TOTL — SSGA ACTIVE ETF TR

Ownership history in MATHER GROUP, LLC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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.

Peak position
0.01% (2023 Q3)
Avg. % of fund
0.0%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,134 — 0% 0.00% $87K $39.51
2025 Q1 REDUCED 2,134 -2,115 -49.8% 0.00% $86K $38.25
2024 Q2 REDUCED 4,249 -3,808 -47.3% 0.00% $170K $36.23
2024 Q1 ADDED 8,057 +1,080 +15.5% 0.01% $324K $36.07
2023 Q4 REDUCED 6,977 -7,582 -52.1% 0.00% $281K $35.95
2023 Q3 ADDED 14,559 +8,937 +159.0% 0.01% $563K $33.90
2023 Q2 INITIATED 5,622 — — 0.00% $228K $35.15
% of Fund (quarterly)    TOTL price (monthly, adj. close)

Other funds also holding TOTL

As of 2025 Q4 — sorted by position size

Morling Financial Advisors, LLC 3Y 12.79% STAPP WEALTH MANAGEMENT, PLLC 3Y 9.75% Ballew Advisors, Inc 3Y 7Y 6.0% John W. Brooker & Co., CPAs 3Y 5.47% Denver PWM, LLC 3Y 7Y 5.33% TECTONIC ADVISORS LLC 3Y 5.2% Cheviot Value Management, LLC 3Y 7Y 5.02% San Luis Wealth Advisors LLC 3Y 4.43% V2 Financial group LLC 3.29% PARAGON CAPITAL MANAGEMENT INC 3.11%
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