Advisory Alpha, LLC SRLN — SSGA ACTIVE ETF TR

Ownership history in Advisory Alpha, LLC  ·  15 quarters on record

AI Ownership Summary

Advisory Alpha, LLC reported SSGA ACTIVE ETF TR (SRLN) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.16% in 2025 Q2. The latest visible filing shows SRLN at 2.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SRLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Alpha, LLC's position in SSGA ACTIVE ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SRLN was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.16% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SRLN stock page Advisory Alpha, LLC fund profile Advisory Alpha, LLC full holdings
How Advisory Alpha, LLC held SRLN — position size vs. price
% of Fund (quarterly)    SRLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,803,133 +18,096 +1.0% 2.03% $74.4M 2026-02-14 (Est.) $39.92
2025 Q3 ADDED — — — 1,785,037 +119,861 +7.2% 2.06% $73.8M 2025-11-12 $39.90
2025 Q2 ADDED — — — 1,665,176 +913,581 +121.6% 2.16% $69.3M 2025-08-01 $39.07
2025 Q1 ADDED — — — 751,595 +743,387 +9056.9% 1.92% $30.9M 2025-04-08 $36.54
2024 Q4 REDUCED 17.2% -0.2% ✅ 8,208 -1,703 -17.2% 0.01% $343K 2025-01-17 $37.95
2024 Q3 ADDED — — — 9,911 +307 +3.2% 0.01% $414K 2024-11-12 $37.41
2024 Q2 REDUCED 31.3% +2.1% ❌ 9,604 -4,381 -31.3% 0.02% $401K 2024-08-21 $36.41
2024 Q1 REDUCED 8.2% +1.6% ❌ 13,985 -1,242 -8.2% 0.02% $589K 2024-05-06 $35.85
2023 Q4 ADDED — — — 15,227 +2,714 +21.7% 0.03% $639K 2024-01-23 $34.88
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SRLN

As of 2026 Q1 — sorted by position size

Arizona PSPRS Trust 12.49% Asset Allocation & Management Company, LLC 3Y 7.84% Symetra Investment Management Co 3Y 5.2% HORIZON FINANCIAL SERVICES, LLC 3Y 4.89% BLUELINE ADVISORS LLC 4.68% MRA Advisory Group 3Y 4.14% Live Oak Investment Partners 3Y 3.64% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 3.62% Twelve Points Wealth Management LLC 3Y 3.35% Westview Management dba Westview Investment Advisors 3.13%

FAQ About Advisory Alpha, LLC and SRLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Alpha, LLC reported owning SRLN?

Advisory Alpha, LLC reported SRLN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SRLN position in Advisory Alpha, LLC's portfolio?

The largest reported portfolio weight for SRLN was 2.16% in 2025 Q2.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2025 Q4, when Advisory Alpha, LLC reported 1,803,133 shares, equal to 2.03% of portfolio, with an estimated market value of $74.4M.

What does the chart on this SRLN ownership page compare?

The chart compares Advisory Alpha, LLC's quarterly SRLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisory Alpha, LLC time their SRLN position?

Based on 13F filing dates vs. subsequent SRLN price moves, Advisory Alpha, LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on SRLN relative to SPY over the holding period was -9.1%.

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