PRIV β€” SSGA ACTIVE TR

Ownership history in Mattson Financial Services, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Mattson Financial Services, LLC reported a position in SSGA ACTIVE TR (PRIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.52% (2025 Q4)
πŸ“Š Avg. % of fund
0.5%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    PRIV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 88,161 +10,624 +13.7% 0.52% $2.2M $25.24
2025 Q3 INITIATED 77,537 β€” β€” 0.47% $2.0M $24.96

🏒 Other funds also holding PRIV

As of 2025 Q4 β€” sorted by position size

Reflection Asset Management 1.88% Auour Investments LLC 0.76% Paladin Wealth, LLC 0.5% Brown Financial Advisors 0.44% Gradient Investments LLC 3Y 7Y 0.31% SMART Wealth LLC 0.21% Beta Wealth Group, Inc. 3Y 7Y 0.2% Apollo Management Holdings, L.P. 3Y 7Y 0.16% Zullo Investment Group, Inc. 3Y 0.09% Beaumont Financial Advisors, LLC 3Y 0.05%
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