Geneos Wealth Management Inc. - SSGA ACTIVE ETF TR ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$1,383,581
+1.4%
51,320
+0.1%
0.07%0.0%
Q2 2023$1,365,107
+20.0%
51,262
+24.2%
0.07%
+2.9%
Q1 2023$1,137,986
+19.5%
41,261
+19.3%
0.07%
+19.0%
Q4 2022$952,665
+14.6%
34,592
+7.8%
0.06%
+1.8%
Q3 2022$831,000
+5.6%
32,076
+14.4%
0.06%
+46.2%
Q2 2022$787,000
+19.8%
28,039
+31.4%
0.04%
+39.3%
Q1 2022$657,000
+27.6%
21,336
+11.8%
0.03%
+40.0%
Q4 2021$515,000
+22.0%
19,080
+30.6%
0.02%
+25.0%
Q3 2021$422,000
+38.8%
14,610
+38.5%
0.02%
+33.3%
Q2 2021$304,000
+98.7%
10,545
+91.4%
0.01%
+200.0%
Q1 2021$153,0005,5100.00%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Fortress Wealth Management, Inc. 159,562$4,137,0004.20%
Harbor Group, Inc. 155,105$4,022,0002.92%
Corrigan Financial, Inc. 273,744$7,098,1792.69%
Miracle Mile Advisors, LLC 1,731,155$44,889,0002.10%
DeDora Capital, Inc. 134,248$3,481,0001.81%
Independent Family Office, LLC 141,198$3,661,0001.80%
BRANDYWINE OAK PRIVATE WEALTH LLC 452,317$11,728,0001.59%
Karp Capital Management Corp 302,343$7,840,0001.47%
Visionary Wealth Advisors 404,655$10,493,0001.09%
MBE Wealth Management, LLC 52,725$1,367,0001.00%
View complete list of SSGA ACTIVE ETF TR shareholders