Navis Wealth Advisors, LLC - SSGA ACTIVE ETF TR ownership

SSGA ACTIVE ETF TR's ticker is SRLN and the CUSIP is 78467V608. A total of 290 filers reported holding SSGA ACTIVE ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$314,475
+0.1%
7,5000.0%0.46%
+58.0%
Q2 2023$314,025
+1.0%
7,5000.0%0.29%
-15.5%
Q1 2023$310,950
+1.4%
7,5000.0%0.34%
-21.8%
Q4 2022$306,750
-0.1%
7,5000.0%0.44%
-8.0%
Q3 2022$307,000
-10.8%
7,500
-9.2%
0.47%
+28.8%
Q2 2022$344,000
+2.1%
8,262
+10.2%
0.37%
+23.1%
Q1 2022$337,000
-1.5%
7,5000.0%0.30%
+3.8%
Q4 2021$342,000
-0.9%
7,5000.0%0.29%
+19.5%
Q3 2021$345,000
-0.6%
7,5000.0%0.24%
-17.2%
Q2 2021$347,000
+1.2%
7,5000.0%0.29%
+9.4%
Q1 2021$343,000
+0.3%
7,5000.0%0.27%
-13.9%
Q4 2020$342,0007,5000.31%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q1 2021
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