REDMONT WEALTH ADVISORS LLC SRLN — SSGA ACTIVE ETF TR

Ownership history in REDMONT WEALTH ADVISORS LLC  ·  8 quarters on record

AI Ownership Summary

REDMONT WEALTH ADVISORS LLC reported SSGA ACTIVE ETF TR (SRLN) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.72% in 2025 Q4. The latest visible filing shows SRLN at 0.72% 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 REDMONT WEALTH ADVISORS 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 Q4

SRLN was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% 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
2023 Q4 to 2025 Q4

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 REDMONT WEALTH ADVISORS LLC fund profile REDMONT WEALTH ADVISORS LLC full holdings
How REDMONT WEALTH ADVISORS LLC held SRLN — position size vs. price
% of Fund (quarterly)    SRLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 11,513 +3,589 +45.3% 0.72% $475K 2026-02-14 (Est.) $39.69
2025 Q3 REDUCED 9.3% +1.7% ❌ 7,924 -812 -9.3% 0.48% $330K 2025-11-17 $39.52
2025 Q1 ADDED — — — 8,736 +1,341 +18.1% 0.70% $359K 2025-04-28 $37.46
2024 Q4 ADDED — — — 7,395 +107 +1.5% 0.53% $309K 2025-01-17 $37.73
2024 Q3 UNCHANGED — — — 7,288 — 0% 0.47% $304K 2024-10-16 $36.90
2024 Q2 ADDED — — — 7,288 +4 +0.1% 0.48% $305K 2024-07-10 $35.97
2024 Q1 ADDED — — — 7,284 +216 +3.1% 0.42% $307K 2024-04-19 $35.28
2023 Q4 INITIATED — — — 7,068 — — 0.43% $296K 2024-01-31 $34.64

🏢 Other funds also holding SRLN

As of 2026 Q1 — sorted by position size

Aristotle Pacific Capital, LLC 3Y 32.54% CNO Financial Group, Inc. 3Y 7Y 19.84% Arizona PSPRS Trust 12.49% Liberty Mutual Group Asset Management Inc. 3Y 7Y 9.7% Asset Allocation & Management Company, LLC 3Y 7.84% Symetra Investment Management Co 3Y 5.2% HORIZON FINANCIAL SERVICES, LLC 3Y 4.89% BLUELINE ADVISORS LLC 4.68% MRA Advisory Group 3Y 4.14% Live Oak Investment Partners 3Y 3.64%

FAQ About REDMONT WEALTH ADVISORS 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 REDMONT WEALTH ADVISORS LLC reported owning SRLN?

REDMONT WEALTH ADVISORS LLC reported SRLN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SRLN position in REDMONT WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for SRLN was 0.72% in 2025 Q4.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2025 Q4, when REDMONT WEALTH ADVISORS LLC reported 11,513 shares, equal to 0.72% of portfolio, with an estimated market value of $475K.

What does the chart on this SRLN ownership page compare?

The chart compares REDMONT WEALTH ADVISORS 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.

How well did REDMONT WEALTH ADVISORS LLC time their SRLN position?

Based on 13F filing dates vs. subsequent SRLN price moves, REDMONT WEALTH ADVISORS LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on SRLN relative to SPY over the holding period was -10.8%.

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