EXENCIAL WEALTH ADVISORS, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is TOTL and the CUSIP is 78467V848. A total of 320 filers reported holding SSGA ACTIVE ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q2 2024$611,352
-24.4%
15,392
-23.8%
0.02%
-23.3%
Q1 2024$808,807
-25.7%
20,195
-25.3%
0.03%
-31.8%
Q4 2023$1,088,221
-24.8%
27,037
-27.8%
0.04%
-37.1%
Q3 2023$1,446,580
-60.6%
37,428
-58.7%
0.07%
-58.6%
Q2 2023$3,675,06990,6310.17%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 329,057$15,778,00010.59%
Johnson Bixby & Associates, LLC 598,249$28,907,0008.37%
Focused Wealth Management, Inc 1,041,193$50,310,0008.21%
Prestige Wealth Management Group LLC 613,332$29,636,0007.59%
Barry Investment Advisors, LLC 544,001$26,286,0007.27%
McNamara Financial Services, Inc. 545,528$26,360,0007.22%
VALLEY NATIONAL ADVISERS INC 731,231$35,333,0006.39%
John W. Brooker & Co., CPAs 230,132$11,120,0006.26%
HC FINANCIAL ADVISORS INC 172,853$8,352,0005.01%
Cardinal Point Wealth Management LLC 219,581$10,610,0004.99%
View complete list of SSGA ACTIVE ETF TR shareholders