Trinity Wealth Management, LLC RLY β€” SSGA ACTIVE ETF TR

Ownership history in Trinity Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Trinity Wealth Management, LLC reported SSGA ACTIVE ETF TR (RLY) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.45% in 2026 Q2. The latest visible filing shows RLY at 1.45% 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 RLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trinity Wealth Management, 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

RLY was reported at 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 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.

How Trinity Wealth Management, LLC held RLY β€” position size vs. price
% of Fund (quarterly)    RLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 132,284 β€” β€” 1.45% $4.6M 2026-07-07 $34.91

FAQ About Trinity Wealth Management, LLC and RLY

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

How long has Trinity Wealth Management, LLC reported owning RLY?

Trinity Wealth Management, LLC reported RLY across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported RLY position in Trinity Wealth Management, LLC's portfolio?

The largest reported portfolio weight for RLY was 1.45% in 2026 Q2.

What is the latest reported RLY position on this page?

The most recent filing on this page is 2026 Q2, when Trinity Wealth Management, LLC reported 132,284 shares, equal to 1.45% of portfolio, with an estimated market value of $4.6M.

What does the chart on this RLY ownership page compare?

The chart compares Trinity Wealth Management, LLC's quarterly RLY 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.

← Back to Trinity Wealth Management, LLC Holdings