Beta Wealth Group, Inc. - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is SRLN and the CUSIP is 78467V608. A total of 443 filers reported holding SSGA ACTIVE ETF TR in Q3 2023. The put-call ratio across all filers is 37.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$2,674,456
-44.1%
63,784
-44.2%
1.58%
-42.8%
Q2 2023$4,787,236
-7.4%
114,336
-8.3%
2.77%
-6.5%
Q1 2023$5,170,596
+13.5%
124,713
+12.0%
2.96%
-3.3%
Q4 2022$4,554,989
+2.1%
111,369
+2.0%
3.06%
-4.9%
Q3 2022$4,463,000
-6.7%
109,191
-4.9%
3.22%
+0.3%
Q2 2022$4,781,000
-42.7%
114,820
-38.1%
3.20%
-42.6%
Q1 2022$8,345,000
+20.8%
185,604
+23.6%
5.58%
+12.1%
Q4 2021$6,908,0000.0%150,1080.0%4.98%0.0%
Q3 2021$6,908,000150,1084.98%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 267,024$10,921,29913.09%
Aristotle Pacific Capital, LLC 338,054$13,826,40911.83%
PALLADIEM, LLC 253,787$10,379,89210.79%
PPM AMERICA INC/IL 58,800$2,404,9209.58%
Refined Wealth Management 200,445$8,198,1957.17%
Wealth Enhancement & Preservation of GA, LLC 92,032$3,764,1086.14%
Drake & Associates, LLC 257,328$10,524,6975.56%
ARS Wealth Advisors Group, LLC 771,127$31,539,0885.19%
Matthew Goff Investment Advisor, LLC 477,870$19,544,8905.09%
III Capital Management 996,000$40,736,0004.97%
View complete list of SSGA ACTIVE ETF TR shareholders