Ownership history in KWB Wealth · 4 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in SSGA ACTIVE ETF TR (TOTL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 322,432 | -25,687 | -7.4% | 1.43% | $12.9M | $39.51 |
| 2025 Q2 | ADDED | 348,119 | +87,207 | +33.4% | 1.70% | $14.0M | $38.56 |
| 2025 Q1 | ADDED | 260,912 | +144,161 | +123.5% | 1.24% | $10.3M | $38.25 |
| 2024 Q4 | INITIATED | 116,751 | — | — | 0.60% | $4.8M | $37.08 |
As of 2025 Q4 — sorted by position size