SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200. A total of 45 filers reported holding SSGA ACTIVE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,734 | -2.2% | 3,657 | -2.1% | 0.02% | -8.0% |
| Q2 2023 | $173,518 | -0.1% | 3,736 | -0.2% | 0.02% | -10.7% |
| Q1 2023 | $173,702 | -38.3% | 3,744 | -38.7% | 0.03% | -49.1% |
| Q4 2022 | $281,509 | +0.9% | 6,108 | +0.6% | 0.06% | -6.8% |
| Q3 2022 | $279,000 | -0.4% | 6,071 | +1.3% | 0.06% | 0.0% |
| Q2 2022 | $280,000 | -2.8% | 5,996 | -0.7% | 0.06% | +11.3% |
| Q1 2022 | $288,000 | – | 6,038 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Surevest, LLC | 114,242 | $5,674,000 | 2.79% |
| Elmwood Wealth Management, Inc. | 44,720 | $2,221,000 | 2.25% |
| Aveo Capital Partners, LLC | 73,727 | $3,653,000 | 1.51% |
| Clear Perspective Advisors, LLC | 34,709 | $1,724,000 | 0.78% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 25,720 | $1,278,000 | 0.46% |
| 1 NORTH WEALTH SERVICES LLC | 12,907 | $641,000 | 0.43% |
| Monument Capital Management | 9,539 | $474,000 | 0.26% |
| NOTTINGHAM ADVISORS, INC. | 34,906 | $1,734,000 | 0.23% |
| Dakota Wealth Management | 13,555 | $673,000 | 0.12% |
| VALLEY NATIONAL ADVISERS INC | 7,855 | $390,000 | 0.11% |