J2 Capital Management Inc XLSR — SSGA ACTIVE TR

Ownership history in J2 Capital Management Inc  ·  7 quarters on record

AI Ownership Summary

J2 Capital Management Inc reported SSGA ACTIVE TR (XLSR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.3% in 2025 Q3. The latest visible filing shows XLSR at 0.29% 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 XLSR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J2 Capital Management Inc'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

XLSR was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q3

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.

XLSR stock page J2 Capital Management Inc fund profile J2 Capital Management Inc full holdings
How J2 Capital Management Inc held XLSR — position size vs. price
% of Fund (quarterly)    XLSR 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 — — — 6,552 — 0% 0.29% $425K 2026-07-20 $63.90
2026 Q1 ADDED — — — 6,552 +207 +3.3% 0.26% $378K 2026-04-21 $61.56
2025 Q4 REDUCED — — — 6,345 -235 -3.6% 0.29% $395K 2026-01-20 $60.85
2025 Q3 ADDED — — — 6,580 +2,357 +55.8% 0.30% $392K 2025-10-14 $59.24
2025 Q2 REDUCED — — — 4,223 -18 -0.4% 0.18% $232K 2025-07-21 $55.42
2025 Q1 UNCHANGED — — — 4,241 — 0% 0.20% $215K 2025-04-08 $44.28
2024 Q4 INITIATED — — — 4,241 — — 0.21% $227K 2025-01-15 $53.55

🏢 Other funds also holding XLSR

As of 2026 Q2 — sorted by position size

Hibernia Wealth Partners, LLC 7.74% LOCKERMAN FINANCIAL GROUP, INC. 3Y 4.37% Midwest Financial Network, LLC 3.34% Raleigh Capital Management Inc. 3Y 3.09% Aspire Private Capital, LLC 3Y 7Y 2.77% October Effect Ltd 1.89% Global Financial Private Client, LLC 1.28% Legacy Wealth Partners, LLC 1.15% Aegis Wealth Management, Inc. 1.15% Envestnet Portfolio Solutions, Inc. 0.76%

FAQ About J2 Capital Management Inc and XLSR

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

How long has J2 Capital Management Inc reported owning XLSR?

J2 Capital Management Inc reported XLSR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XLSR position in J2 Capital Management Inc's portfolio?

The largest reported portfolio weight for XLSR was 0.30% in 2025 Q3.

What is the latest reported XLSR position on this page?

The most recent filing on this page is 2026 Q2, when J2 Capital Management Inc reported 6,552 shares, equal to 0.29% of portfolio, with an estimated market value of $425K.

What does the chart on this XLSR ownership page compare?

The chart compares J2 Capital Management Inc's quarterly XLSR 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 J2 Capital Management Inc time their XLSR position?

Based on 13F filing dates vs. subsequent XLSR price moves, J2 Capital Management Inc correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on XLSR relative to SPY over the holding period was -4.2%.

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