CABOT WEALTH MANAGEMENT INC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 360 filers reported holding SSGA ACTIVE ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2020$2,001,000
-32.8%
40,577
-32.5%
0.36%
-38.7%
Q2 2020$2,979,000
-14.6%
60,128
-17.3%
0.59%
-28.7%
Q1 2020$3,487,000
-16.4%
72,703
-14.6%
0.83%
+3.3%
Q4 2019$4,172,000
+3.0%
85,165
+3.5%
0.81%
-5.8%
Q3 2019$4,052,000
-0.7%
82,313
-1.1%
0.86%
-0.6%
Q2 2019$4,082,000
+3.0%
83,193
+1.5%
0.86%
-1.1%
Q1 2019$3,963,000
-0.2%
81,958
-2.3%
0.87%
-10.2%
Q4 2018$3,972,000
-14.8%
83,847
-15.0%
0.97%
-3.0%
Q3 2018$4,664,000
+6.2%
98,699
+6.8%
1.00%
+2.1%
Q2 2018$4,393,000
-8.1%
92,384
-7.3%
0.98%
-8.3%
Q1 2018$4,779,000
+14.8%
99,632
+16.4%
1.07%
+18.7%
Q4 2017$4,163,000
+15.8%
85,581
+17.3%
0.90%
+11.5%
Q3 2017$3,596,000
+7.2%
72,977
+7.0%
0.81%
+3.5%
Q2 2017$3,355,000
+3.2%
68,187
+2.5%
0.78%
-2.5%
Q1 2017$3,251,000
+4.6%
66,520
+3.6%
0.80%
-4.9%
Q4 2016$3,107,000
-6.0%
64,198
-2.5%
0.84%
-0.9%
Q3 2016$3,304,000
-0.5%
65,832
-1.0%
0.85%
-2.9%
Q2 2016$3,321,000
+1.3%
66,528
+0.2%
0.87%
-4.2%
Q1 2016$3,279,000
-0.2%
66,410
-1.8%
0.91%
+8.6%
Q4 2015$3,287,000
-1.6%
67,643
+0.2%
0.84%
-9.0%
Q3 2015$3,342,000
+24.1%
67,490
+24.1%
0.92%
+41.1%
Q2 2015$2,693,000
+5.4%
54,381
+6.5%
0.65%
+5.3%
Q1 2015$2,554,00051,0550.62%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 418,140$20,598,00015.91%
Johnson Bixby & Associates, LLC 599,396$29,538,0009.77%
McNamara Financial Services, Inc. 576,785$28,441,0009.63%
John W. Brooker & Co., CPAs 275,234$13,564,0008.87%
Prestige Wealth Management Group LLC 619,631$30,535,0008.37%
HC FINANCIAL ADVISORS INC 258,035$12,716,0008.15%
WestHill Financial Advisors, Inc. 400,398$19,732,0007.76%
Focused Wealth Management, Inc 808,754$39,855,0007.76%
HORIZON FINANCIAL SERVICES, LLC 170,624$8,408,0007.62%
Aspire Private Capital, LLC 396,252$19,527,0007.46%
View complete list of SSGA ACTIVE ETF TR shareholders