WOODMONT INVESTMENT COUNSEL LLC MYCH — SSGA ACTIVE TR

Ownership history in WOODMONT INVESTMENT COUNSEL LLC  ·  7 quarters on record

AI Ownership Summary

WOODMONT INVESTMENT COUNSEL LLC reported SSGA ACTIVE TR (MYCH) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows MYCH at 0.03% 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 MYCH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WOODMONT INVESTMENT COUNSEL LLC'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 Q2

MYCH was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

MYCH stock page WOODMONT INVESTMENT COUNSEL LLC fund profile WOODMONT INVESTMENT COUNSEL LLC full holdings
How WOODMONT INVESTMENT COUNSEL LLC held MYCH — position size vs. price
% of Fund (quarterly)    MYCH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 24,207 — 0% 0.03% $603K 2026-07-27 $24.65
2026 Q1 UNCHANGED — — — 24,207 — 0% 0.04% $604K 2026-05-05 $24.52
2025 Q4 UNCHANGED — — — 24,207 — 0% 0.04% $607K 2026-01-21 $24.41
2025 Q3 UNCHANGED — — — 24,207 — 0% 0.04% $608K 2025-11-04 $24.16
2025 Q2 UNCHANGED — — — 24,207 — 0% 0.04% $606K 2025-07-22 $23.74
2025 Q1 UNCHANGED — — — 24,207 — 0% 0.04% $602K 2025-04-22 $23.25
2024 Q4 INITIATED — — — 24,207 — — 0.04% $593K 2025-02-11 $22.92

🏢 Other funds also holding MYCH

As of 2026 Q2 — sorted by position size

Lido Advisors, LLC 3Y 7Y 1.51% Heartwood Wealth Advisors LLC 3Y 0.77% L2 Asset Management, LLC 3Y 0.18% Gryphon Financial Partners LLC 3Y 7Y 0.17% Global Financial Private Client, LLC 0.11% Fourth Dimension Wealth, LLC 0.1% Proficio Capital Partners LLC 3Y 7Y 0.03% Belpointe Asset Management LLC 3Y 7Y 0.01% Gradient Investments LLC 3Y 7Y 0.01% Sanctuary Advisors, LLC 0.0%

FAQ About WOODMONT INVESTMENT COUNSEL LLC and MYCH

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

How long has WOODMONT INVESTMENT COUNSEL LLC reported owning MYCH?

WOODMONT INVESTMENT COUNSEL LLC reported MYCH across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MYCH position in WOODMONT INVESTMENT COUNSEL LLC's portfolio?

The largest reported portfolio weight for MYCH was 0.04% in 2024 Q4.

What is the latest reported MYCH position on this page?

The most recent filing on this page is 2026 Q2, when WOODMONT INVESTMENT COUNSEL LLC reported 24,207 shares, equal to 0.03% of portfolio, with an estimated market value of $603K.

What does the chart on this MYCH ownership page compare?

The chart compares WOODMONT INVESTMENT COUNSEL LLC's quarterly MYCH 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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