SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,158 | +0.4% | 4,938 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $228,346 | +0.4% | 4,917 | +0.4% | 0.02% | -9.5% |
| Q1 2023 | $227,398 | +1.0% | 4,897 | +0.2% | 0.02% | -8.7% |
| Q4 2022 | $225,141 | -48.7% | 4,885 | -48.8% | 0.02% | -8.0% |
| Q3 2022 | $439,000 | -1.3% | 9,534 | +0.1% | 0.02% | -3.8% |
| Q2 2022 | $445,000 | -2.0% | 9,522 | +0.1% | 0.03% | +18.2% |
| Q1 2022 | $454,000 | +94.8% | 9,514 | +100.1% | 0.02% | -4.3% |
| Q4 2021 | $233,000 | – | 4,754 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spinnaker Investment Group, LLC | 390,413 | $17,992,173 | 6.40% |
| Hofer & Associates. Inc | 118,474 | $5,459,890 | 5.44% |
| ODonnell Financial Services, LLC | 4,638 | $213,720 | 1.96% |
| Elmwood Wealth Management, Inc. | 79,794 | $3,677,307 | 1.84% |
| KLR INVESTMENT ADVISORS, LLC | 13,654 | $629,245 | 0.52% |
| EXENCIAL WEALTH ADVISORS, LLC | 73,061 | $3,367,016 | 0.18% |
| KRAEMATON INVESTMENT ADVISORS, INC | 3,607 | $166,250 | 0.18% |
| Truadvice, LLC | 5,442 | $252,592 | 0.13% |
| Larson Financial Group LLC | 21,709 | $1,000,460 | 0.12% |
| GREATMARK INVESTMENT PARTNERS, INC. | 12,500 | $576,063 | 0.10% |