Litman Gregory Wealth Management LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 144 filers reported holding SSGA ACTIVE ETF TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q2 2024$8,329,882
-0.0%
209,715
+0.8%
0.74%
-2.2%
Q1 2024$8,332,962
+4.4%
208,064
+4.9%
0.76%
-0.1%
Q4 2023$7,981,085
+13.6%
198,288
+9.1%
0.76%
+4.4%
Q3 2023$7,023,226
-14.0%
181,713
-9.7%
0.72%
-28.9%
Q2 2023$8,164,206
+2.6%
201,337
+1.3%
1.02%
-8.4%
Q4 2022$7,958,116
-2.5%
198,754
-2.1%
1.11%
-14.8%
Q3 2022$8,159,000
-2.2%
203,068
+2.6%
1.30%
+6.4%
Q2 2022$8,344,000
-10.4%
197,826
-4.9%
1.23%
-9.9%
Q1 2022$9,309,000
+25.0%
207,939
+32.1%
1.36%
+7.7%
Q4 2021$7,449,000
-31.9%
157,357
-30.5%
1.26%
-38.6%
Q3 2021$10,941,000
+9.7%
226,432
+2170.0%
2.06%
+10.6%
Q2 2021$9,975,000
+6.8%
9,975
-94.9%
1.86%
+1.7%
Q1 2021$9,342,000
+1.8%
193,784
+4.1%
1.83%
+8.5%
Q4 2020$9,174,000
+9.0%
186,167
+9.0%
1.69%
-3.1%
Q3 2020$8,420,000
-5.6%
170,760
-5.2%
1.74%
-11.6%
Q2 2020$8,921,000
+5.1%
180,049
+1.7%
1.97%
-7.8%
Q1 2020$8,492,000
+3.0%
177,074
+5.2%
2.14%
+16.3%
Q4 2019$8,248,000
+35.9%
168,371
+36.6%
1.84%
+23.7%
Q3 2019$6,068,000
-22.5%
123,250
-22.8%
1.48%
-28.2%
Q2 2019$7,830,000
+1.0%
159,572
-0.5%
2.07%
-2.1%
Q1 2019$7,754,000
+8.5%
160,366
+6.3%
2.11%
-3.8%
Q4 2018$7,149,000
+35.6%
150,908
+35.2%
2.20%
+23.4%
Q3 2018$5,274,000
+1.2%
111,624
+1.8%
1.78%
-13.3%
Q2 2018$5,212,000
-1.7%
109,608
-0.8%
2.05%
-5.0%
Q1 2018$5,301,000
+6.7%
110,502
+8.2%
2.16%
+44.5%
Q4 2017$4,969,000
+8.1%
102,166
+9.5%
1.50%
-33.3%
Q3 2017$4,596,000
+1.6%
93,276
+1.5%
2.24%
-12.8%
Q2 2017$4,522,000
+157.8%
91,894
+156.0%
2.57%
+136.7%
Q1 2017$1,754,000
+21.2%
35,899
+20.1%
1.09%
+11.6%
Q4 2016$1,447,000
-3.0%
29,896
+0.6%
0.97%
-10.3%
Q3 2016$1,491,000
+16.2%
29,716
+15.7%
1.08%
+6.5%
Q2 2016$1,283,000
+7.7%
25,693
+6.6%
1.02%
+8.3%
Q1 2016$1,191,000
+115.0%
24,112
+111.4%
0.94%
+135.8%
Q4 2015$554,00011,4070.40%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q1 2016
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 329,057$15,778,00010.59%
Johnson Bixby & Associates, LLC 598,249$28,907,0008.37%
Focused Wealth Management, Inc 1,041,193$50,310,0008.21%
Prestige Wealth Management Group LLC 613,332$29,636,0007.59%
Barry Investment Advisors, LLC 544,001$26,286,0007.27%
McNamara Financial Services, Inc. 545,528$26,360,0007.22%
VALLEY NATIONAL ADVISERS INC 731,231$35,333,0006.39%
John W. Brooker & Co., CPAs 230,132$11,120,0006.26%
HC FINANCIAL ADVISORS INC 172,853$8,352,0005.01%
Cardinal Point Wealth Management LLC 219,581$10,610,0004.99%
View complete list of SSGA ACTIVE ETF TR shareholders