Capital Planning Advisors, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is RLY and the CUSIP is 78467V103. A total of 98 filers reported holding SSGA ACTIVE ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$13,401,627
+2.0%
497,093
+0.8%
2.80%
+5.0%
Q2 2023$13,134,182
-12.9%
493,210
-9.8%
2.66%
-16.9%
Q1 2023$15,081,709
+1675.7%
546,835
+1673.1%
3.21%
+1487.1%
Q4 2022$849,361
+10.0%
30,841
+3.6%
0.20%
-2.4%
Q3 2022$772,000
+23.7%
29,770
+33.5%
0.21%
+25.5%
Q2 2022$624,00022,3010.16%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Fortress Wealth Management, Inc. 308,530$8,317,9725.38%
Tilson Financial Group, Inc. 222,341$5,9944.71%
Harbor Group, Inc. 232,586$6,270,5083.53%
LWMG, LLC 394,497$10,635,6482.92%
Capital Planning Advisors, LLC 497,093$13,401,6272.80%
Eldridge Investment Advisors, Inc. 290,483$7,8312.60%
Independent Family Office, LLC 150,520$4,058,0192.54%
Corrigan Financial, Inc. 235,912$6,360,1872.16%
Auxano Advisors, LLC 174,520$4,705,0591.92%
DeDora Capital, Inc. 178,568$4,814,2071.90%
View complete list of SSGA ACTIVE ETF TR shareholders