Integrated Wealth Concepts LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 300 filers reported holding SSGA ACTIVE ETF TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q2 2022$371,000
-54.6%
8,786
-51.8%
0.01%
-52.0%
Q1 2022$817,000
-15.8%
18,244
-10.9%
0.02%
-13.8%
Q4 2021$970,000
-8.7%
20,483
-6.8%
0.03%
-17.1%
Q3 2021$1,062,000
+170.2%
21,977
+170.9%
0.04%
+150.0%
Q2 2021$393,000
-7.7%
8,112
-8.2%
0.01%
-17.6%
Q1 2021$426,000
-2.3%
8,835
-0.2%
0.02%
-19.0%
Q4 2020$436,000
-13.8%
8,855
-13.7%
0.02%
-32.3%
Q3 2020$506,000
+6.8%
10,263
+7.3%
0.03%
-8.8%
Q2 2020$474,000
+1.3%
9,569
-2.0%
0.03%
-20.9%
Q1 2020$468,000
-19.4%
9,768
-17.7%
0.04%
-12.2%
Q4 2019$581,000
-4.3%
11,863
-3.8%
0.05%
-27.9%
Q3 2019$607,000
+44.2%
12,326
+27.7%
0.07%
+23.6%
Q2 2019$421,000
+12.6%
9,654
+24.7%
0.06%
-12.7%
Q1 2019$374,0007,7440.06%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q1 2019
NameSharesValueWeighting ↓
Spinnaker Investment Group, LLC 588,107$24,806,00010.10%
Johnson Bixby & Associates, LLC 678,453$28,617,0006.98%
McNamara Financial Services, Inc. 546,692$23,059,0006.54%
Barry Investment Advisors, LLC 499,274$21,059,0006.32%
Prestige Wealth Management Group LLC 529,521$22,335,0006.06%
Ford Financial Group, LLC 321,825$13,574,0005.52%
Leicht Financial Planning & Wealth Management, Inc. 187,667$7,916,0005.36%
Cribstone Capital Management, LLC 171,004$7,213,0004.44%
Cardinal Point Wealth Management Partners, LLC 215,486$9,089,0004.36%
Essex Private Wealth Management, LLC 25,633$1,081,0004.04%
View complete list of SSGA ACTIVE ETF TR shareholders