Alpha Financial Partners LLC ALLW SSGA ACTIVE TR

Ownership history in Alpha Financial Partners LLC  ·  4 quarters on record

AI Ownership Summary

Alpha Financial Partners LLC reported SSGA ACTIVE TR (ALLW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 3.59% in 2026 Q1. The latest visible filing shows ALLW at 3.59% 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 ALLW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpha Financial Partners 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 Q1

ALLW was reported at 3.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.59% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 Alpha Financial Partners LLC held ALLW — position size vs. price
% of Fund (quarterly)    ALLW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 210,449 +24,041 +12.9% 3.59% $6.1M 2026-05-13 $30.25
2025 Q4 ADDED 186,408 +172,368 +1227.7% 3.13% $5.1M 2026-02-10 $29.20
2025 Q3 ADDED 14,040 +5,805 +70.5% 0.25% $391K 2025-11-07 $27.29
2025 Q2 INITIATED 8,235 0.15% $215K 2025-07-25 $25.09

FAQ About Alpha Financial Partners LLC and ALLW

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

How long has Alpha Financial Partners LLC reported owning ALLW?

Alpha Financial Partners LLC reported ALLW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ALLW position in Alpha Financial Partners LLC's portfolio?

The largest reported portfolio weight for ALLW was 3.59% in 2026 Q1.

What is the latest reported ALLW position on this page?

The most recent filing on this page is 2026 Q1, when Alpha Financial Partners LLC reported 210,449 shares, equal to 3.59% of portfolio, with an estimated market value of $6.1M.

What does the chart on this ALLW ownership page compare?

The chart compares Alpha Financial Partners LLC's quarterly ALLW 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.

How well did Alpha Financial Partners LLC time their ALLW position?

Based on 13F filing dates vs. subsequent ALLW price moves, Alpha Financial Partners LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ALLW relative to SPY over the holding period was +3.3%.

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