Dynamic Advisor Solutions LLC SRLN — SSGA ACTIVE ETF TR

Ownership history in Dynamic Advisor Solutions LLC  ·  18 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported SSGA ACTIVE ETF TR (SRLN) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2024 Q1. The latest visible filing shows SRLN at 0.01% 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 SRLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in SSGA ACTIVE ETF 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

SRLN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

SRLN stock page Dynamic Advisor Solutions LLC fund profile Dynamic Advisor Solutions LLC full holdings
How Dynamic Advisor Solutions LLC held SRLN — position size vs. price
% of Fund (quarterly)    SRLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,053 -1,735 -14.7% 0.01% $405K 2026-07-07 $40.28
2026 Q1 REDUCED 34.6% +1.9% ❌ 11,788 -6,235 -34.6% 0.01% $473K 2026-04-08 $39.60
2025 Q4 REDUCED 8.7% -1.6% ✅ 18,023 -1,718 -8.7% 0.02% $744K 2026-01-09 $39.99
2025 Q3 ADDED — — — 19,741 +709 +3.7% 0.02% $821K 2025-10-09 $39.04
2025 Q2 ADDED — — — 19,032 +6,701 +54.3% 0.02% $792K 2025-07-09 $38.52
2025 Q1 REDUCED 5.9% +3.1% ❌ 12,331 -777 -5.9% 0.02% $507K 2025-04-17 $36.85
2024 Q3 REDUCED 62.1% +2.6% ❌ 13,108 -21,457 -62.1% 0.02% $547K 2024-10-07 $36.52
2024 Q2 REDUCED 86.4% +2.1% ❌ 34,565 -219,092 -86.4% 0.05% $1.4M 2024-07-15 $35.80
2024 Q1 ADDED — — — 253,657 +16,367 +6.9% 0.36% $10.7M 2024-04-12 $35.04
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SRLN

As of 2026 Q2 — sorted by position size

Ocean Park Asset Management, LLC 3Y 6.14% MRA Advisory Group 3Y 3.79% Vertrix Wealth Management, LLC 1.99% Stablepoint Partners, LLC 1.5% Matthew Goff Investment Advisor, LLC 3Y 7Y 1.44% Windsor Capital Management, LLC 3Y 7Y 1.32% City Center Advisors, LLC 1.19% KMG FIDUCIARY PARTNERS, LLC 3Y 7Y 0.97% Fragasso Financial Advisors Inc 3Y 7Y 0.57% STABLEFORD CAPITAL II LLC 3Y 0.42%

FAQ About Dynamic Advisor Solutions LLC and SRLN

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

How long has Dynamic Advisor Solutions LLC reported owning SRLN?

Dynamic Advisor Solutions LLC reported SRLN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SRLN position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for SRLN was 0.36% in 2024 Q1.

What is the latest reported SRLN position on this page?

The most recent filing on this page is 2026 Q2, when Dynamic Advisor Solutions LLC reported 10,053 shares, equal to 0.01% of portfolio, with an estimated market value of $405K.

What does the chart on this SRLN ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly SRLN 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 Dynamic Advisor Solutions LLC time their SRLN position?

Based on 13F filing dates vs. subsequent SRLN price moves, Dynamic Advisor Solutions LLC correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on SRLN relative to SPY over the holding period was +84.0%.

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