SEC 13F Intelligence

Hc Financial Advisors Inc / TOTL

Hc Financial Advisors Inc’s Ssga Active Etf Tr Position

Does Hc Financial Advisors Inc own Ssga Active Etf Tr (TOTL)? Yes122.1K shares worth $5M (+3.45% of its 13F portfolio) as of Q2 2022, down from 124.5K shares the prior filed quarter.

Position Value
$5M
Q2 2022
Shares
122.1K
% of Portfolio
+3.45%
Quarters Held
15
currently held

Position History TOTL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ2 ’19Q3 ’19: $6MQ4 ’19: $8MQ4 ’19Q1 ’20: $10MQ2 ’20: $10MQ2 ’20Q3 ’20: $13MQ4 ’20: $13MQ4 ’20Q1 ’21: $12MQ2 ’21: $12MQ2 ’21Q3 ’21: $8MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022122.1K$5M+3.45%
Q1 2022124.5K$6M+3.32%
Q4 2021131.8K$6M+3.47%
Q3 2021172.9K$8M+5.01%
Q2 2021242.8K$12M+6.85%
Q1 2021240.2K$12M+7.06%
Q4 2020258.0K$13M+8.15%
Q3 2020255.1K$13M+9.01%
Q2 2020208.2K$10M+8.06%
Q1 2020200.1K$10M+8.57%
Q4 2019156.8K$8M+6.03%
Q3 2019114.4K$6M+4.82%
Q2 2019106.9K$5M+5.23%
Q1 201998.9K$5M+5.02%
Q4 2018109.2K$5M+11.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of TOTL.