Essex Private Wealth Management, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 324 filers reported holding SSGA ACTIVE ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Essex Private Wealth Management, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$2,438,744
+104.3%
63,098
+114.4%
8.33%
+103.1%
Q2 2023$1,193,426
-1.2%
29,4310.0%4.10%
-6.4%
Q1 2023$1,207,551
-2.2%
29,431
-4.6%
4.38%
-5.3%
Q4 2022$1,234,816
-1.8%
30,840
-1.4%
4.63%
-7.7%
Q3 2022$1,257,000
+16.3%
31,281
+22.0%
5.02%
+24.2%
Q2 2022$1,081,000
-13.1%
25,633
-7.8%
4.04%
+20.4%
Q1 2022$1,244,000
-34.4%
27,793
-30.6%
3.35%
+109.4%
Q4 2021$1,897,000
-21.7%
40,066
-20.1%
1.60%
-27.2%
Q3 2021$2,422,000
-6.3%
50,126
-6.1%
2.20%
-6.8%
Q2 2021$2,585,000
-1.1%
53,398
-1.5%
2.36%
-5.3%
Q1 2021$2,613,000
-1.1%
54,209
+1.0%
2.49%
-3.3%
Q4 2020$2,643,000
-16.7%
53,652
-16.6%
2.58%
-21.4%
Q3 2020$3,173,000
+1.6%
64,352
+2.1%
3.28%
-9.4%
Q2 2020$3,122,000
-0.1%
63,014
-3.3%
3.62%
-11.2%
Q1 2020$3,126,000
+3.2%
65,194
+5.5%
4.08%
+33.1%
Q4 2019$3,028,00061,8133.06%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 418,140$20,598,00015.91%
Johnson Bixby & Associates, LLC 599,396$29,538,0009.77%
McNamara Financial Services, Inc. 576,785$28,441,0009.63%
John W. Brooker & Co., CPAs 275,234$13,564,0008.87%
Prestige Wealth Management Group LLC 619,631$30,535,0008.37%
HC FINANCIAL ADVISORS INC 258,035$12,716,0008.15%
WestHill Financial Advisors, Inc. 400,398$19,732,0007.76%
Focused Wealth Management, Inc 808,754$39,855,0007.76%
HORIZON FINANCIAL SERVICES, LLC 170,624$8,408,0007.62%
Aspire Private Capital, LLC 396,252$19,527,0007.46%
View complete list of SSGA ACTIVE ETF TR shareholders