ALLW — SSGA ACTIVE TR

Ownership history in SMART Wealth LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in SSGA ACTIVE TR (ALLW). 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
1.42% (2025 Q2)
Avg. % of fund
1.02%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 96,858 +18,455 +23.5% 0.81% $2.7M $27.49
2025 Q3 REDUCED 78,403 -95,666 -55.0% 0.82% $2.2M $26.65
2025 Q2 INITIATED 174,069 — — 1.42% $4.5M $24.92
% of Fund (quarterly)    ALLW price (monthly, adj. close)

Other funds also holding ALLW

As of 2025 Q4 — sorted by position size

CATALYST PRIVATE WEALTH, LLC 3Y 6.85% Alpha Financial Partners, LLC 3Y 3.13% Astoria Portfolio Advisors LLC. 3Y 1.96% Hobbs Group Advisors, LLC 1.8% CORRADO ADVISORS, LLC 3Y 7Y 1.62% Oregon Pacific Wealth Management, LLC 1.4% Family Manage LLC 3Y 7Y 1.05% ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3Y 7Y 1.04% Reflection Asset Management 1.01% Arrowroot Family Office, LLC 0.75%
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