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 520 filers reported holding SSGA ACTIVE ETF TR in Q3 2022. The put-call ratio across all filers is 4.06 and the average weighting 0.7%.

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 2022
NameSharesValueWeighting ↓
Aristotle Pacific Capital, LLC 626,270$28,645,00018.58%
RFG HOLDINGS, INC. 330,520$15,118,0009.47%
ARS Wealth Advisors, LLC 820,229$37,517,0008.17%
Mach-1 Financial Group, LLC 207,104$9,472,0007.70%
STABLEFORD CAPITAL II LLC 321,547$14,708,0007.44%
Prentice Wealth Management LLC 239,591$10,959,0006.10%
Pacific Edge Advisors, LLC 247,245$11,309,0005.45%
Glovista Investments LLC 384,281$17,624,0005.37%
Sanchez Wealth Management Group 201,072$9,197,0004.68%
GRIMES & COMPANY, INC. 2,038,376$93,235,0004.48%
View complete list of SSGA ACTIVE ETF TR shareholders