RLY β€” SSGA ACTIVE ETF TR

Ownership history in Capital Analysts, LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in SSGA ACTIVE ETF TR (RLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.36% (2024 Q1)
πŸ“Š Avg. % of fund
0.87%
πŸ“… First filed
2022 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Capital Analysts, LLC Γ— RLY AI Analytics

πŸ“‰ Capital Analysts, LLC underperformed the S&P 500 by –6.3% annually on this RLY position. Timing score: 57% (4/7 decisions correct). Average cost basis: $26.47. Maximum drawdown during holding period: –4.5%.

πŸ“ˆ Position Alpha vs SPY
-6.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.3% ann.
7 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 7 add/trim decisions correct

πŸ’° Entry Quality
$26.47
+18.8% vs current ($31.45)

Best entry: $26.22 (2024 Q1)  Β·  Worst: $31.45 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–4.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
78%
buy-side decisions

7 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.68% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    RLY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 706,302 +38,558 +5.8% 0.68% $22.2M $31.45
2025 Q3 ADDED 667,744 +7,438 +1.1% 0.60% $20.6M $30.24
2025 Q2 ADDED 660,306 +14,119 +2.2% 0.64% $19.2M $28.40
2025 Q1 REDUCED 646,187 -473,842 -42.3% 0.69% $18.4M $27.62
2024 Q4 REDUCED 1,120,029 -3,745 -0.3% 1.22% $30.3M $26.15
2024 Q3 ADDED 1,123,774 +31,077 +2.8% 1.32% $32.3M $27.37
2024 Q2 ADDED 1,092,697 +46,953 +4.5% 1.33% $30.2M $26.24
2024 Q1 ADDED 1,045,744 +1,045,122 +168026.0% 1.36% $29.2M $26.22
2022 Q4 INITIATED 622 β€” β€” 0.00% $17K β€”
← Back to Capital Analysts, LLC Holdings