NAPLES GLOBAL ADVISORS, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is ULST and the CUSIP is 78467V707. A total of 95 filers reported holding SSGA ACTIVE ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q2 2024$2,153,004
-25.3%
53,200
-25.3%
0.22%
-26.8%
Q1 2024$2,882,952
-14.6%
71,184
-14.8%
0.30%
-20.5%
Q4 2023$3,374,113
-19.5%
83,559
-19.8%
0.37%
-27.0%
Q3 2023$4,193,477
-9.7%
104,134
-9.7%
0.51%
-6.8%
Q2 2023$4,643,200
-1.2%
115,359
-1.2%
0.54%
-7.0%
Q1 2023$4,697,538
-4.8%
116,709
-5.4%
0.59%
-6.5%
Q4 2022$4,932,510
-15.8%
123,359
-16.0%
0.63%
-22.3%
Q3 2022$5,861,000
-1.4%
146,834
-1.7%
0.81%
+4.5%
Q2 2022$5,946,000
-10.3%
149,334
-9.8%
0.77%
+0.9%
Q1 2022$6,628,000
-2.2%
165,584
-1.5%
0.76%
-2.5%
Q4 2021$6,777,000
-29.8%
168,084
-29.5%
0.78%
-38.0%
Q3 2021$9,649,000238,4841.27%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
ORBA Wealth Advisors, L.L.C. 239,103$9,676,5355.01%
David Kennon Inc 193,255$7,821,0133.28%
Bouchey Financial Group Ltd 536,916$21,728,0002.06%
Avestar Capital, LLC 450,978$18,251,0881.87%
Auour Investments LLC 114,904$4,650,1741.73%
Gradient Investments LLC 1,753,402$70,960,1711.59%
BIP Wealth, LLC 391,946$15,862,1081.30%
Kraft, Davis & Associates, LLC 69,837$2,833,7000.86%
Elmwood Wealth Management, Inc. 40,253$1,629,0390.72%
Moloney Securities Asset Management, LLC 89,877$3,637,3410.53%
View complete list of SSGA ACTIVE ETF TR shareholders