SEC 13F Intelligence

O'connor Financial Group LLC / SRLN

O'connor Financial Group LLC’s Ssga Active Etf Tr Position

Does O'connor Financial Group LLC own Ssga Active Etf Tr (SRLN)? Yes174.6K shares worth $7M (+2.87% of its 13F portfolio) as of Q1 2026, up from 173.2K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
174.6K
% of Portfolio
+2.87%
Quarters Held
13
currently held

Position History SRLN

Reported value by quarter
Q1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026174.6K$7M+2.87%
Q4 2025173.2K$7M+2.85%
Q3 2025165.8K$7M+2.89%
Q2 2025162.1K$7M+2.96%
Q1 2025153.4K$6M+3.28%
Q4 2024148.9K$6M+3.25%
Q3 2024143.3K$6M+3.14%
Q2 2024133.4K$6M+3.24%
Q1 2024134.3K$6M+3.37%
Q4 2023129.2K$5M+3.35%
Q3 2023125.7K$5M+3.61%
Q2 2023123.0K$5M+3.55%
Q1 2023112.4K$5M+3.50%

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