Capstone Wealth Management Group LLC SRLN — SSGA ACTIVE ETF TR

Ownership history in Capstone Wealth Management Group LLC  ·  5 quarters on record

AI Ownership Summary

Capstone Wealth Management Group LLC reported SSGA ACTIVE ETF TR (SRLN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.3% in 2025 Q1. The latest visible filing shows SRLN at 0.83% 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 SRLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capstone Wealth Management Group 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
2026 Q1

SRLN was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% 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
2025 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.

SRLN stock page Capstone Wealth Management Group LLC fund profile Capstone Wealth Management Group LLC full holdings
How Capstone Wealth Management Group 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 33,415 -1,200 -3.5% 0.83% $1.3M 2026-04-16 $40.11
2025 Q4 ADDED — — — 34,615 +400 +1.2% 0.87% $1.4M 2026-01-09 $40.46
2025 Q3 UNCHANGED — — — 34,215 — 0% 0.91% $1.4M 2025-11-14 $39.83
2025 Q2 REDUCED 13.5% +1.9% ❌ 34,215 -5,325 -13.5% 1.04% $1.4M 2025-07-15 $39.05
2025 Q1 INITIATED — — — 39,540 — — 1.30% $1.6M 2025-05-13 $38.24

🏢 Other funds also holding SRLN

As of 2026 Q1 — sorted by position size

CNO Financial Group, Inc. 3Y 7Y 19.84% 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%

FAQ About Capstone Wealth Management Group 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 Capstone Wealth Management Group LLC reported owning SRLN?

Capstone Wealth Management Group LLC reported SRLN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SRLN position in Capstone Wealth Management Group LLC's portfolio?

The largest reported portfolio weight for SRLN was 1.30% in 2025 Q1.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2026 Q1, when Capstone Wealth Management Group LLC reported 33,415 shares, equal to 0.83% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SRLN ownership page compare?

The chart compares Capstone Wealth Management Group 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 Capstone Wealth Management Group LLC time their SRLN position?

Based on 13F filing dates vs. subsequent SRLN price moves, Capstone Wealth Management Group LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SRLN relative to SPY over the holding period was -14.3%.

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