Bishop & Co Investment Management, LLC SLYG — SPDR SER TR

Ownership history in Bishop & Co Investment Management, LLC  ·  4 quarters on record

AI Ownership Summary

Bishop & Co Investment Management, LLC reported SPDR SER TR (SLYG) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows SLYG at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bishop & Co Investment Management, LLC'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
2025 Q4

SLYG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

SLYG stock page Bishop & Co Investment Management, LLC fund profile Bishop & Co Investment Management, LLC full holdings
How Bishop & Co Investment Management, LLC held SLYG — position size vs. price
% of Fund (quarterly)    SLYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 4,137 -1 -0.0% 0.13% $390K 2026-01-21 $101.30
2025 Q3 UNCHANGED — — — 4,138 — 0% 0.13% $390K 2025-10-30 $92.49
2025 Q2 ADDED — — — 4,138 +1,518 +57.9% 0.13% $367K 2025-08-14 $91.44
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLYG

As of 2026 Q2 — sorted by position size

Rodgers & Associates, LTD 3Y 4.36% Roan Capital Partners 4.23% Everhart Financial Group, Inc. 3Y 4.11% HRC WEALTH MANAGEMENT, LLC 3.84% Shakespeare Wealth Management, LLC 3Y 7Y 3.77% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 3.7% TME FINANCIAL, INC. 3.56% Leslie Global Wealth, LLC 3.45% Grey Fox Wealth Advisors, LLC 3Y 3.36% Marathon Mission, Inc. 3Y 2.88%

FAQ About Bishop & Co Investment Management, LLC and SLYG

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

How long has Bishop & Co Investment Management, LLC reported owning SLYG?

Bishop & Co Investment Management, LLC reported SLYG across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SLYG position in Bishop & Co Investment Management, LLC's portfolio?

The largest reported portfolio weight for SLYG was 0.13% in 2025 Q2.

What is the latest reported SLYG position on this page?

The most recent filing on this page is 2025 Q4, when Bishop & Co Investment Management, LLC reported 4,137 shares, equal to 0.13% of portfolio, with an estimated market value of $390K.

What does the chart on this SLYG ownership page compare?

The chart compares Bishop & Co Investment Management, LLC's quarterly SLYG 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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