SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,021,226 | -7.5% | 65,099 | -7.4% | 0.15% | -2.7% |
| Q2 2023 | $3,266,634 | -3.7% | 70,337 | -3.7% | 0.15% | -14.8% |
| Q1 2023 | $3,392,106 | +0.7% | 73,051 | -0.0% | 0.18% | -2.8% |
| Q4 2022 | $3,367,016 | +66.0% | 73,061 | +65.8% | 0.18% | +47.2% |
| Q3 2022 | $2,028,000 | +130.7% | 44,059 | +133.7% | 0.12% | +146.0% |
| Q2 2022 | $879,000 | +26.3% | 18,853 | +29.2% | 0.05% | +42.9% |
| Q1 2022 | $696,000 | +10.1% | 14,594 | +13.4% | 0.04% | +12.9% |
| Q4 2021 | $632,000 | -2.0% | 12,870 | -3.8% | 0.03% | -73.0% |
| Q1 2020 | $645,000 | -6.2% | 13,383 | -3.7% | 0.12% | -3.4% |
| Q4 2019 | $688,000 | – | 13,900 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 63,727 | $3,157,000 | 2.87% |
| Surevest, LLC | 102,467 | $5,069,000 | 2.16% |
| Elmwood Wealth Management, Inc. | 46,095 | $2,280,000 | 1.99% |
| Aveo Capital Partners, LLC | 66,704 | $3,300,000 | 1.30% |
| Clear Perspective Advisors, LLC | 22,989 | $1,137,000 | 0.70% |
| 1 NORTH WEALTH SERVICES LLC | 14,680 | $726,000 | 0.45% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 25,842 | $1,278,000 | 0.44% |
| NOTTINGHAM ADVISORS, INC. | 56,205 | $2,785,000 | 0.37% |
| Monument Capital Management | 9,615 | $476,000 | 0.24% |
| Wealth Advisory Solutions, LLC | 15,863 | $784,000 | 0.21% |