SEC 13F Intelligence

Northwest Financial Advisors / TOTL

Northwest Financial Advisors’s Ssga Active Etf Tr Position

Does Northwest Financial Advisors own Ssga Active Etf Tr (TOTL)? Not currently — the last reported position was 22.6K shares worth $918,626 in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$918,626
Q3 2025
Shares
22.6K
% of Portfolio
+1.18%
Quarters Held
5
position exited

Position History TOTL

Reported value by quarter
Q3 ’24: $535,800Q3 ’24Q4 ’24: $512,662Q4 ’24Q1 ’25: $525,699Q1 ’25Q2 ’25: $565,452Q2 ’25Q3 ’25: $918,626Q3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202522.6K$918,626+1.18%
Q2 202514.1K$565,452+0.79%
Q1 202513.0K$525,699+0.44%
Q4 202413.0K$512,662+0.42%
Q3 202412.9K$535,800+0.43%

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