SEC 13F Intelligence

My Legacy Advisors, LLC / SRLN

My Legacy Advisors, LLC’s Ssga Active Etf Tr Position

Does My Legacy Advisors, LLC own Ssga Active Etf Tr (SRLN)? Yes — 74.5K shares worth $3M (+1.10% of its 13F portfolio) as of Q2 2025, up from 68.6K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
74.5K
% of Portfolio
+1.10%
Quarters Held
10
currently held

Position History SRLN

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ4 ’23Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202574.5K$3M+1.10%
Q1 202568.6K$3M+1.09%
Q4 202464.3K$3M+1.05%
Q3 202461.5K$3M+1.01%
Q2 202462.6K$3M+0.88%
Q4 202359.6K$3M+0.90%
Q3 202359.2K$2M+1.00%
Q2 202356.1K$2M+0.92%
Q1 202354.3K$2M+0.96%
Q4 202250.8K$2M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See My Legacy Advisors, LLC’s full portfolio or all institutional holders of SRLN.