OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is SRLN and the CUSIP is 78467V608. A total of 443 filers reported holding SSGA ACTIVE ETF TR in Q3 2023. The put-call ratio across all filers is 37.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$22,872,563
+14.2%
545,494
+14.1%
1.69%
+17.2%
Q2 2023$20,025,709
+3.5%
478,283
+2.5%
1.44%
+1.8%
Q1 2023$19,343,039
+6.7%
466,547
+5.2%
1.42%
-0.4%
Q4 2022$18,133,833
-4.1%
443,370
-4.2%
1.42%
-10.0%
Q3 2022$18,907,000
-4.5%
462,611
-2.7%
1.58%
+4.4%
Q2 2022$19,799,000
-9.3%
475,486
-2.0%
1.52%
-5.9%
Q1 2022$21,819,000
+3.4%
485,287
+5.0%
1.61%
+4.6%
Q4 2021$21,095,000
+5.1%
462,301
+6.0%
1.54%
-4.5%
Q3 2021$20,065,000
+9.6%
436,012
+10.3%
1.61%
+7.0%
Q2 2021$18,302,000
+9.8%
395,371
+8.5%
1.51%
-0.6%
Q1 2021$16,663,000364,3011.52%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 267,024$10,921,29913.09%
Aristotle Pacific Capital, LLC 338,054$13,826,40911.83%
PALLADIEM, LLC 253,787$10,379,89210.79%
PPM AMERICA INC/IL 58,800$2,404,9209.58%
Refined Wealth Management 200,445$8,198,1957.17%
Wealth Enhancement & Preservation of GA, LLC 92,032$3,764,1086.14%
Drake & Associates, LLC 257,328$10,524,6975.56%
ARS Wealth Advisors Group, LLC 771,127$31,539,0885.19%
Matthew Goff Investment Advisor, LLC 477,870$19,544,8905.09%
III Capital Management 996,000$40,736,0004.97%
View complete list of SSGA ACTIVE ETF TR shareholders