Ownership history in PATTEN & PATTEN INC/TN · 8 quarters on record
This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in SSGA ACTIVE TR (MBND). 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 Q4 | ADDED | 93,100 | +250 | +0.3% | 0.15% | $2.5M | $27.20 |
| 2025 Q3 | REDUCED | 92,850 | -16,600 | -15.2% | 0.15% | $2.5M | $26.89 |
| 2025 Q2 | REDUCED | 109,450 | -15,225 | -12.2% | 0.19% | $3.0M | $26.37 |
| 2025 Q1 | REDUCED | 124,675 | -2,000 | -1.6% | 0.23% | $3.4M | $26.34 |
| 2024 Q4 | REDUCED | 126,675 | -8,755 | -6.5% | 0.23% | $3.5M | $26.43 |
| 2024 Q3 | REDUCED | 135,430 | -750 | -0.6% | 0.25% | $3.8M | $26.65 |
| 2024 Q2 | REDUCED | 136,180 | -5,250 | -3.7% | 0.26% | $3.7M | $25.93 |
| 2024 Q1 | INITIATED | 141,430 | — | — | 0.28% | $3.9M | — |
As of 2025 Q4 — sorted by position size