Octavia Wealth Advisors, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is SRLN and the CUSIP is 78467V608. A total of 443 filers reported holding SSGA ACTIVE ETF TR in Q3 2023. The put-call ratio across all filers is 37.83 and the average weighting 0.5%.

Quarter-by-quarter ownership
Octavia Wealth Advisors, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$286,843
-1.6%
6,841
-1.7%
0.06%
-1.7%
Q2 2023$291,457
+1.0%
6,9610.0%0.06%
-9.2%
Q1 2023$288,603
+1.4%
6,9610.0%0.06%
-7.1%
Q4 2022$284,705
+0.2%
6,9610.0%0.07%
-9.1%
Q3 2022$284,000
+7.6%
6,961
+9.5%
0.08%
+11.6%
Q2 2022$264,000
-19.8%
6,357
-13.1%
0.07%
-5.5%
Q1 2022$329,000
-25.6%
7,312
-24.6%
0.07%
-23.2%
Q4 2021$442,000
+81.9%
9,694
+83.5%
0.10%
+53.2%
Q3 2021$243,0005,2820.06%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Pacific Edge Advisors, LLC 352,745$14,113,00010.08%
BTS Asset Management, Inc. 5,169$237,0004.54%
Edmonds Duncan Registered Investment Advisors, LLC 387,370$15,498,0003.94%
Sunbelt Securities, Inc. 1,821,415$81,417,0003.49%
Fusion Capital, LLC 63,248$2,531,0003.02%
CONNING INC. 1,685,944$67,455,0002.87%
HOWARD WEALTH MANAGEMENT, LLC 56,728$2,269,0002.38%
FC Advisory LLC 80,944$3,239,0002.24%
Money Design Co.,Ltd. 311,523$12,464,0002.20%
NOTTINGHAM ADVISORS, INC. 354,078$14,442,0002.19%
View complete list of SSGA ACTIVE ETF TR shareholders