Summit Asset Management, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 299 filers reported holding SSGA ACTIVE ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$1,387,110
-4.7%
35,889
+0.0%
0.38%
-1.8%
Q2 2023$1,455,137
-14.4%
35,885
-13.4%
0.38%
-17.9%
Q1 2023$1,700,735
-22.6%
41,451
-24.5%
0.47%
-26.4%
Q4 2022$2,197,716
+210.0%
54,888
+211.1%
0.64%
+177.7%
Q3 2022$709,000
-4.7%
17,6450.0%0.23%
-0.4%
Q2 2022$744,000
-30.3%
17,645
-26.0%
0.23%
-25.1%
Q1 2022$1,068,000
-5.4%
23,8590.0%0.31%
-4.1%
Q4 2021$1,129,000
+43.5%
23,859
+46.5%
0.32%
+29.6%
Q3 2021$787,000
-0.3%
16,2890.0%0.25%
-0.4%
Q2 2021$789,000
+0.5%
16,2890.0%0.25%
-7.1%
Q1 2021$785,000
-13.3%
16,289
-11.3%
0.27%
-19.1%
Q4 2020$905,000
+5.8%
18,356
+5.8%
0.33%
-6.8%
Q3 2020$855,000
-0.8%
17,346
-0.3%
0.35%
-9.7%
Q2 2020$862,000
+3.4%
17,3960.0%0.39%
-12.9%
Q1 2020$834,000
+3.9%
17,396
+6.2%
0.45%
+31.6%
Q4 2019$803,000
+0.8%
16,386
+1.2%
0.34%
-7.8%
Q3 2019$797,000
+0.4%
16,1860.0%0.37%
-1.3%
Q2 2019$794,000
+1.4%
16,1860.0%0.38%
-2.3%
Q1 2019$783,000
+2.1%
16,1860.0%0.38%
-11.3%
Q4 2018$767,000
+50.4%
16,186
+49.9%
0.43%
+83.9%
Q3 2018$510,000
-1.0%
10,795
-0.4%
0.24%
-4.1%
Q2 2018$515,000
-5.0%
10,833
-4.0%
0.25%
-5.0%
Q1 2018$542,000
-1.3%
11,2890.0%0.26%
-1.5%
Q4 2017$549,000
+8.5%
11,289
+10.0%
0.26%
+3.5%
Q3 2017$506,000
+0.2%
10,2600.0%0.25%
-5.2%
Q2 2017$505,000
+0.8%
10,2600.0%0.27%
-7.6%
Q1 2017$501,000
+0.6%
10,260
-0.4%
0.29%
-6.8%
Q4 2016$498,000
+141.7%
10,301
+151.2%
0.31%
+144.9%
Q3 2016$206,000
-0.5%
4,100
-1.2%
0.13%
-3.8%
Q2 2016$207,000
+1.0%
4,1500.0%0.13%
-1.5%
Q1 2016$205,000
-4.7%
4,150
-6.2%
0.13%
-8.2%
Q4 2015$215,000
-16.7%
4,423
-14.9%
0.15%
-21.1%
Q3 2015$258,0000.0%5,2000.0%0.18%
+4.5%
Q2 2015$258,000
-0.8%
5,2000.0%0.18%
-2.2%
Q1 2015$260,0005,2000.18%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q3 2023
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