NATIONS FINANCIAL GROUP INC, /IA/ /ADV - SSGA ACTIVE TR ownership

SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200. A total of 44 filers reported holding SSGA ACTIVE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of SSGA ACTIVE TR
ValueSharesWeighting
Q3 2023$221,892
+1.0%
4,781
+1.1%
0.02%0.0%
Q2 2023$219,723
+1.0%
4,731
+1.0%
0.02%
-4.3%
Q1 2023$217,510
-12.6%
4,684
-13.3%
0.02%
-17.9%
Q4 2022$248,956
-0.0%
5,402
-0.1%
0.03%
-22.2%
Q3 2022$249,000
-0.8%
5,406
+0.5%
0.04%
+5.9%
Q2 2022$251,000
-61.6%
5,377
-60.7%
0.03%
-56.4%
Q1 2022$653,000
-2.2%
13,686
+0.6%
0.08%
-11.4%
Q4 2021$668,000
-0.6%
13,606
+0.4%
0.09%
-13.7%
Q3 2021$672,000
-3.3%
13,554
-2.9%
0.10%
-12.1%
Q2 2021$695,000
+1.3%
13,959
+1.0%
0.12%
-25.6%
Q1 2021$686,000
-12.1%
13,821
-11.7%
0.16%
-23.9%
Q4 2020$780,000
-34.2%
15,661
-34.3%
0.20%
-44.3%
Q3 2020$1,186,000
-7.8%
23,838
-8.1%
0.37%
-19.5%
Q2 2020$1,286,000
+6.0%
25,929
+3.1%
0.46%
-11.8%
Q1 2020$1,213,000
-5.1%
25,155
-2.7%
0.52%
+17.5%
Q4 2019$1,278,0000.0%25,842
+0.5%
0.44%
-4.1%
Q3 2019$1,278,00025,7200.46%
Other shareholders
SSGA ACTIVE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Surevest, LLC 114,242$5,674,0002.79%
Elmwood Wealth Management, Inc. 44,720$2,221,0002.25%
Aveo Capital Partners, LLC 73,727$3,653,0001.51%
Clear Perspective Advisors, LLC 34,709$1,724,0000.78%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,720$1,278,0000.46%
1 NORTH WEALTH SERVICES LLC 12,907$641,0000.43%
Monument Capital Management 9,539$474,0000.26%
NOTTINGHAM ADVISORS, INC. 34,906$1,734,0000.23%
Dakota Wealth Management 13,555$673,0000.12%
VALLEY NATIONAL ADVISERS INC 7,855$390,0000.11%
View complete list of SSGA ACTIVE TR shareholders