SRLN SSGA ACTIVE ETF TR

Ownership history in Hofer & Associates. Inc  ·  14 quarters on record

AI Ownership Summary

Hofer & Associates. Inc reported SSGA ACTIVE ETF TR (SRLN) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.64% in 2023 Q4. The latest visible filing shows SRLN at 1.93% 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 Hofer & Associates. Inc'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 Q4

SRLN was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% 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 2025 Q4

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 Hofer & Associates. Inc held SRLN — position size vs. price
% of Fund (quarterly)    SRLN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 88,201 +4,132 +4.9% 1.93% $3.6M 2026-02-14 (Est.) $40.39
2025 Q3 REDUCED 84,069 -224 -0.3% 2.00% $3.5M 2025-10-21 $39.99
2025 Q2 REDUCED 84,293 -4,957 -5.6% 2.19% $3.5M 2025-07-15 $39.51
2025 Q1 ADDED 89,250 +1,471 +1.7% 2.49% $3.7M 2025-04-23 $37.94
2024 Q4 ADDED 87,779 +11,574 +15.2% 2.46% $3.7M 2025-01-24 $38.44
2024 Q3 REDUCED 76,205 -13 -0.0% 2.20% $3.2M 2024-10-21 $37.64
2024 Q2 ADDED 76,218 +1,911 +2.6% 2.47% $3.2M 2024-07-18 $36.67
2024 Q1 ADDED 74,307 +6,458 +9.5% 2.63% $3.1M 2024-04-22 $35.96
2023 Q4 REDUCED 67,849 -2,674 -3.8% 2.64% $2.8M 2024-01-22 $35.28
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Hofer & Associates. Inc and SRLN

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

How long has Hofer & Associates. Inc reported owning SRLN?

Hofer & Associates. Inc reported SRLN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SRLN position in Hofer & Associates. Inc's portfolio?

The largest reported portfolio weight for SRLN was 2.64% in 2023 Q4.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2025 Q4, when Hofer & Associates. Inc reported 88,201 shares, equal to 1.93% of portfolio, with an estimated market value of $3.6M.

What does the chart on this SRLN ownership page compare?

The chart compares Hofer & Associates. Inc'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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