SLYV — SPDR SER TR

Ownership history in Advisor OS, LLC · 10 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in SPDR SER TR (SLYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.17% (2023 Q4)

Avg. % of fund

0.07%

First filed

2022 Q1

Last filed

2025 Q3

Quarters held

10

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	REDUCED	2,573	-4,360	-62.9%	0.02%	$228K	$88.09
2025 Q1	REDUCED	6,933	-102	-1.4%	0.06%	$544K	$77.07
2024 Q4	REDUCED	7,035	-333	-4.5%	0.07%	$614K	$85.39
2024 Q3	UNCHANGED	7,368	—	0%	0.06%	$640K	$84.31

% of Fund (quarterly) SLYV price (monthly, adj. close)

Other funds also holding SLYV

As of 2025 Q4 — sorted by position size

Dean, Jacobson Financial Services, LLC 3Y 16.45% Cannon Financial Strategists, Inc. 12.67% Wrenne Financial Planning LLC 7.27% CarsonAllaria Wealth Management, Ltd. 3Y 5.52% PURE PORTFOLIOS HOLDINGS LLC 5.19% Capasso Planning Partners LLC 3Y 4.57% BALANCED WEALTH GROUP LLC 4.25% Goelzer Investment Management, Inc. 3Y 7Y 3.71% Blue Barn Wealth, LLC 3Y 3.33% Sankala Group LLC 3.28%

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