SEC 13F Intelligence

M Wealth Management, LLC / TOTL

M Wealth Management, LLC’s Ssga Active Etf Tr Position

Does M Wealth Management, LLC own Ssga Active Etf Tr (TOTL)? Yes — 278.3K shares worth $11M (+9.31% of its 13F portfolio) as of Q1 2026, up from 274.4K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
278.3K
% of Portfolio
+9.31%
Quarters Held
6
currently held

Position History TOTL

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026278.3K$11M+9.31%
Q4 2025274.4K$11M+9.61%
Q3 2025273.3K$11M+9.74%
Q2 2025269.3K$11M+9.96%
Q1 2025271.2K$11M+10.18%
Q4 2024280.9K$11M+10.10%

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