Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 05-03-2023 03-31-2023 315 2,850,438,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 1 $324,362,000 3,993,615 11.38 10.45 176,254 4.62 03-31-2023
SSGA ACTIVE ETF TR SPDR TR TACTIC 2 $263,979,000 6,433,807 9.26 7.52 1,212,039 23.21 03-31-2023
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 3 $245,381,000 5,445,646 8.61 8.19 260,999 5.03 03-31-2023
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 4 $178,228,000 5,548,835 6.25 5.61 295,946 5.63 03-31-2023
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