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 ↓
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