Blue Zone Wealth Advisors, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 299 filers reported holding SSGA ACTIVE ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Blue Zone Wealth Advisors, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$642,727
+0.5%
16,629
+5.4%
0.28%
-4.4%
Q2 2023$639,814
-13.1%
15,778
-12.0%
0.30%
-24.9%
Q1 2023$735,939
-9.3%
17,937
-11.4%
0.39%
-9.2%
Q4 2022$811,066
-47.8%
20,256
-47.6%
0.43%
-46.1%
Q3 2022$1,553,000
-35.4%
38,649
-32.2%
0.80%
-26.2%
Q2 2022$2,405,000
-12.3%
57,008
-6.9%
1.09%
+6.7%
Q1 2022$2,741,000
-20.8%
61,234
-16.3%
1.02%
-10.7%
Q4 2021$3,462,000
-28.5%
73,141
-27.0%
1.14%
-31.8%
Q3 2021$4,842,000
-11.7%
100,210
-11.6%
1.68%
-18.5%
Q2 2021$5,486,000
-2.8%
113,317
-3.2%
2.06%
-14.2%
Q1 2021$5,642,000
+10.2%
117,038
+12.7%
2.40%
-2.8%
Q4 2020$5,119,000
-45.3%
103,880
-45.3%
2.47%
-53.2%
Q3 2020$9,359,000
-33.6%
189,802
-33.3%
5.28%
-32.9%
Q2 2020$14,090,000
+41.1%
284,353
+36.6%
7.87%
-16.0%
Q1 2020$9,987,000
-5.5%
208,232
-3.5%
9.36%
+37.4%
Q4 2019$10,566,000215,6816.81%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q3 2023
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