SSGA ACTIVE TR

Ticker: PRIV CUSIP: 78470P622 Class: SPDR SSGA IG PUB

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (10)

SMART Wealth LLC
Value ($000) $684 Shares 26,894
McMill Wealth Management
Value ($000) $448 Shares 17,627
Wealth Preservation Advisors, LLC
Value ($000) $219 Shares 8,634
Virtu Financial LLC
Value ($000) $1 Shares 35,046
Cape Investment Advisory, Inc.
Value ($000) $42 Shares 1,666
GOLDMAN SACHS GROUP INC
Value ($000) $5,284 Shares 207,918
CITADEL ADVISORS LLC
Value ($000) $3,316 Shares 130,476
Breakwater Investment Management
Value ($000) $13 Shares 516
Sound Income Strategies, LLC
Value ($000) $26 Shares 1,031
OSAIC HOLDINGS, INC.
Value ($000) $3 Shares 120

Increased Positions (7)

Wealth Management Nebraska
Value ($000) $1,495 (+372.1%) Shares 58,815 (+373.8%)
Mattson Financial Services, LLC
Value ($000) $2,241 (+13.3%) Shares 88,161 (+13.7%)
Paladin Wealth, LLC
Value ($000) $726 (+10.0%) Shares 28,556 (+10.5%)
Gradient Investments LLC
Value ($000) $19,591 (+10.1%) Shares 770,852 (+10.5%)
Beaumont Financial Advisors, LLC
Value ($000) $693 (+74.7%) Shares 27,270 (+75.3%)
JANE STREET GROUP, LLC
Value ($000) $7,091 (+521.1%) Shares 279,057 (+523.6%)
Koshinski Asset Management, Inc.
Value ($000) $277 (+33.2%) Shares 10,898 (+33.7%)

Decreased Positions (4)

Wealth Watch Advisors, INC
Value ($000) $1 (-99.9%) Shares 56 (-99.9%)
Apollo Management Holdings, L.P.
Value ($000) $19,312 (-29.9%) Shares 760,000 (-29.6%)
Beta Wealth Group, Inc.
Value ($000) $504 (-7.3%) Shares 19,820 (-6.9%)
BANK OF AMERICA CORP /DE/
Value ($000) $5,030 (-6.6%) Shares 197,913 (-6.2%)

Exited Positions (3)

Impact Partnership Wealth, LLC
Value ($000) $22,806 Shares 893,997
Mariner, LLC
Value ($000) $4,659 Shares 182,632
ROYAL BANK OF CANADA
Value ($000) $22 Shares 850