Integrated Wealth Concepts LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is SRLN and the CUSIP is 78467V608. A total of 223 filers reported holding SSGA ACTIVE ETF TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q2 2024$7,986,281
-0.7%
191,060
+0.0%
0.11%
-6.8%
Q1 2024$8,042,383
+4.1%
190,982
+3.6%
0.12%
-7.9%
Q4 2023$7,727,214
+2.1%
184,288
+2.1%
0.13%
-5.2%
Q3 2023$7,570,721
+1.6%
180,556
+1.4%
0.13%
+4.7%
Q2 2023$7,452,373
+100949.1%
177,988
+0.1%
0.13%
-15.8%
Q1 2023$7,375
-18.3%
177,893
-19.4%
0.15%
-38.0%
Q4 2022$9,026
-99.9%
220,677
-33.8%
0.24%
-43.7%
Q3 2022$13,623,000
+16.7%
333,320
+18.9%
0.44%
+19.8%
Q2 2022$11,670,000
-29.2%
280,253
-23.6%
0.36%
-28.0%
Q1 2022$16,493,000
+502.8%
366,844
+511.9%
0.50%
+522.2%
Q4 2021$2,736,000
-57.2%
59,953
-56.8%
0.08%
-61.1%
Q3 2021$6,390,000
+51.6%
138,862
+52.5%
0.21%
+39.6%
Q2 2021$4,215,000
+1389.4%
91,055
+1370.1%
0.15%
+1141.7%
Q1 2021$283,000
-8.4%
6,194
-13.1%
0.01%
-45.5%
Q2 2020$309,000
+2.3%
7,130
-5.5%
0.02%
-21.4%
Q1 2020$302,000
-23.2%
7,547
-10.6%
0.03%
-15.2%
Q4 2019$393,000
+85.4%
8,443
+84.1%
0.03%
+37.5%
Q3 2019$212,000
-93.8%
4,585
-93.9%
0.02%
-94.6%
Q2 2019$3,401,000
-0.9%
75,192
+0.9%
0.44%
-23.4%
Q1 2019$3,431,000
+11.7%
74,503
+8.4%
0.58%
-30.3%
Q4 2018$3,071,000
-8.0%
68,709
-2.8%
0.83%
-17.3%
Q3 2018$3,338,000
-2.9%
70,704
-3.7%
1.01%
-14.1%
Q2 2018$3,436,000
+41.6%
73,428
+43.0%
1.17%
+20.6%
Q1 2018$2,426,000
+8.9%
51,333
+9.2%
0.97%
+2.1%
Q4 2017$2,227,00047,0080.95%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q1 2019
NameSharesValueWeighting ↓
Aristotle Pacific Capital, LLC 626,270$28,645,00018.58%
RFG HOLDINGS, INC. 330,520$15,118,0009.47%
ARS Wealth Advisors, LLC 820,229$37,517,0008.17%
Mach-1 Financial Group, LLC 207,104$9,472,0007.70%
STABLEFORD CAPITAL II LLC 321,547$14,708,0007.44%
Prentice Wealth Management LLC 239,591$10,959,0006.10%
Pacific Edge Advisors, LLC 247,245$11,309,0005.45%
Glovista Investments LLC 384,281$17,624,0005.37%
Sanchez Wealth Management Group 201,072$9,197,0004.68%
GRIMES & COMPANY, INC. 2,038,376$93,235,0004.48%
View complete list of SSGA ACTIVE ETF TR shareholders