SEC 13F Intelligence

Stapp Wealth Management, Pllc / TOTL

Stapp Wealth Management, Pllc’s Ssga Active Etf Tr Position

Does Stapp Wealth Management, Pllc own Ssga Active Etf Tr (TOTL)? Not currently — the last reported position was 188.1K shares worth $8M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2025
Shares
188.1K
% of Portfolio
+9.75%
Quarters Held
14
position exited

Position History TOTL

Reported value by quarter
Q3 ’22: $25,000Q3 ’22Q4 ’22: $692,000Q1 ’23: $7MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ3 ’23Q4 ’23: $7MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $7MQ1 ’25: $8MQ1 ’25Q2 ’25: $8MQ3 ’25: $8MQ3 ’25Q4 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025188.1K$8M+9.75%
Q3 2025207.1K$8M+11.29%
Q2 2025203.6K$8M+11.75%
Q1 2025198.2K$8M+12.30%
Q4 2024174.4K$7M+10.71%
Q3 2024167.8K$7M+11.21%
Q2 2024167.2K$7M+11.51%
Q1 2024163.2K$7M+11.40%
Q4 2023164.5K$7M+11.12%
Q3 2023162.3K$6M+12.08%
Q2 2023166.8K$7M+13.39%
Q1 2023165.0K$7M+9.30%
Q4 202217.3K$692,000+1.66%
Q3 2022610$25,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of TOTL.