FISR β€” SSGA ACTIVE TR

Ownership history in Merit Financial Group, LLC  Β·  9 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported SSGA ACTIVE TR (FISR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows FISR at 0.00% 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 FISR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in SSGA ACTIVE 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 Q3

FISR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

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 Q3

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 Merit Financial Group, LLC held FISR β€” position size vs. price
% of Fund (quarterly)    FISR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 17,785 -1,762 -9.0% 0.00% $463K 2025-10-20 $25.75
2025 Q2 REDUCED 19,547 -7,950 -28.9% 0.01% $505K 2025-07-22 $24.84
2025 Q1 REDUCED 27,497 -7,284 -20.9% 0.01% $712K 2025-04-09 $24.61
2024 Q4 ADDED 34,781 +6,247 +21.9% 0.02% $882K 2025-01-15 $24.06
2024 Q3 REDUCED 28,534 -864 -2.9% 0.02% $759K 2024-10-17 $24.55
2024 Q2 ADDED 29,398 +1,192 +4.2% 0.02% $748K 2024-08-13 $24.53
2024 Q1 ADDED 28,206 +8,905 +46.1% 0.02% $710K 2024-05-06 $23.40
2023 Q4 ADDED 19,301 +4,954 +34.5% 0.02% $502K 2024-02-06 $23.65
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FISR

As of 2026 Q1 β€” sorted by position size

PARK AVENUE SECURITIES LLC 3Y 7Y 0.09% Farther Finance Advisors, LLC 0.0%

FAQ About Merit Financial Group, LLC and FISR

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

How long has Merit Financial Group, LLC reported owning FISR?

Merit Financial Group, LLC reported FISR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FISR position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for FISR was 0.02% in 2024 Q3.

What is the latest reported FISR position on this page?

The most recent filing on this page is 2025 Q3, when Merit Financial Group, LLC reported 17,785 shares, equal to 0.00% of portfolio, with an estimated market value of $463K.

What does the chart on this FISR ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly FISR 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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