RLY — SSGA ACTIVE ETF TR

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in SSGA ACTIVE ETF TR (RLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.15% (2025 Q4)
Avg. % of fund
1.07%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 219,030 +37,819 +20.9% 2.15% $6.9M $31.45
2025 Q3 ADDED 181,211 +70,424 +63.6% 1.87% $5.6M $30.24
2025 Q2 ADDED 110,787 +34,599 +45.4% 1.26% $3.2M $28.40
2025 Q1 ADDED 76,188 +43,810 +135.3% 1.08% $2.2M $27.62
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RLY price (monthly, adj. close)

Other funds also holding RLY

As of 2025 Q4 — sorted by position size

New England Capital Financial Advisors LLC 3Y 6.07% TOBIAS FINANCIAL ADVISORS, INC. 3Y 4.63% Tilson Financial Group, Inc. 3Y 2.69% Eldridge Investment Advisors, Inc. 3Y 7Y 2.54% Harbor Group, Inc. 3Y 1.38% EARNED WEALTH ADVISORS, LLC 3Y 1.24% MBE Wealth Management, LLC 3Y 1.18% HANTZ FINANCIAL SERVICES, INC. 3Y 0.86% First Heartland Consultants, Inc. 3Y 7Y 0.73% Capital Analysts, LLC 3Y 7Y 0.68%
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