807.154 | Aufgestockt | +5,8% | |
| CWM, LLC | 5.821.397 | 0 | 5.821.397 | 226.740.724 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 3.570.369 | 0 | 3.570.369 | 139.280.864 | Neu | +100,0% | |
| UBS Group AG | 3.346.586 | 0 | 3.346.586 | 124.338.976 | Neu | +100,0% | |
| TECTONIC ADVISORS LLC | 2.646.939 | 2.540.874 | 106.065 | 104.474.694 | Aufgestockt | +4,2% | |
| WELLS FARGO & COMPANY/MN | 2.810.667 | 0 | 2.810.667 | 100.202.862 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 2.645.610 | 0 | 2.645.610 | 92.743.931 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 2.331.379 | 0 | 2.331.379 | 85.766.977 | Neu | +100,0% | |
| AE Wealth Management LLC | 2.591.048 | 0 | 2.591.048 | 78.802.287 | Neu | +100,0% | |
| Kestra Investment Management, LLC | 1.981.354 | 0 | 1.981.354 | 78.719.179 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 2.469.437 | 0 | 2.469.437 | 73.106.955 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 1.830.235 | 0 | 1.830.235 | 72.004.000 | Neu | +100,0% | |
| Cheviot Value Management, LLC | 1.379.788 | 0 | 1.379.788 | 54.818.975 | Neu | +100,0% | |
| CAPITAL ADVISORS INC/OK | 1.368.928 | 1.391.299 | -22.371 | 54.031.604 | Reduziert | -1,6% | |
| Corient Private Wealth LLC | 1.332.420 | 0 | 1.332.420 | 52.822.305 | Neu | +100,0% | |
| ZEGA Investments, LLC | 1.894.981 | 0 | 1.894.981 | 52.756.278 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 1.510.915 | 0 | 1.510.915 | 52.727.211 | Neu | +100,0% | |
| HighTower Advisors, LLC | 1.348.979 | 0 | 1.348.979 | 50.157.141 | Neu | +100,0% | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 1.033.934 | 0 | 1.033.934 | 47.271.584 | Neu | +100,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.176.431 | 1.304.338 | -127.907 | 45.359.097 | Reduziert | -9,8% | |
| Morling Financial Advisors, LLC | 1.102.242 | 0 | 1.102.242 | 43.792.094 | Neu | +100,0% | |
| Heartwood Wealth Advisors LLC | 1.759.581 | 1.632.253 | 127.328 | 43.765.227 | Aufgestockt | +7,8% | |
| Marshall Financial Group, LLC | 1.583.161 | 1.528.947 | 54.214 | 42.974.367 | Aufgestockt | +3,5% | |
| Cerity Partners LLC | 1.092.948 | 0 | 1.092.948 | 41.539.475 | Neu | +100,0% | |
| Impact Partnership Wealth, LLC | 1.491.278 | 104.431 | 1.386.847 | 37.341.591 | Aufgestockt | +1328,0% | |
| Private Advisor Group, LLC | 823.847 | 758.864 | 64.983 | 35.952.736 | Aufgestockt | +8,6% | |
| Concord Wealth Partners | 1.262.818 | 1.214.293 | 48.525 | 35.295.761 | Aufgestockt | +4,0% | |
| Aspire Private Capital, LLC | 1.058.553 | 1.114.619 | -56.066 | 35.262.460 | Reduziert | -5,0% | |
| Mariner, LLC | 816.808 | 0 | 816.808 | 34.234.425 | Neu | +100,0% | |
| Concord Asset Management, LLC/VA | 1.185.108 | 1.142.730 | 42.378 | 33.123.762 | Aufgestockt | +3,7% | |
| Gradient Investments LLC | 1.253.763 | 1.132.292 | 121.471 | 31.526.738 | Aufgestockt | +10,7% | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1.081.450 | 0 | 1.081.450 | 31.199.833 | Neu | +100,0% | |
| Apollo Management Holdings, L.P. | 1.224.996 | 0 | 1.224.996 | 30.815.300 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 767.956 | 0 | 767.956 | 30.564.768 | Neu | +100,0% | |
| Hedeker Wealth, LLC | 1.077.758 | 0 | 1.077.758 | 30.356.191 | Neu | +100,0% | |
| Cetera Investment Advisers | 635.860 | 0 | 635.860 | 28.654.551 | Neu | +100,0% | |
| WCG Wealth Advisors LLC | 684.407 | 0 | 684.407 | 27.191.493 | Neu | +100,0% | |
| FAS Wealth Partners, Inc. | 682.427 | 541.776 | 140.651 | 26.935.395 | Aufgestockt | +26,0% | |
| WEATHERLY ASSET MANAGEMENT L. P. | 678.852 | 656.496 | 22.356 | 26.794.284 | Aufgestockt | +3,4% | |
| Horizon Investments, LLC | 677.572 | 0 | 677.572 | 26.696.337 | Neu | +100,0% | |
