EMTL β€” SSGA ACTIVE TR

Ownership history in Treasure Coast Financial Planning  Β·  17 quarters on record

AI Ownership Summary

Treasure Coast Financial Planning reported SSGA ACTIVE TR (EMTL) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.59% in 2024 Q2. The latest visible filing shows EMTL at 3.10% 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 EMTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Treasure Coast Financial Planning'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
2025 Q4

EMTL was reported at 3.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.59% in 2024 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 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.

How Treasure Coast Financial Planning held EMTL β€” position size vs. price
% of Fund (quarterly)    EMTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 134,629 +6,716 +5.3% 3.10% $5.8M 2026-02-14 (Est.) $42.80
2025 Q3 ADDED 127,913 +4,046 +3.3% 3.13% $5.6M 2025-11-03 $42.63
2025 Q2 ADDED 123,867 +953 +0.8% 3.12% $5.3M 2025-08-14 $42.09
2025 Q1 ADDED 122,914 +5,178 +4.4% 3.28% $5.3M 2025-05-05 $40.41
2024 Q4 REDUCED 117,736 -15,462 -11.6% 3.27% $5.0M 2025-01-31 $39.96
2024 Q3 ADDED 133,198 +4,214 +3.3% 3.58% $5.8M 2024-11-13 $39.82
2024 Q2 ADDED 128,984 +1,825 +1.4% 3.59% $5.5M 2024-07-22 $38.87
2024 Q1 ADDED 127,159 +4,393 +3.6% 3.51% $5.4M 2024-04-26 $37.69
2023 Q4 REDUCED 122,766 -9,474 -7.2% 3.59% $5.1M 2024-02-01 $37.63
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Treasure Coast Financial Planning and EMTL

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

How long has Treasure Coast Financial Planning reported owning EMTL?

Treasure Coast Financial Planning reported EMTL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EMTL position in Treasure Coast Financial Planning's portfolio?

The largest reported portfolio weight for EMTL was 3.59% in 2024 Q2.

What is the latest reported EMTL position on this page?

The most recent filing on this page is 2025 Q4, when Treasure Coast Financial Planning reported 134,629 shares, equal to 3.10% of portfolio, with an estimated market value of $5.8M.

What does the chart on this EMTL ownership page compare?

The chart compares Treasure Coast Financial Planning's quarterly EMTL 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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