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 9 filers reported holding SSGA ACTIVE ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2023
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 267,024$10,921,29913.09%
Aristotle Pacific Capital, LLC 338,054$13,826,40911.83%
PALLADIEM, LLC 253,787$10,379,89210.79%
PPM AMERICA INC/IL 58,800$2,404,9209.58%
Refined Wealth Management 200,445$8,198,1957.17%
Wealth Enhancement & Preservation of GA, LLC 92,032$3,764,1086.14%
Drake & Associates, LLC 257,328$10,524,6975.56%
ARS Wealth Advisors Group, LLC 771,127$31,539,0885.19%
Matthew Goff Investment Advisor, LLC 477,870$19,544,8905.09%
III Capital Management 996,000$40,736,0004.97%
View complete list of SSGA ACTIVE ETF TR shareholders