SLYV — SPDR SER TR

Ownership history in Addis & Hill, Inc  ·  10 quarters on record

AI Ownership Summary

Addis & Hill, Inc reported SPDR SER TR (SLYV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2023 Q4. The latest visible filing shows SLYV at 0.28% 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 SLYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Addis & Hill, Inc's position in SPDR SER 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 Q1

SLYV was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

SLYV stock page Addis & Hill, Inc fund profile Addis & Hill, Inc full holdings
How Addis & Hill, Inc held SLYV — position size vs. price
% of Fund (quarterly)    SLYV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,899 — 0% 0.28% $463K 2026-04-16 $99.71
2025 Q4 UNCHANGED 4,899 — 0% 0.27% $446K 2026-01-06 $94.20
2025 Q3 REDUCED 4,899 -142 -2.8% 0.27% $437K 2025-10-17 $86.57
2025 Q2 REDUCED 5,041 -410 -7.5% 0.26% $402K 2025-07-11 $81.91
2025 Q1 ADDED 5,451 +1 +0.0% 0.30% $427K 2025-04-10 $67.88
2024 Q4 UNCHANGED 5,450 — 0% 0.35% $476K 2025-01-31 $86.55
2024 Q3 UNCHANGED 5,450 — 0% 0.36% $473K 2024-10-28 $83.84
2024 Q2 REDUCED 5,450 -75 -1.4% 0.35% $425K 2024-07-18 $81.50
2024 Q1 UNCHANGED 5,525 — 0% 0.38% $445K 2024-04-23 $75.79
2023 Q4 INITIATED 5,525 — — 0.39% $436K 2024-03-21 $78.11

🏢 Other funds also holding SLYV

As of 2026 Q1 — sorted by position size

Arnold Financial Planning LLC 6.56% Goelzer Investment Management, Inc. 3Y 7Y 3.62% Nvest Wealth Strategies, Inc. 3.33% Canandaigua National Trust Co of Florida 2.55% LPWM LLC 3Y 2.41% Cambridge Financial Group, LLC 2.23% Roberts Financial Services LLC 3Y 7Y 1.85% CANANDAIGUA NATIONAL CORP 3Y 7Y 1.82% Fragasso Financial Advisors Inc 3Y 7Y 1.79% NORTHWEST WEALTH MANAGEMENT, LLC 3Y 7Y 0.87%

FAQ About Addis & Hill, Inc and SLYV

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

How long has Addis & Hill, Inc reported owning SLYV?

Addis & Hill, Inc reported SLYV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SLYV position in Addis & Hill, Inc's portfolio?

The largest reported portfolio weight for SLYV was 0.39% in 2023 Q4.

What is the latest reported SLYV position on this page?

The most recent filing on this page is 2026 Q1, when Addis & Hill, Inc reported 4,899 shares, equal to 0.28% of portfolio, with an estimated market value of $463K.

What does the chart on this SLYV ownership page compare?

The chart compares Addis & Hill, Inc's quarterly SLYV 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.

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