Bell Investment Advisors, Inc GSSC — GOLDMAN SACHS ETF TR

Ownership history in Bell Investment Advisors, Inc  ·  9 quarters on record

AI Ownership Summary

Bell Investment Advisors, Inc reported GOLDMAN SACHS ETF TR (GSSC) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.21% in 2025 Q3. The latest visible filing shows GSSC at 1.00% 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.

What this GSSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bell Investment Advisors, Inc's position in GOLDMAN SACHS 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
2026 Q1

GSSC was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2025 Q3

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 2026 Q1

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.

GSSC stock page Bell Investment Advisors, Inc fund profile Bell Investment Advisors, Inc full holdings
How Bell Investment Advisors, Inc held GSSC — position size vs. price
% of Fund (quarterly)    GSSC 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)
2026 Q1 REDUCED — — — 85,439 -4,033 -4.5% 1.00% $6.4M 2026-04-17 $82.40
2025 Q4 REDUCED 9.3% -1.2% ✅ 89,472 -9,184 -9.3% 1.07% $6.8M 2026-02-24 $78.56
2025 Q3 ADDED — — — 98,656 +1,820 +1.9% 1.21% $7.4M 2025-11-21 $71.55
2025 Q2 ADDED — — — 96,836 +9,691 +11.1% 1.14% $6.6M 2025-08-11 $68.63
2025 Q1 ADDED — — — 87,145 +445 +0.5% 1.02% $5.5M 2025-05-16 $65.79
2024 Q4 ADDED — — — 86,700 +2,013 +2.4% 1.12% $6.0M 2025-02-07 $69.41
2024 Q3 ADDED — — — 84,687 +9,353 +12.4% 1.08% $5.9M 2024-11-13 $72.30
2024 Q2 ADDED — — — 75,334 +18,749 +33.1% 0.94% $4.8M 2024-08-08 $63.15
2024 Q1 INITIATED — — — 56,585 — — 0.72% $3.7M 2024-05-08 $62.06

🏢 Other funds also holding GSSC

As of 2026 Q2 — sorted by position size

Paul R. Ried Financial Group, LLC 7.64% Richard P Slaughter Associates Inc 3Y 4.34% High Probability Advisors, LLC 1.65% Westwind Capital 3Y 7Y 1.39% Heck Capital Advisors, LLC 0.83% Curated Wealth Partners LLC 3Y 0.68% Syntegra Private Wealth Group, LLC 3Y 0.13% CoreCap Advisors, LLC 3Y 0.12% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.05% Dynamic Advisor Solutions LLC 3Y 7Y 0.04%

FAQ About Bell Investment Advisors, Inc and GSSC

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

How long has Bell Investment Advisors, Inc reported owning GSSC?

Bell Investment Advisors, Inc reported GSSC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GSSC position in Bell Investment Advisors, Inc's portfolio?

The largest reported portfolio weight for GSSC was 1.21% in 2025 Q3.

What is the latest reported GSSC position on this page?

The most recent filing on this page is 2026 Q1, when Bell Investment Advisors, Inc reported 85,439 shares, equal to 1.00% of portfolio, with an estimated market value of $6.4M.

What does the chart on this GSSC ownership page compare?

The chart compares Bell Investment Advisors, Inc's quarterly GSSC 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 Bell Investment Advisors, Inc time their GSSC position?

Based on 13F filing dates vs. subsequent GSSC price moves, Bell Investment Advisors, Inc correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on GSSC relative to SPY over the holding period was -2.9%.

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