Surevest, LLC - SSGA ACTIVE TR ownership

SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200. A total of 39 filers reported holding SSGA ACTIVE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SSGA ACTIVE TR
ValueSharesWeighting
Q1 2020$406,000
-92.0%
8,419
-91.8%
0.22%
-89.8%
Q4 2019$5,069,000
-10.7%
102,467
-10.3%
2.16%
-22.5%
Q3 2019$5,674,000
-1.6%
114,242
-1.5%
2.79%
-6.7%
Q2 2019$5,764,000
+35.7%
115,994
+34.4%
2.99%
+14.5%
Q1 2019$4,249,000
+22.6%
86,296
+21.1%
2.62%
-4.4%
Q4 2018$3,465,00071,2412.74%
Other shareholders
SSGA ACTIVE TR shareholders Q4 2019
NameSharesValueWeighting ↓
PETERSON WEALTH MANAGEMENT 63,727$3,157,0002.87%
Surevest, LLC 102,467$5,069,0002.16%
Elmwood Wealth Management, Inc. 46,095$2,280,0001.99%
Aveo Capital Partners, LLC 66,704$3,300,0001.30%
Clear Perspective Advisors, LLC 22,989$1,137,0000.70%
1 NORTH WEALTH SERVICES LLC 14,680$726,0000.45%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,842$1,278,0000.44%
NOTTINGHAM ADVISORS, INC. 56,205$2,785,0000.37%
Monument Capital Management 9,615$476,0000.24%
Wealth Advisory Solutions, LLC 15,863$784,0000.21%
View complete list of SSGA ACTIVE TR shareholders