| LANDMARK WEALTH MANAGEMENT, INC. | 672.989 | 0 | 672.989 | 26.605.068 | Neu | +100,0% | |
| Hibernia Wealth Partners, LLC | 629.665 | 1.173.645 | -543.980 | 24.794.818 | Reduziert | -46,3% | |
| WOODMONT INVESTMENT COUNSEL LLC | 673.696 | 607.553 | 66.143 | 24.605.280 | Aufgestockt | +10,9% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | 29.455.888 | 29.455.888 | 0,0% | 741.551.980 | 30,12 | 100 % | 2 Q |
| Envestnet Portfolio Solutions, Inc. | 6.210.248 | 6.170.671 | +0,6% | 258.675.629 | 10,51 | 100 % | 12 Q |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.990.437 | 5.663.904 | +5,8% | 236.807.154 | 9,62 | 0 % | 17 Q |
| TECTONIC ADVISORS LLC | 2.646.939 | 2.540.874 | +4,2% | 104.474.694 | 4,24 | 0 % | 12 Q |
| CAPITAL ADVISORS INC/OK | 1.368.928 | 1.391.299 | -1,6% | 54.031.604 | 2,19 | 0 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.176.431 | 1.304.338 | -9,8% | 45.359.097 | 1,84 | 4 % | 16 Q |
| Heartwood Wealth Advisors LLC | 1.759.581 | 1.632.253 | +7,8% | 43.765.227 | 1,78 | 5 % | 6 Q |
| Marshall Financial Group, LLC | 1.583.161 | 1.528.947 | +3,5% | 42.974.367 | 1,75 | 0 % | 15 Q |
| Impact Partnership Wealth, LLC | 1.491.278 | 104.431 | +1328,0% | 37.341.591 | 1,52 | 0 % | 5 Q |
| Private Advisor Group, LLC | 823.847 | 758.864 | +8,6% | 35.952.736 | 1,46 | 0 % | 17 Q |
| Concord Wealth Partners | 1.262.818 | 1.214.293 | +4,0% | 35.295.761 | 1,43 | 0 % | 11 Q |
| Aspire Private Capital, LLC | 1.058.553 | 1.114.619 | -5,0% | 35.262.460 | 1,43 | 0 % | 17 Q |
| Concord Asset Management, LLC/VA | 1.185.108 | 1.142.730 | +3,7% | 33.123.762 | 1,35 | 0 % | 7 Q |
| Gradient Investments LLC | 1.253.763 | 1.132.292 | +10,7% | 31.526.738 | 1,28 | 0 % | 9 Q |
| FAS Wealth Partners, Inc. | 682.427 | 541.776 | +26,0% | 26.935.395 | 1,09 | 0 % | 17 Q |
| WEATHERLY ASSET MANAGEMENT L. P. | 678.852 | 656.496 | +3,4% | 26.794.284 | 1,09 | 100 % | 17 Q |
| Hibernia Wealth Partners, LLC | 629.665 | 1.173.645 | -46,3% | 24.794.818 | 1,01 | 10 % | 11 Q |
| WOODMONT INVESTMENT COUNSEL LLC | 673.696 | 607.553 | +10,9% | 24.605.280 | 1,00 | 1 % | 9 Q |
| Raleigh Capital Management Inc. | 639.995 | 669.217 | -4,4% | 22.275.321 | 0,90 | 0 % | 17 Q |
| San Luis Wealth Advisors LLC | 561.780 | 725.961 | -22,6% | 22.173.453 | 0,90 | 0 % | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 249 | 79,3 | 2.465 |
| 31.03.2026 | ✓ | 582 | 222,5 | 7.516 |
| 31.12.2025 | ✓ | 575 | 171,4 | 6.159 |
| 30.09.2025 | ✓ | 534 | 154,3 | 5.618 |
| 30.06.2025 | ✓ | 507 | 146,6 | 5.255 |
| 31.03.2025 | ✓ | 491 | 126,8 | 4.426 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | 29.455.888 | 743.048.340 |
| Galaxy Digital Inc. | 590.000 | 23.136.555 |
| National Philanthropic Trust | 517.243 | 14.922.461 |
| Pinnacle Wealth Management, LLC | 463.091 | 13.360.175 |
| Stablepoint Partners, LLC | 211.583 | 8.406.205 |
| EP Wealth Advisors, LLC | 205.077 | 8.330.316 |
| Stratos Investment Management, LLC | 198.465 | 5.725.715 |
| Avior Wealth Management, LLC | 142.699 | 5.600.410 |
| Fortis Group Advisors, LLC | 172.385 | 5.161.207 |
| SUMMITPOINT CAPITAL MANAGEMENT | 114.083 | 4.591.842 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Lido Advisors, LLC | 14.284.621 | 12.757.912 | +835.6 % | 356.868.721 |
| LPL Financial LLC | 16.453.691 | 2.177.647 | +15.3 % | 639.107.971 |
| ENVESTNET ASSET MANAGEMENT INC | 9.498.824 | 1.778.751 | +23.0 % | 375.065.947 |
| JANE STREET GROUP, LLC | 2.469.437 | 1.278.207 | +107.3 % | 73.106.955 |
| Envestnet Portfolio Solutions, Inc. | 6.170.671 | 1.124.318 | +22.3 % | 233.446.126 |
| AE Wealth Management LLC | 2.591.048 | 991.894 | +62.0 % | 78.802.287 |
