SRLN SSGA ACTIVE ETF TR

Ownership history in Cornerstone Advisory, LLC  ·  17 quarters on record

AI Ownership Summary

Cornerstone Advisory, LLC reported SSGA ACTIVE ETF TR (SRLN) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q1. The latest visible filing shows SRLN at 0.06% 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 Cornerstone Advisory, 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 Q3

SRLN was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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
2023 Q4 to 2025 Q3

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 Cornerstone Advisory, LLC held SRLN — position size vs. price
% of Fund (quarterly)    SRLN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,267 -926 -5.7% 0.06% $635K 2025-11-07 $40.28
2025 Q2 ADDED 16,193 +382 +2.4% 0.07% $673K 2025-07-30 $39.58
2025 Q1 ADDED 15,811 +1,335 +9.2% 0.08% $644K 2025-05-07 $38.29
2024 Q4 ADDED 14,476 +9,064 +167.5% 0.07% $604K 2025-02-18 $38.48
2024 Q3 ADDED 5,412 +146 +2.8% 0.03% $226K 2024-11-12 $37.85
2024 Q2 REDUCED 5,266 -1,941 -26.9% 0.03% $220K 2024-08-14 $36.63
2024 Q1 ADDED 7,207 +1,576 +28.0% 0.04% $304K 2024-05-08 $36.27
2023 Q4 REDUCED 5,631 -734 -11.5% 0.04% $236K 2024-02-13 $35.29
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cornerstone Advisory, 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 Cornerstone Advisory, LLC reported owning SRLN?

Cornerstone Advisory, LLC reported SRLN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for SRLN was 0.08% in 2025 Q1.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2025 Q3, when Cornerstone Advisory, LLC reported 15,267 shares, equal to 0.06% of portfolio, with an estimated market value of $635K.

What does the chart on this SRLN ownership page compare?

The chart compares Cornerstone Advisory, 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.

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