RLY β€” SSGA ACTIVE ETF TR

Ownership history in MBE Wealth Management, LLC  Β·  16 quarters on record

AI Ownership Summary

MBE Wealth Management, LLC reported SSGA ACTIVE ETF TR (RLY) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.43% in 2024 Q1. The latest visible filing shows RLY at 1.18% 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 MBE Wealth Management, 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 Q4

RLY was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.43% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 MBE Wealth Management, LLC held RLY β€” position size vs. price
% of Fund (quarterly)    RLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 89,379 +1,346 +1.5% 1.18% $2.8M 2026-02-14 (Est.) $35.09
2025 Q3 ADDED 88,033 +1,323 +1.5% 1.18% $2.7M 2025-10-28 $30.45
2025 Q2 ADDED 86,710 +92 +0.1% 1.10% $2.5M 2025-07-16 $28.68
2025 Q1 ADDED 86,618 +10,854 +14.3% 1.18% $2.5M 2025-04-22 $26.96
2024 Q4 REDUCED 75,764 -12,167 -13.8% 1.15% $2.0M 2025-01-22 $27.14
2024 Q3 ADDED 87,931 +2,440 +2.9% 1.39% $2.5M 2024-10-21 $27.37
2024 Q2 ADDED 85,491 +2,634 +3.2% 1.43% $2.4M 2024-07-22 $26.58
2024 Q1 ADDED 82,857 +2,973 +3.7% 1.43% $2.3M 2024-04-22 $26.20
2023 Q4 REDUCED 79,884 -1,425 -1.8% 1.11% $2.2M 2024-01-29 $24.99
2023 Q3 REDUCED 81,309 -7,514 -8.5% 1.26% $2.2M 2023-10-16 $24.67
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MBE Wealth Management, LLC and RLY

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

How long has MBE Wealth Management, LLC reported owning RLY?

MBE Wealth Management, LLC reported RLY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported RLY position in MBE Wealth Management, LLC's portfolio?

The largest reported portfolio weight for RLY was 1.43% in 2024 Q1.

What is the latest reported RLY position on this page?

The most recent filing on this page is 2025 Q4, when MBE Wealth Management, LLC reported 89,379 shares, equal to 1.18% of portfolio, with an estimated market value of $2.8M.

What does the chart on this RLY ownership page compare?

The chart compares MBE Wealth Management, LLC'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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