Advisor Resource Council - SSGA ACTIVE TR ownership

Quarter-by-quarter ownership
Advisor Resource Council ownership history of SSGA ACTIVE TR
ValueSharesWeighting
Q3 2023$1,346,627
-7.7%
29,016
-7.6%
0.70%
+5.8%
Q2 2023$1,458,895
+385.7%
31,413
+385.5%
0.66%
+776.0%
Q1 2023$300,341
-66.2%
6,470
-66.0%
0.08%
-8.5%
Q2 2022$888,00019,0410.08%
Other shareholders
SSGA ACTIVE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Surevest, LLC 114,242$5,674,0002.79%
Elmwood Wealth Management, Inc. 44,720$2,221,0002.25%
Aveo Capital Partners, LLC 73,727$3,653,0001.51%
Clear Perspective Advisors, LLC 34,709$1,724,0000.78%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,720$1,278,0000.46%
1 NORTH WEALTH SERVICES LLC 12,907$641,0000.43%
Monument Capital Management 9,539$474,0000.26%
NOTTINGHAM ADVISORS, INC. 34,906$1,734,0000.23%
Dakota Wealth Management 13,555$673,0000.12%
VALLEY NATIONAL ADVISERS INC 7,855$390,0000.11%
View complete list of SSGA ACTIVE TR shareholders