WealthPlan Investment Management, 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
WealthPlan Investment Management, LLC ownership history of SSGA ACTIVE ETF TR
ValueSharesWeighting
Q4 2023$549,101
-11.8%
13,096
-11.8%
0.09%
-20.0%
Q3 2023$622,644
+57.1%
14,850
+56.9%
0.11%
-6.8%
Q2 2023$396,286
-77.0%
9,465
-77.2%
0.12%
-60.1%
Q1 2023$1,720,541
-54.1%
41,499
-53.5%
0.30%
+13.0%
Q4 2022$3,749,338
-22.4%
89,334
-24.2%
0.26%
-25.8%
Q3 2022$4,833,000
-78.2%
117,860
-76.4%
0.35%
-77.1%
Q1 2022$22,187,000498,9051.54%
Other shareholders
SSGA ACTIVE ETF TR shareholders Q3 2023
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