XLSR — SSGA ACTIVE TR

Ownership history in TAP Consulting, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which TAP Consulting, LLC reported a position in SSGA ACTIVE TR (XLSR). 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
1.14% (2024 Q4)
Avg. % of fund
0.91%
First filed
2023 Q3
Last filed
2024 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 104,134 +3,120 +3.1% 1.14% $5.6M $53.10
2024 Q3 ADDED 101,014 +1,442 +1.4% 1.03% $5.2M $51.44
2024 Q2 REDUCED 99,572 -875 -0.9% 1.07% $5.1M $50.40
2024 Q1 ADDED 100,447 +445 +0.4% 1.10% $5.0M $49.28
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLSR price (monthly, adj. close)

Other funds also holding XLSR

As of 2025 Q4 — sorted by position size

Hibernia Wealth Partners, LLC 7.9% LANDMARK WEALTH MANAGEMENT, INC. 6.39% Mosley Wealth Management 5.51% LOCKERMAN FINANCIAL GROUP, INC. 3Y 4.53% Raleigh Capital Management Inc. 3Y 2.94% Aspire Private Capital, LLC 3Y 7Y 2.85% International Private Wealth Advisors LLC 2.47% Austin Private Wealth, LLC 3Y 1.59% Global Financial Private Client, LLC 1.4% WealthPoint Financial, LLC 1.36%
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