ARVEST INVESTMENTS, INC. EMTL SSGA ACTIVE TR

Ownership history in ARVEST INVESTMENTS, INC.  ·  9 quarters on record

AI Ownership Summary

ARVEST INVESTMENTS, INC. reported SSGA ACTIVE TR (EMTL) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.39% in 2025 Q1. The latest visible filing shows EMTL at 0.34% 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 EMTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARVEST INVESTMENTS, INC.'s position in SSGA ACTIVE 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

EMTL was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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.

How ARVEST INVESTMENTS, INC. held EMTL — position size vs. price
% of Fund (quarterly)    EMTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 56,055 -20 -0.0% 0.34% $2.4M 2026-01-20 $42.62
2025 Q3 REDUCED 56,075 -601 -1.1% 0.35% $2.5M 2025-10-14 $41.93
2025 Q2 REDUCED 56,676 -414 -0.7% 0.37% $2.4M 2025-07-03 $41.14
2025 Q1 ADDED 57,090 +1,076 +1.9% 0.39% $2.5M 2025-04-15 $39.85
2024 Q4 REDUCED 56,014 -560 -1.0% 0.38% $2.4M 2025-02-11 $39.84
2024 Q3 REDUCED 56,574 -111 -0.2% 0.37% $2.5M 2024-11-04 $39.42
2024 Q2 ADDED 56,685 +953 +1.7% 0.38% $2.4M 2024-08-08 $38.77
2024 Q1 ADDED 55,732 +688 +1.2% 0.37% $2.4M 2024-04-19 $37.35
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ARVEST INVESTMENTS, INC. and EMTL

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

How long has ARVEST INVESTMENTS, INC. reported owning EMTL?

ARVEST INVESTMENTS, INC. reported EMTL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported EMTL position in ARVEST INVESTMENTS, INC.'s portfolio?

The largest reported portfolio weight for EMTL was 0.39% in 2025 Q1.

What is the latest reported EMTL position on this page?

The most recent filing on this page is 2025 Q4, when ARVEST INVESTMENTS, INC. reported 56,055 shares, equal to 0.34% of portfolio, with an estimated market value of $2.4M.

What does the chart on this EMTL ownership page compare?

The chart compares ARVEST INVESTMENTS, INC.'s quarterly EMTL 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 ARVEST INVESTMENTS, INC. time their EMTL position?

Based on 13F filing dates vs. subsequent EMTL price moves, ARVEST INVESTMENTS, INC. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on EMTL relative to SPY over the holding period was -10.1%.

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