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 535 filers reported holding SSGA ACTIVE ETF TR in Q2 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
FC Advisory LLC 143,318$6,009,3172.32%
Fragasso Group Inc. 181,041$7,591,0660.69%
COUNTRY TRUST BANK 450,883$18,905,5240.53%
Aletheian Wealth Advisors LLC 6,931$290,6170.19%
WealthPlan Investment Management, LLC 13,096$549,1010.09%
Capital Investment Advisors, LLC 58,411$2,449,1760.06%
RVW Wealth, LLC 6,307$264,4530.03%
GoalVest Advisory LLC 243$10,1890.00%
Global Wealth Strategies & Associates 0$70.00%
View complete list of SSGA ACTIVE ETF TR shareholders