OneAscent Wealth Management LLC HYBL β€” SSGA ACTIVE TR

Ownership history in OneAscent Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

OneAscent Wealth Management LLC reported SSGA ACTIVE TR (HYBL) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.52% in 2025 Q4. The latest visible filing shows HYBL at 1.40% 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 HYBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OneAscent Wealth Management 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
2026 Q1

HYBL was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.52% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 OneAscent Wealth Management LLC held HYBL β€” position size vs. price
% of Fund (quarterly)    HYBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 152,287 -7,888 -4.9% 1.40% $4.2M 2026-04-21 $28.08
2025 Q4 ADDED β€” β€” β€” 160,175 +7,732 +5.1% 1.52% $4.6M 2026-02-11 $28.04
2025 Q3 INITIATED β€” β€” β€” 152,443 β€” β€” 1.47% $4.4M 2025-10-31 $27.58

FAQ About OneAscent Wealth Management LLC and HYBL

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

How long has OneAscent Wealth Management LLC reported owning HYBL?

OneAscent Wealth Management LLC reported HYBL across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported HYBL position in OneAscent Wealth Management LLC's portfolio?

The largest reported portfolio weight for HYBL was 1.52% in 2025 Q4.

What is the latest reported HYBL position on this page?

The most recent filing on this page is 2026 Q1, when OneAscent Wealth Management LLC reported 152,287 shares, equal to 1.40% of portfolio, with an estimated market value of $4.2M.

What does the chart on this HYBL ownership page compare?

The chart compares OneAscent Wealth Management LLC's quarterly HYBL 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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