EXENCIAL WEALTH ADVISORS, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is SRLN and the CUSIP is 78467V608. A total of 388 filers reported holding SSGA ACTIVE ETF TR in Q3 2021. The put-call ratio across all filers is 1.10 and the average weighting 1.0%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$4,538,020
-2.8%
108,228
-3.0%
0.22%
+2.8%
Q2 2023$4,670,105
-2.4%
111,538
-3.4%
0.21%
-13.7%
Q1 2023$4,784,752
+4.2%
115,406
+2.8%
0.25%
+0.4%
Q4 2022$4,591,966
+330.4%
112,273
+330.2%
0.25%
+280.0%
Q3 2022$1,067,000
+256.9%
26,096
+263.7%
0.06%
+282.4%
Q2 2022$299,000
+44.4%
7,176
+55.7%
0.02%
+70.0%
Q1 2022$207,000
-1.0%
4,608
+0.7%
0.01%0.0%
Q4 2021$209,000
+1.5%
4,574
+2.9%
0.01%
-9.1%
Q2 2021$206,000
+2.0%
4,444
+0.5%
0.01%
-8.3%
Q1 2021$202,000
+0.5%
4,424
+0.2%
0.01%
-14.3%
Q4 2020$201,000
-1.5%
4,413
+0.6%
0.01%
-60.0%
Q4 2019$204,0004,3860.04%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Aristotle Pacific Capital, LLC 596,105$24,994,68314.79%
ACT Advisors, LLC. 372,557$15,621,3309.67%
Asset Allocation & Management Company, LLC 364,726$15,2939.15%
Refined Wealth Management 210,456$8,824,4147.92%
PALLADIEM, LLC 140,719$5,900,3306.37%
Drake & Associates, LLC 284,865$11,944,3715.41%
Little Harbor Advisors, LLC 155,142$6,5055.26%
Brendel Financial Advisors LLC 76,981$3,2284.79%
Matthew Goff Investment Advisor, LLC 460,728$19,316,7974.65%
Concord Wealth Partners 498,438$20,899,5194.44%
View complete list of SSGA ACTIVE ETF TR shareholders