MYCF β€” SSGA ACTIVE TR

Ownership history in LPL Financial LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which LPL Financial LLC reported a position in SSGA ACTIVE TR (MYCF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

LPL Financial LLC Γ— MYCF AI Analytics

πŸ“‰ LPL Financial LLC underperformed the S&P 500 by –16.7% annually on this MYCF position. Average cost basis: $24.42. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-16.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.7% ann.
2 quarters analyzed

πŸ’° Entry Quality
$24.42
+1.8% vs current ($24.87)

Best entry: $24.27 (2025 Q2)  Β·  Worst: $24.87 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MYCF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 200,115 +37,149 +22.8% 0.00% $5.0M $24.87
2025 Q3 ADDED 162,966 +25,672 +18.7% 0.00% $4.1M $24.58
2025 Q2 INITIATED 137,294 β€” β€” 0.00% $3.4M $24.27

🏒 Other funds also holding MYCF

As of 2025 Q4 β€” sorted by position size

Motley Fool Wealth Management, LLC 3Y 7Y 1.57% KINTRA WEALTH, LLC 3Y 0.67% Hobbs Group Advisors, LLC 0.17% MARATHON CAPITAL MANAGEMENT 3Y 7Y 0.11% Mayflower Financial Advisors, LLC 3Y 0.08% WOODMONT INVESTMENT COUNSEL LLC 3Y 7Y 0.07% Gradient Investments LLC 3Y 7Y 0.05% Sanctuary Advisors, LLC 0.01% Lido Advisors, LLC 3Y 7Y 0.01% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%
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