ULST β€” SSGA ACTIVE ETF TR

Ownership history in Cannon Wealth Management Services, LLC  Β·  6 quarters on record

AI Ownership Summary

Cannon Wealth Management Services, LLC reported SSGA ACTIVE ETF TR (ULST) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q4. The latest visible filing shows ULST at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ULST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cannon Wealth Management Services, LLC's position in SSGA ACTIVE ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ULST was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cannon Wealth Management Services, LLC held ULST β€” position size vs. price
% of Fund (quarterly)    ULST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,143 +7,643 +27.8% 1.00% $1.4M 2026-02-14 (Est.) $40.34
2025 Q3 ADDED 27,500 +9,002 +48.7% 0.85% $1.1M 2025-11-10 $39.88
2025 Q2 ADDED 18,498 +4,111 +28.6% 0.61% $752K 2025-07-23 $39.30
2025 Q1 ADDED 14,387 +2,025 +16.4% 0.52% $583K 2025-05-08 $38.90
2024 Q4 ADDED 12,362 +4,414 +55.5% 0.43% $499K 2025-02-04 $38.42
2024 Q3 INITIATED 7,948 β€” β€” 0.30% $324K 2024-11-12 $38.02

FAQ About Cannon Wealth Management Services, LLC and ULST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cannon Wealth Management Services, LLC reported owning ULST?

Cannon Wealth Management Services, LLC reported ULST across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ULST position in Cannon Wealth Management Services, LLC's portfolio?

The largest reported portfolio weight for ULST was 1.00% in 2025 Q4.

What is the latest reported ULST position on this page?

The most recent filing on this page is 2025 Q4, when Cannon Wealth Management Services, LLC reported 35,143 shares, equal to 1.00% of portfolio, with an estimated market value of $1.4M.

What does the chart on this ULST ownership page compare?

The chart compares Cannon Wealth Management Services, LLC's quarterly ULST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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