| Cerity Partners LLC | 1.092.948 | 975.952 | +834.2 % | 41.539.475 |
| CWM, LLC | 5.821.397 | 808.969 | +16.1 % | 226.740.724 |
| Janney Montgomery Scott LLC | 1.117.221 | 691.955 | +162.7 % | 43.250 |
| BANK OF AMERICA CORP /DE/ | 3.570.369 | 680.458 | +23.5 % | 139.280.864 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.304.338 | -881.227 | -40.3 % | 50.646.352 |
| Impact Partnership Wealth, LLC | 104.431 | -859.766 | -89.2 % | 2.612.853 |
| Destiny Wealth Partners, LLC | 1.698 | -423.810 | -99.6 % | 67.587 |
| Mariner, LLC | 816.808 | -269.741 | -24.8 % | 34.234.425 |
| Luken Investment Analytics, LLC | 327.861 | -249.737 | -43.2 % | 9.127.650 |
| OSAIC HOLDINGS, INC. | 2.331.379 | -198.765 | -7.9 % | 85.766.977 |
| Motley Fool Wealth Management, LLC | 616.725 | -193.845 | -23.9 % | 15.452.042 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1.081.450 | -183.950 | -14.5 % | 31.199.833 |
| Horizon Investments, LLC | 677.572 | -170.172 | -20.1 % | 26.696.337 |
| STEPHENS INC /AR/ | 94.495 | -169.835 | -64.3 % | 2.726.181 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 06.05.2026 | Abigail P. Johnson (+1) | Passiv (13G/A) | 13,10 % | 13.819.749 | -1,20 pp | |
| 28.04.2026 | Bank of New York Mellon Corp | Passiv (13G/A) | 15,00 % | 314.952 | Neu | |
| 28.04.2026 | BNY Mellon Advisors, Inc. | Passiv (13G/A) | 15,00 % | 314.927 | +5,88 pp | |
| 28.04.2026 | MBC Investments Corp (+1) | Passiv (13G/A) | 15,00 % | 314.950 | Neu | |
| 03.11.2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | Passiv (13G/A) | 5,30 % | 320.478 | -0,10 pp | |
| 06.08.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 14,30 % | 13.817.325 | +2,90 pp | |
| 28.07.2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | Passiv (13G) | 5,40 % | 115.340 | -1,90 pp | |
| 28.07.2025 | FOUNDATIONS INVESTMENT ADVISORS, LLC | Passiv (13G) | 7,30 % | 391.329 | Neu | |
| 06.06.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 11,40 % | 10.670.673 | +4,10 pp | |
| 12.02.2025 | Abigail P. Johnson (+1) | Passiv (13G) | 7,30 % | 6.254.688 | Neu | |
| 02.08.2024 | The Charger Corporation: 36-3772451 | Passiv (13G/A) | 3,49 % | 72.427 | -2,86 pp | |
| 10.05.2024 | The Bank of New York Mellon Corporation | Passiv (13G/A) | 10,99 % | 225.284 | +1,46 pp | |
| 10.05.2024 | MBC Investments Corporation (+2) | Passiv (13G/A) | 10,99 % | 225.283 | +1,46 pp | |
| 09.02.2024 | The Bank of New York Mellon Corporation | Passiv (13G/A) | 9,53 % | 185.901 | +0,41 pp | |
| 09.02.2024 | MBC Investments Corporation (+2) | Passiv (13G/A) | 9,53 % | 185.899 | Neu | |
| 09.02.2024 | Pershing Group LLC | Passiv (13G/A) | 0,00 % | 2 | Neu | |
| 24.01.2024 | BNY Mellon Advisors, Inc. | Passiv (13G/A) | 9,12 % | 184.707 | Neu | |
| 24.01.2024 | The Bank of New York Mellon Corporation (+1) | Passiv (13G/A) | 9,12 % | 184.710 | -0,79 pp | |
| 10.01.2024 | The Charger Corporation: 36-3772451 | Passiv (13G) | 6,35 % | 128.607 | Neu | |
| 27.01.2023 | Lockwood Advisors, Inc. | Passiv (13G/A) | 9,91 % | 166.016 | -1,00 pp | |
| 27.01.2023 | The Bank of New York Mellon Corporation (+1) | Passiv (13G/A) | 9,91 % | 166.017 | -1,02 pp | |
| 12.09.2022 | The Bank of New York Mellon Corporation | Passiv (13G/A) | 10,93 % | 174.820 | +3,40 pp | |
| 12.09.2022 | Lockwood Advisors, Inc. (+1) | Passiv (13G/A) | 10,91 % | 174.494 | Neu | |
| 02.02.2022 | The Bank of New York Mellon Corporation (+2) | Passiv (13G) | 7,53 % | 152.403 | Neu |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 08.08.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 27.07.2022 | HV-Einladung | 15.09.2022 a.o. HV | 20.07.2022 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).