TOTL SSGA ACTIVE ETF TR

Ownership history in STAPP WEALTH MANAGEMENT, PLLC  ·  14 quarters on record

AI Ownership Summary

STAPP WEALTH MANAGEMENT, PLLC reported SSGA ACTIVE ETF TR (TOTL) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.3% in 2025 Q1. The latest visible filing shows TOTL at 9.75% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STAPP WEALTH MANAGEMENT, PLLC'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 Q4

TOTL was reported at 9.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.3% 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
2023 Q4 to 2025 Q4

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 STAPP WEALTH MANAGEMENT, PLLC held TOTL — position size vs. price
% of Fund (quarterly)    TOTL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 188,134 -18,967 -9.2% 9.75% $7.6M 2026-02-14 (Est.) $40.25
2025 Q3 ADDED 207,101 +3,509 +1.7% 11.29% $8.4M 2025-10-27 $39.72
2025 Q2 ADDED 203,592 +5,438 +2.7% 11.75% $8.2M 2025-07-14 $38.16
2025 Q1 ADDED 198,154 +23,799 +13.6% 12.30% $8.0M 2025-04-22 $37.67
2024 Q4 ADDED 174,355 +6,581 +3.9% 10.71% $6.9M 2025-01-22 $36.94
2024 Q3 ADDED 167,774 +530 +0.3% 11.21% $6.9M 2024-10-21 $37.30
2024 Q2 ADDED 167,244 +4,057 +2.5% 11.51% $6.6M 2024-07-18 $36.62
2024 Q1 REDUCED 163,187 -1,281 -0.8% 11.40% $6.5M 2024-04-19 $35.22
2023 Q4 ADDED 164,468 +2,142 +1.3% 11.12% $6.6M 2024-01-23 $35.39
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STAPP WEALTH MANAGEMENT, PLLC and TOTL

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

How long has STAPP WEALTH MANAGEMENT, PLLC reported owning TOTL?

STAPP WEALTH MANAGEMENT, PLLC reported TOTL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TOTL position in STAPP WEALTH MANAGEMENT, PLLC's portfolio?

The largest reported portfolio weight for TOTL was 12.30% in 2025 Q1.

What is the latest reported TOTL position on this page?

The most recent filing on this page is 2025 Q4, when STAPP WEALTH MANAGEMENT, PLLC reported 188,134 shares, equal to 9.75% of portfolio, with an estimated market value of $7.6M.

What does the chart on this TOTL ownership page compare?

The chart compares STAPP WEALTH MANAGEMENT, PLLC'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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