HYBL β€” SSGA ACTIVE TR

Ownership history in Sharkey, Howes & Javer  Β·  7 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported SSGA ACTIVE TR (HYBL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.15% in 2025 Q1. The latest visible filing shows HYBL at 0.35% 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 Sharkey, Howes & Javer'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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2025 Q1

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

Time in book
Holding Window
2024 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 Sharkey, Howes & Javer held HYBL β€” position size vs. price
% of Fund (quarterly)    HYBL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 92,402 -37,936 -29.1% 0.35% $2.6M 2026-04-08 $27.92
2025 Q4 REDUCED 130,338 -80,058 -38.1% 0.47% $3.7M 2026-01-13 $28.05
2025 Q3 ADDED 210,396 +134,876 +178.6% 0.77% $6.0M 2025-10-10 $27.29
2025 Q2 REDUCED 75,520 -211,023 -73.6% 0.29% $2.2M 2025-07-10 $27.03
2025 Q1 ADDED 286,543 +193,265 +207.2% 1.15% $8.1M 2025-04-30 $26.05
2024 Q4 ADDED 93,278 +39,646 +73.9% 0.37% $2.6M 2025-02-05 $26.18
2024 Q3 INITIATED 53,632 β€” β€” 0.22% $1.5M 2024-10-21 $25.64

FAQ About Sharkey, Howes & Javer and HYBL

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

How long has Sharkey, Howes & Javer reported owning HYBL?

Sharkey, Howes & Javer reported HYBL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HYBL position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for HYBL was 1.15% in 2025 Q1.

What is the latest reported HYBL position on this page?

The most recent filing on this page is 2026 Q1, when Sharkey, Howes & Javer reported 92,402 shares, equal to 0.35% of portfolio, with an estimated market value of $2.6M.

What does the chart on this HYBL ownership page compare?

The chart compares Sharkey, Howes & Javer'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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