SEC 13F Intelligence

Windsor Wealth Management, Inc. / SRLN

Windsor Wealth Management, Inc.’s Ssga Active Etf Tr Position

Does Windsor Wealth Management, Inc. own Ssga Active Etf Tr (SRLN)? Yes — 146.0K shares worth $6M (+1.12% of its 13F portfolio) as of Q3 2023, up from 139.9K shares the prior filed quarter.

Position Value
$6M
Q3 2023
Shares
146.0K
% of Portfolio
+1.12%
Quarters Held
7
currently held

Position History SRLN

Reported value by quarter
Q1 ’22: $393,000Q1 ’22Q2 ’22: $854,000Q2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $4MQ4 ’22Q1 ’23: $5MQ1 ’23Q2 ’23: $6MQ2 ’23Q3 ’23: $6MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023146.0K$6M+1.12%
Q2 2023139.9K$6M+1.05%
Q1 2023123.9K$5M+0.99%
Q4 202289.2K$4M+0.77%
Q3 202250.3K$2M+0.52%
Q2 202220.6K$854,000+0.22%
Q1 20228.8K$393,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windsor Wealth Management, Inc.’s full portfolio or all institutional holders of SRLN.