SRLN — SSGA ACTIVE ETF TR

Ownership history in Diversify Advisory Services, LLC  ·  3 quarters on record

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

Peak position
0.98% (2025 Q4)
Avg. % of fund
0.34%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 747,744 +733,327 +5086.5% 0.98% $31.0M $40.79
2025 Q3 ADDED 14,417 +9,047 +168.5% 0.02% $595K $40.07
2024 Q3 INITIATED 5,370 — — 0.01% $225K $37.21
% of Fund (quarterly)    SRLN price (monthly, adj. close)

Other funds also holding SRLN

As of 2025 Q4 — sorted by position size

Aristotle Pacific Capital, LLC 3Y 25.68% American Beacon Advisors, Inc. 3Y 7Y 21.18% Symetra Investment Management Co 3Y 10.86% Donoghue Forlines LLC 3Y 7Y 7.48% Asset Allocation & Management Company, LLC 3Y 6.11% Refined Wealth Management 3Y 6.11% Liberty Mutual Group Asset Management Inc. 3Y 7Y 5.72% HORIZON FINANCIAL SERVICES, LLC 3Y 4.15% MRA Advisory Group 3Y 4.15% Live Oak Investment Partners 3Y 3.91%
← Back to Diversify Advisory Services, LLC Holdings