SSGA ACTIVE ETF TR

Ticker: SRLN CUSIP: 78467V608 Class: BLACKSTONE SENR

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 159,608 Value ($000) $6,587 Avg Close — Range —
Q3 2025
Shares 160,272 Value ($000) $6,664 Avg Close — Range —
Q2 2025
Shares 122,331 Value ($000) $5,088 Avg Close — Range —
Q1 2025
Shares 126,105 Value ($000) $5,187 Avg Close — Range —
Q4 2024
Shares 87,498 Value ($000) $3,651 Avg Close — Range —
Q3 2024
Shares 82,605 Value ($000) $3,450 Avg Close — Range —
Q2 2024
Shares 77,006 Value ($000) $3,219 Avg Close — Range —
Q1 2024
Shares 72,670 Value ($000) $3,060 Avg Close — Range —
Q4 2023
Shares 63,731 Value ($000) $2,672 Avg Close — Range —
Q3 2023
Shares 63,784 Value ($000) $2,674 Avg Close — Range —
Q2 2023
Shares 114,336 Value ($000) $4,787 Avg Close — Range —
Q1 2023
Shares 124,713 Value ($000) $5,171 Avg Close — Range —
Q4 2022
Shares 111,369 Value ($000) $4,555 Avg Close — Range —
Q3 2022
Shares 109,191 Value ($000) $4,463 Avg Close — Range —
Q2 2022
Shares 114,820 Value ($000) $4,781 Avg Close — Range —
Q1 2022
Shares 185,604 Value ($000) $8,345 Avg Close — Range —
Q4 2021
Shares 150,108 Value ($000) $6,908 Avg Close — Range —
Q3 2021
Shares 150,108 Value ($000) $6,908 Avg Close — Range —