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Beta Wealth Group, Inc.
> SRLN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | SSGA Active Trust | SRLN | 114,336 | -10,377 | 4,787,236,000 | -383,360,000 | $41,869.89 |
| 03/31/2023 | SSGA Active Trust | SRLN | 124,713 | 9,893 | 5,170,596,000 | 5,165,815,000 | $41,459.96 |
| 06/30/2022 | SSGA Active Trust | SRLN | 114,820 | -70,784 | 4,781,000 | -3,564,000 | $41.64 |
| 03/31/2022 | SSGA Active Trust | SRLN | 185,604 | 35,496 | 8,345,000 | 1,437,000 | $44.96 |
| 12/31/2021 | SSGA Active Trust | SRLN | 150,108 | 0 | 6,908,000 | 0 | $46.02 |
| 09/30/2021 | SSGA Active Trust | SRLN | 150,108 | 150,108 | 6,908,000 | 6,908,000 | $46.02 |
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