As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of SSGA Active Trust. The largest reported stake is Fmr LLC's, at 11.3%. 9 filings are on record since July 28, 2025 (Schedule 13G/A, August 6, 2026).
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Key facts
- · Reporting person: First National Advisers, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 3,171,260 · Shared dispositive: 0 · SCHEDULE 13G, 2026-09-08
- · Reporting person: Bank of New York Mellon Corp · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-07
- · Reporting person: Fmr LLC · Sole voting: 11,916,837 · Shared voting: 0 · Sole dispositive: 11,920,830 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-06
- · Holder: Fmr LLC · Percent: 13.1% · SCHEDULE 13G/A
- · Holder: Bank of New York Mellon Corp · Percent: 15% · SCHEDULE 13G/A
SSGA Active Trust has 9 Schedule 13D or 13G filings on record since 2025-07-28. 3 holders' latest filing reports 5% or more of shares of beneficial interest, no par value per share (state street multi-asset real return etf). Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 11.3% | 11,920,830 | SCHEDULE 13G/A, 2026-08-06 | 2026-06-30 |
| First National Advisers, LLC | 8.6% | 3,171,260 | SCHEDULE 13G, 2026-09-08 | 2026-08-31 |
| Foundations Investment Advisors, LLC | 5.3% | 320,478 | SCHEDULE 13G/A, 2025-11-03 | 2025-09-30 |
| Bank of New York Mellon Corp | 0% | 0 | SCHEDULE 13G/A, 2026-08-07 | 2026-07-31 |
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Keep reading
More on SSGA Active Trust and the records around it.
Companies that share a holder
- FOUNDATIONS INVESTMENT ADVISORS, LLC also filed stake reports on 7 other companies: FIRST TRUST EXCHANGE-TRADED FUND (Nov 2025), FIRST TRUST EXCHANGE-TRADED FUND VIII (Nov 2025), Innovator ETFs Trust (Nov 2025)
- Bank of New York Mellon Corp also filed stake reports on 26 other companies: Dolby Laboratories, Inc. (Oct 2026), FIRST HORIZON CORP (Oct 2026), First Watch Restaurant Group, Inc. (Oct 2026)
- FMR LLC also filed stake reports on 761 other companies: ASPEN NEUROSCIENCE INC (Nov 2026), AVALO THERAPEUTICS INC (Nov 2026), BRAZE INC (Nov 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fmr LLC | 11,916,837 | 0 | 11,920,830 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| Abigail P. Johnson | 0 | 0 | 11,920,830 | 0 | SCHEDULE 13G/A, 2026-08-06 |
| First National Advisers, LLC | 0 | 0 | 3,171,260 | 0 | SCHEDULE 13G, 2026-09-08 |
| Bank of New York Mellon Corp | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-07 |
| BNY Mellon IHC, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-07 |
| MBC Investments Corp | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-07 |
| BNY Mellon Advisors, Inc. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-07 |
The latest filing identifies SSGA Active Trust by CUSIP 78467V103 and gives its principal executive office as ONE CONGRESS STREET, BOSTON, MA 02114 (SCHEDULE 13G, 2026-09-08).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-28 | Foundations Investment Advisors, LLC | 7.3% | SCHEDULE 13G |
| 2025-07-28 | Foundations Investment Advisors, LLC | 5.4% | SCHEDULE 13G |
| 2025-08-06 | Fmr LLC | 14.3% | SCHEDULE 13G/A |
| 2025-11-03 | Foundations Investment Advisors, LLC | 5.3% | SCHEDULE 13G/A |
| 2026-04-28 | Bank of New York Mellon Corp | 15% | SCHEDULE 13G/A |
| 2026-05-06 | Fmr LLC | 13.1% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 11.3% | SCHEDULE 13G/A |
| 2026-08-07 | Bank of New York Mellon Corp | 0% | SCHEDULE 13G/A |
| 2026-09-08 | First National Advisers, LLC | 8.6% | SCHEDULE 13G |
Questions about who owns SSGA Active Trust
Who owns SSGA Active Trust?
On this page, 3 holders' latest ownership filings report 5% or more of SSGA Active Trust: Fmr LLC (11.3%, Schedule 13G/A, filed 2026-08-06), First National Advisers, LLC (8.6%, Schedule 13G, filed 2026-09-08) and Foundations Investment Advisors, LLC (5.3%, Schedule 13G/A, filed 2025-11-03).
Who are the largest shareholders of SSGA Active Trust?
By the share each holder's latest filing reports, the largest holders of SSGA Active Trust on this page are Fmr LLC (11.3%), First National Advisers, LLC (8.6%) and Foundations Investment Advisors, LLC (5.3%).
When did Fmr LLC buy into SSGA Active Trust?
The filings give report dates, not purchase dates. The earliest filing from Fmr LLC on this page is the Schedule 13G/A, filed 2025-08-06, reporting 14.3%; its latest, Schedule 13G/A filed 2026-08-06, reports 11.3%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 9 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.