Raleigh Capital Management Inc. FISR SSGA ACTIVE TR

Ownership history in Raleigh Capital Management Inc.  ·  18 quarters on record

AI Ownership Summary

Raleigh Capital Management Inc. reported SSGA ACTIVE TR (FISR) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.92% in 2025 Q2. The latest visible filing shows FISR at 4.61% 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 Raleigh Capital Management Inc.'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

FISR was reported at 4.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.92% in 2025 Q2

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 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 Raleigh Capital Management Inc. held FISR — position size vs. price
% of Fund (quarterly)    FISR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 519,004 +75,675 +17.1% 4.61% $13.3M 2026-04-28 $25.55
2025 Q4 ADDED 443,329 +96,022 +27.6% 4.17% $11.5M 2026-01-21 $25.49
2025 Q3 REDUCED 23.5% +1.1% 347,307 -106,518 -23.5% 3.44% $9.0M 2025-11-04 $25.41
2025 Q2 ADDED 453,825 +56,720 +14.3% 4.92% $11.7M 2025-07-17 $24.48
2025 Q1 ADDED 397,105 +9,591 +2.5% 4.65% $10.3M 2025-04-29 $24.67
2024 Q4 ADDED 387,514 +29,101 +8.1% 3.79% $9.8M 2025-01-17 $23.95
2024 Q3 ADDED 358,413 +80,233 +28.8% 3.67% $9.5M 2024-10-21 $24.24
2024 Q2 ADDED 278,180 +26,814 +10.7% 3.01% $7.1M 2024-07-31 $24.07
2024 Q1 ADDED 251,366 +24,759 +10.9% 2.78% $6.4M 2024-05-13 $23.22
2023 Q4 REDUCED 226,607 -1,031 -0.5% 2.74% $5.9M 2024-02-21 $23.18
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Raleigh Capital Management Inc. and FISR

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

How long has Raleigh Capital Management Inc. reported owning FISR?

Raleigh Capital Management Inc. reported FISR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FISR position in Raleigh Capital Management Inc.'s portfolio?

The largest reported portfolio weight for FISR was 4.92% in 2025 Q2.

What is the latest reported FISR position on this page?

The most recent filing on this page is 2026 Q1, when Raleigh Capital Management Inc. reported 519,004 shares, equal to 4.61% of portfolio, with an estimated market value of $13.3M.

What does the chart on this FISR ownership page compare?

The chart compares Raleigh Capital Management Inc.'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.

How well did Raleigh Capital Management Inc. time their FISR position?

Based on 13F filing dates vs. subsequent FISR price moves, Raleigh Capital Management Inc. correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on FISR relative to SPY over the holding period was -11.6%.

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