SEC 13F Intelligence

Greystone Financial Group, LLC / SRLN

Greystone Financial Group, LLC’s Ssga Active Etf Tr Position

Does Greystone Financial Group, LLC own Ssga Active Etf Tr (SRLN)? Not currently — the last reported position was 135.6K shares worth $6M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q1 2025
Shares
135.6K
% of Portfolio
+1.01%
Quarters Held
12
position exited

Position History SRLN

Reported value by quarter
Q4 ’21: $15MQ4 ’21Q1 ’22: $14MQ2 ’22: $10MQ2 ’22Q3 ’22: $12MQ4 ’22: $16MQ4 ’22Q1 ’23: $18MQ2 ’23: $9MQ2 ’23Q3 ’23: $15MQ4 ’23: $15MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ2 ’24Q1 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025135.6K$6M+1.01%
Q2 2024328.7K$14M+2.69%
Q1 2024320.0K$13M+2.69%
Q4 2023352.2K$15M+3.42%
Q3 2023368.3K$15M+3.85%
Q2 2023207.2K$9M+2.01%
Q1 2023443.7K$18M+4.64%
Q4 2022399.5K$16M+4.80%
Q3 2022298.5K$12M+4.14%
Q2 2022232.6K$10M+3.02%
Q1 2022311.9K$14M+3.54%
Q4 2021322.9K$15M+3.53%

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