RLY SSGA ACTIVE ETF TR

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  22 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported SSGA ACTIVE ETF TR (RLY) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2023 Q4. The latest visible filing shows RLY at 0.11% 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 RLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV'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

RLY was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2023 Q4

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 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.

How ECLECTIC ASSOCIATES INC /ADV held RLY — position size vs. price
% of Fund (quarterly)    RLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,042 +4,629 +26.6% 0.11% $797K 2026-04-08 $36.53
2025 Q4 REDUCED 17,413 -5,352 -23.5% 0.09% $548K 2026-02-03 $34.20
2025 Q3 REDUCED 22,765 -391 -1.7% 0.13% $703K 2025-10-09 $30.36
2025 Q2 REDUCED 23,156 -5,166 -18.2% 0.15% $674K 2025-07-17 $28.73
2025 Q1 ADDED 28,322 +213 +0.8% 0.22% $808K 2025-04-10 $25.72
2024 Q4 REDUCED 28,109 -330 -1.2% 0.22% $760K 2025-01-21 $27.33
2024 Q3 REDUCED 28,439 -1,343 -4.5% 0.32% $817K 2024-10-04 $27.72
2024 Q2 REDUCED 29,782 -464 -1.5% 0.37% $823K 2024-07-12 $26.81
2024 Q1 REDUCED 30,246 -8,053 -21.0% 0.39% $845K 2024-04-23 $26.27
2023 Q4 ADDED 38,299 +10,118 +35.9% 0.50% $1.0M 2024-01-16 $24.72
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ECLECTIC ASSOCIATES INC /ADV and RLY

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning RLY?

ECLECTIC ASSOCIATES INC /ADV reported RLY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RLY position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for RLY was 0.50% in 2023 Q4.

What is the latest reported RLY position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 22,042 shares, equal to 0.11% of portfolio, with an estimated market value of $797K.

What does the chart on this RLY ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly RLY 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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