Heartwood Wealth Advisors LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is ULST and the CUSIP is 78467V707. A total of 85 filers reported holding SSGA ACTIVE ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$3,464,307
+0.3%
86,027
+0.3%
0.51%
+4.3%
Q2 2023$3,453,772
+2.3%
85,808
+2.3%
0.49%
-2.6%
Q1 2023$3,374,963
+3.7%
83,850
+3.0%
0.50%
-1.4%
Q4 2022$3,255,579
-72.0%
81,420
-72.1%
0.51%
-74.7%
Q3 2022$11,636,000
+2.4%
291,523
+2.2%
2.02%
+7.8%
Q2 2022$11,358,000
+2.6%
285,228
+3.2%
1.87%
+13.4%
Q1 2022$11,067,000
+10.9%
276,457
+11.7%
1.65%
+9.9%
Q4 2021$9,983,000
+0.7%
247,586
+1.0%
1.50%
-2.8%
Q3 2021$9,914,000
+3.5%
245,040
+3.5%
1.54%
+4.8%
Q2 2021$9,580,000
+2.5%
236,687
+2.5%
1.47%
-1.8%
Q1 2021$9,342,000230,8961.50%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
PVG ASSET MANAGEMENT CORP 144,285$5,807,47118.59%
David Kennon Inc 551,110$22,182,17810.82%
Everhart Financial Group, Inc. 192,179$7,735,2053.47%
Continuum Advisory, LLC 432,266$17,398,6882.95%
Avestar Capital, LLC 216,143$8,699,7561.55%
RETIREMENT CAPITAL STRATEGIES 77,437$3,116,8391.52%
Elmwood Wealth Management, Inc. 67,500$2,716,8751.28%
Ameliora Wealth Management Ltd. 51,921$2,089,8201.22%
Bouchey Financial Group Ltd 204,203$8,219,0001.09%
BIP Wealth, LLC 241,243$9,702,8151.07%
View complete list of SSGA ACTIVE ETF TR shareholders