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 9 filers reported holding SSGA ACTIVE ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2023
NameSharesValueWeighting ↓
PhaseCapital LP 243,146$11,513,00025.47%
Risk Paradigm Group, LLC 73,106$3,461,569,0006.86%
USAdvisors Wealth Management, LLC 201,816$9,556,0006.85%
AOZORA BANK, LTD. 2,113,000$100,051,0006.29%
New England Investment & Retirement Group, Inc. 171,338$8,113,0005.32%
Harborview Advisors, LLC 106,304$5,033,0005.12%
Pacific Edge Advisors, LLC 192,095$9,096,0005.02%
Glovista Investments LLC 404,859$19,174,0004.99%
GRIMES & COMPANY, INC. 1,257,396$59,538,0004.77%
Edmonds Duncan Registered Investment Advisors, LLC 216,353$10,244,0004.19%
View complete list of SSGA ACTIVE ETF TR shareholders