Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SSGA ACTIVE ETF TR (SRLN)

495 + Investors. Track Smart Money conviction in SRLN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — SRLN

Based on 493 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SRLN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
493 hedge funds hold SRLN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SRLN is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

290 buying212 selling
Last quarter: 290 funds bought or added vs 212 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new SRLN position: 59 → 60 → 41 → 76. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 23% medium ■ 15% new
305 out of 493 hedge funds have held SRLN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -29%

Value
-29%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~76 new funds/quarter

59 → 59 → 60 → 41 → 76 new funds/Q
New funds entering each quarter: 59 → 60 → 41 → 76. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 16% 1-2yr ■ 20% new
Of 495 current holders: 314 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
20 of 493 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SRLN

How many hedge funds hold SRLN — quarterly history vs. share price
Quarterly hedge fund ownership of SRLN vs. share price

Market Analysis: SRLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SRLN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 15 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: SRLN
2026 Q1 Stats Unlock in 19 days 495 + Investors

Track Smart Money conviction in SRLN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 495 475 4.21%
13F Shares 123M 129M -5.22%
Total Value $5.06B $7.14B -29.07%
New Positions 76 41 +35
Increased Positions 217 220 -3
Closed Positions 57 60 -3
Reduced Positions 156 153 +3
Total Calls 1 1 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: SRLN

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

495 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SRLN. Verified SEC 13F-HR filings.

Top 25 institutional holders of SRLN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arizona PSPRS Trust 12.49% 8,456,071 $339.4M
2 Asset Allocation & Management Company, LLC 7.84% 526,704 $21K
3 HORIZON FINANCIAL SERVICES, LLC 4.89% 275,617 $11.1M
4 BLUELINE ADVISORS LLC 4.68% 150,481 $6.0M
5 MRA Advisory Group 4.14% 252,778 $10.1M
6 Live Oak Investment Partners 3.64% 153,425 $6.2M
7 FORTEM FINANCIAL GROUP, LLC 3.62% 359,832 $14.4M
8 Twelve Points Wealth Management LLC 3.35% 379,118 $15.2M
9 Liberty Atlantic Advisors LLC 3.02% 88,043 $3.5M
10 O'Connor Financial Group LLC 2.87% 174,552 $7.0M
11 Secure Asset Management, LLC 2.26% 356,099 $14.3M
12 MOULTON WEALTH MANAGEMENT, INC 2.22% 81,542 $3.3M
13 Hofer & Associates. Inc 1.94% 89,976 $3.6M
14 NOVUS ADVISORS, LLC 1.72% 19,107 $767K
15 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.63% 767,782 $30.8M
16 Stablepoint Partners, LLC 1.59% 266,815 $10.7M
17 Windsor Capital Management, LLC 1.47% 129,801 $5.2M
18 North Forty Two & Co. 1.40% 37,681 $1.5M
19 Plan Group Financial, LLC 1.31% 138,766 $5.6M
20 City Center Advisors, LLC 1.27% 34,109 $1.4M
21 Aspire Private Capital, LLC 1.21% 133,859 $5.4M
22 Goldstone Financial Group, LLC 1.21% 276,883 $11.1M
23 Friedenthal Financial 1.13% 56,043 $2.2M
24 Petix & Botte Co 0.96% 107,256 $4.3M
25 Canal Capital Management, LLC 0.95% 175,691 $7.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SSGA ACTIVE ETF TR (SRLN)

What does the Smart Money Trend signal show for SRLN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SRLN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SRLN?

Slight buying edge — 58% buying: Last quarter: 290 funds bought or added vs 212 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SRLN holders?

Strong quality — 37% AUM from major funds: 20 of 493 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SRLN?

62% of holders stayed for 2+ years: 305 out of 493 hedge funds have held SRLN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.