Charter Oak Capital Management, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 360 filers reported holding SSGA ACTIVE ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$312,322
-49.0%
8,081
-46.5%
0.04%
-48.8%
Q2 2023$612,275
-37.1%
15,099
-36.3%
0.08%
-40.7%
Q1 2023$972,913
-31.9%
23,712
-33.5%
0.14%
-36.9%
Q4 2022$1,427,675
-42.2%
35,656
-42.1%
0.21%
-46.0%
Q3 2022$2,472,000
-17.3%
61,532
-13.2%
0.40%
-2.7%
Q2 2022$2,989,000
-25.2%
70,864
-20.6%
0.41%
-16.6%
Q1 2022$3,994,000
-8.2%
89,213
-2.9%
0.49%
-3.6%
Q4 2021$4,350,000
-6.2%
91,881
-4.3%
0.51%
-12.9%
Q3 2021$4,640,000
-0.9%
96,019
-0.7%
0.58%
-3.3%
Q2 2021$4,680,000
+2.0%
96,680
+1.5%
0.60%
-6.8%
Q1 2021$4,590,000
+0.4%
95,211
+2.7%
0.64%
-6.9%
Q4 2020$4,570,00092,7300.69%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q4 2020
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