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.
| 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 |
| 2024 Q2 | UNCHANGED | 7,368 | — | 0% | 0.06% | $577K | $75.65 |
| 2024 Q1 | REDUCED | 7,368 | -8,643 | -54.0% | 0.07% | $611K | $79.62 |
| 2023 Q4 | ADDED | 16,011 | +12,807 | +399.7% | 0.17% | $1.3M | $79.59 |
| 2022 Q3 | REDUCED | 3,204 | -274 | -7.9% | 0.06% | $215K | $62.43 |
| 2022 Q2 | UNCHANGED | 3,478 | — | 0% | 0.07% | $252K | $67.01 |
| 2022 Q1 | INITIATED | 3,478 | — | — | 0.08% | $290K | $76.74 |
As of 2025 Q4 — sorted by position size