SRLN β€” SSGA ACTIVE ETF TR

Ownership history in Shilanski & Associates, Inc.  Β·  12 quarters on record

AI Ownership Summary

Shilanski & Associates, Inc. reported SSGA ACTIVE ETF TR (SRLN) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.7% in 2023 Q4. The latest visible filing shows SRLN at 2.48% 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 SRLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shilanski & Associates, Inc.'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 Q3

SRLN was reported at 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% in 2023 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 Q3

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 Shilanski & Associates, Inc. held SRLN β€” position size vs. price
% of Fund (quarterly)    SRLN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 223,982 +14,287 +6.8% 2.48% $9.3M 2025-11-14 (Est.) $40.05
2025 Q2 ADDED 209,695 +5,883 +2.9% 2.49% $8.7M 2025-08-01 $39.28
2025 Q1 ADDED 203,812 +10,502 +5.4% 2.62% $8.4M 2025-04-25 $37.85
2024 Q4 ADDED 193,310 +6,287 +3.4% 2.59% $8.1M 2025-01-21 $38.17
2024 Q3 REDUCED 187,023 -938 -0.5% 2.54% $7.8M 2024-11-12 $37.61
2024 Q2 ADDED 187,961 +6,483 +3.6% 2.64% $7.9M 2024-07-18 $36.45
2024 Q1 ADDED 181,478 +12,528 +7.4% 2.63% $7.6M 2024-04-11 $35.69
2023 Q4 ADDED 168,950 +12,528 +8.0% 2.70% $7.1M 2024-01-10 $35.02
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Shilanski & Associates, Inc. and SRLN

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

How long has Shilanski & Associates, Inc. reported owning SRLN?

Shilanski & Associates, Inc. reported SRLN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SRLN position in Shilanski & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SRLN was 2.70% in 2023 Q4.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2025 Q3, when Shilanski & Associates, Inc. reported 223,982 shares, equal to 2.48% of portfolio, with an estimated market value of $9.3M.

What does the chart on this SRLN ownership page compare?

The chart compares Shilanski & Associates, Inc.'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.

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