SRLN — SSGA ACTIVE ETF TR

Ownership history in Nicholas Wealth, LLC.  ·  9 quarters on record

AI Ownership Summary

Nicholas Wealth, LLC. reported SSGA ACTIVE ETF TR (SRLN) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 1.08% in 2023 Q3. The latest visible filing shows SRLN at 0.18% 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.

What this SRLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholas Wealth, 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 Q3

SRLN was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2023 Q3

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 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.

SRLN stock page Nicholas Wealth, LLC. fund profile Nicholas Wealth, LLC. full holdings
How Nicholas Wealth, LLC. 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 Q3 REDUCED 10,307 -674 -6.1% 0.18% $429K 2025-10-20 $40.01
2025 Q2 REDUCED 10,981 -8,731 -44.3% 0.22% $457K 2025-08-11 $39.62
2025 Q1 REDUCED 19,712 -985 -4.8% 0.47% $811K 2025-05-06 $38.26
2024 Q4 REDUCED 20,697 -1,009 -4.6% 0.47% $867K 2025-01-14 $38.30
2024 Q3 REDUCED 21,706 -1,151 -5.0% 0.56% $906K 2024-10-29 $37.63
2024 Q2 REDUCED 22,857 -2,684 -10.5% 0.67% $955K 2024-08-05 $36.20
2024 Q1 REDUCED 25,541 -3,245 -11.3% 0.81% $1.1M 2024-04-19 $35.90
2023 Q4 ADDED 28,786 +735 +2.6% 1.03% $1.2M 2024-01-11 $35.25
2023 Q3 INITIATED 28,051 — — 1.08% $1.2M 2023-10-25 $34.07

🏢 Other funds also holding SRLN

As of 2025 Q4 — sorted by position size

Aristotle Pacific Capital, LLC 3Y 25.68% American Beacon Advisors, Inc. 3Y 7Y 21.18% Symetra Investment Management Co 3Y 10.86% Donoghue Forlines LLC 3Y 7Y 7.48% Asset Allocation & Management Company, LLC 3Y 6.11% Refined Wealth Management 3Y 6.11% Liberty Mutual Group Asset Management Inc. 3Y 7Y 5.72% HORIZON FINANCIAL SERVICES, LLC 3Y 4.15% MRA Advisory Group 3Y 4.15% Live Oak Investment Partners 3Y 3.91%

FAQ About Nicholas Wealth, LLC. and SRLN

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

How long has Nicholas Wealth, LLC. reported owning SRLN?

Nicholas Wealth, LLC. reported SRLN across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported SRLN position in Nicholas Wealth, LLC.'s portfolio?

The largest reported portfolio weight for SRLN was 1.08% in 2023 Q3.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2025 Q3, when Nicholas Wealth, LLC. reported 10,307 shares, equal to 0.18% of portfolio, with an estimated market value of $429K.

What does the chart on this SRLN ownership page compare?

The chart compares Nicholas Wealth, LLC.'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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