SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,078 | -0.1% | 605 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $28,096 | -19.9% | 605 | -19.9% | 0.00% | -50.0% |
| Q1 2023 | $35,062 | -57.9% | 755 | -58.2% | 0.00% | -60.0% |
| Q4 2022 | $83,192 | -75.7% | 1,805 | -75.7% | 0.01% | -79.2% |
| Q3 2022 | $342,000 | -1.2% | 7,439 | 0.0% | 0.02% | +41.2% |
| Q2 2022 | $346,000 | +32.6% | 7,439 | +35.5% | 0.02% | +54.5% |
| Q1 2022 | $261,000 | -17.9% | 5,491 | -15.5% | 0.01% | -8.3% |
| Q4 2021 | $318,000 | -16.5% | 6,496 | -15.6% | 0.01% | -20.0% |
| Q3 2021 | $381,000 | +1054.5% | 7,696 | +1053.8% | 0.02% | +1400.0% |
| Q1 2021 | $33,000 | -25.0% | 667 | -25.2% | 0.00% | -50.0% |
| Q4 2020 | $44,000 | -18.5% | 892 | -18.3% | 0.00% | -33.3% |
| Q3 2020 | $54,000 | 0.0% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $54,000 | +3.8% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $52,000 | -3.7% | 1,092 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $54,000 | +157.1% | 1,092 | +156.9% | 0.00% | +200.0% |
| Q3 2019 | $21,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | +5.0% | 425 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | 0.0% | 425 | -1.2% | 0.00% | 0.0% |
| Q4 2018 | $20,000 | 0.0% | 430 | +1.2% | 0.00% | 0.0% |
| Q3 2018 | $20,000 | – | 425 | – | 0.00% | – |
Download | ||||||
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% |