TOTL β€” SSGA ACTIVE ETF TR

Ownership history in Private Wealth Management Group, LLC  Β·  2 quarters on record

AI Ownership Summary

Private Wealth Management Group, LLC reported SSGA ACTIVE ETF TR (TOTL) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows TOTL at 0.02% 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 TOTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Wealth Management Group, 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 Q3

TOTL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Private Wealth Management Group, LLC held TOTL β€” position size vs. price
% of Fund (quarterly)    TOTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,496 -1,580 -51.4% 0.02% $61K 2025-10-17 $39.69
2025 Q1 INITIATED 3,076 β€” β€” 0.05% $124K 2025-05-02 $37.96

🏒 Other funds also holding TOTL

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.01%

FAQ About Private Wealth Management Group, LLC and TOTL

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

How long has Private Wealth Management Group, LLC reported owning TOTL?

Private Wealth Management Group, LLC reported TOTL across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported TOTL position in Private Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for TOTL was 0.05% in 2025 Q1.

What is the latest reported TOTL position on this page?

The most recent filing on this page is 2025 Q3, when Private Wealth Management Group, LLC reported 1,496 shares, equal to 0.02% of portfolio, with an estimated market value of $61K.

What does the chart on this TOTL ownership page compare?

The chart compares Private Wealth Management Group, LLC's quarterly TOTL 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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