Ownership history in WT Wealth Management · 10 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management reported a position in SSGA ACTIVE ETF TR (ULST). 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 | REDUCED | 96,978 | -16,194 | -14.3% | 1.13% | $3.9M | $40.25 |
| 2025 Q3 | ADDED | 113,172 | +22,523 | +24.8% | 1.33% | $4.6M | $39.83 |
| 2025 Q2 | REDUCED | 90,649 | -48,205 | -34.7% | 1.09% | $3.7M | $39.35 |
| 2025 Q1 | ADDED | 138,854 | +19,581 | +16.4% | 1.83% | $5.6M | $38.91 |
| 2024 Q4 | REDUCED | 119,273 | -74,754 | -38.5% | 1.51% | $4.8M | $38.40 |
| 2024 Q3 | REDUCED | 194,027 | -15,868 | -7.6% | 2.81% | $7.9M | $38.13 |
| 2023 Q4 | REDUCED | 209,895 | -50,864 | -19.5% | 3.35% | $8.5M | $36.49 |
| 2023 Q3 | REDUCED | 260,759 | -28,528 | -9.9% | 4.50% | $10.5M | $35.80 |
| 2023 Q2 | ADDED | 289,287 | +247,838 | +597.9% | 4.83% | $11.6M | $35.37 |
| 2023 Q1 | INITIATED | 41,449 | — | — | 0.72% | $1.7M | $35.01 |
As of 2025 Q4 — sorted by position size