SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,730,416 | +12.0% | 37,286 | +12.2% | 0.02% | +15.4% |
| Q2 2023 | $1,545,252 | +2.0% | 33,240 | +1.9% | 0.01% | -7.1% |
| Q1 2023 | $1,514,908 | +86714.2% | 32,624 | -13.9% | 0.01% | – |
| Q4 2022 | $1,745 | -99.9% | 37,873 | -10.8% | 0.00% | -100.0% |
| Q3 2022 | $1,953,000 | -78.1% | 42,439 | -77.8% | 0.02% | -72.2% |
| Q2 2022 | $8,908,000 | +118.3% | 191,057 | +123.3% | 0.08% | +154.8% |
| Q1 2022 | $4,080,000 | -66.7% | 85,558 | -65.8% | 0.03% | -66.3% |
| Q4 2021 | $12,267,000 | +3.9% | 249,842 | +4.9% | 0.09% | +22.7% |
| Q3 2021 | $11,808,000 | -15.8% | 238,224 | -15.5% | 0.08% | -38.5% |
| Q2 2021 | $14,023,000 | +1115.2% | 281,841 | +1116.1% | 0.12% | +916.7% |
| Q4 2020 | $1,154,000 | – | 23,176 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 62,381 | $3,008,000 | 3.66% |
| VALLEY NATIONAL ADVISERS INC | 249,975 | $12,054,000 | 3.33% |
| Aveo Capital Partners, LLC | 74,461 | $3,591,000 | 1.75% |
| Private Wealth Strategies, L.L.C. | 60,612 | $2,905,000 | 1.45% |
| Elmwood Wealth Management, Inc. | 28,900 | $1,418,987,000 | 1.36% |
| Clear Perspective Advisors, LLC | 26,726 | $1,289,000 | 0.86% |
| M Holdings Securities, Inc. | 76,980 | $3,712,000 | 0.55% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 25,155 | $1,213,000 | 0.52% |
| NOTTINGHAM ADVISORS, INC. | 58,746 | $2,850,000 | 0.43% |
| Monument Capital Management | 9,651 | $465,000 | 0.33% |