TOTL β€” SSGA ACTIVE ETF TR

Ownership history in Sharkey, Howes & Javer  Β·  7 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported SSGA ACTIVE ETF TR (TOTL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.97% in 2024 Q3. The latest visible filing shows TOTL at 0.82% 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 Sharkey, Howes & Javer'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
2026 Q1

TOTL was reported at 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Sharkey, Howes & Javer held TOTL β€” position size vs. price
% of Fund (quarterly)    TOTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 153,949 -75,447 -32.9% 0.82% $6.1M 2026-04-08 $39.76
2025 Q4 REDUCED 229,396 -53,301 -18.9% 1.17% $9.2M 2026-01-13 $39.83
2025 Q3 REDUCED 282,697 -29,661 -9.5% 1.47% $11.5M 2025-10-10 $39.51
2025 Q2 ADDED 312,358 +71,666 +29.8% 1.68% $12.5M 2025-07-10 $38.28
2025 Q1 REDUCED 240,692 -38,567 -13.8% 1.39% $9.7M 2025-04-30 $38.21
2024 Q4 REDUCED 279,259 -55,330 -16.5% 1.55% $11.0M 2025-02-05 $37.47
2024 Q3 INITIATED 334,589 β€” β€” 1.97% $13.9M 2024-10-21 $37.30

FAQ About Sharkey, Howes & Javer and TOTL

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

How long has Sharkey, Howes & Javer reported owning TOTL?

Sharkey, Howes & Javer reported TOTL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TOTL position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for TOTL was 1.97% in 2024 Q3.

What is the latest reported TOTL position on this page?

The most recent filing on this page is 2026 Q1, when Sharkey, Howes & Javer reported 153,949 shares, equal to 0.82% of portfolio, with an estimated market value of $6.1M.

What does the chart on this TOTL ownership page compare?

The chart compares Sharkey, Howes & Javer'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.

← Back to Sharkey, Howes & Javer Holdings