SLYG — SPDR SERIES TRUST

Ownership history in Compton Financial Group, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, LLC reported a position in SPDR SERIES TRUST (SLYG). 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
1.76% (2025 Q4)
Avg. % of fund
1.74%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,584 +5,616 +7.3% 1.76% $7.8M $94.19
2025 Q3 ADDED 76,968 +2,245 +3.0% 1.75% $7.3M $94.19
2025 Q2 INITIATED 74,723 — — 1.72% $6.6M $88.42
% of Fund (quarterly)    SLYG price (monthly, adj. close)

Other funds also holding SLYG

As of 2025 Q4 — sorted by position size

Rodgers & Associates, LTD 3Y 4.04% BALANCED WEALTH GROUP LLC 4.01% AIRE ADVISORS, LLC 3Y 3.89% Roberts Financial Services LLC 3Y 7Y 3.75% Shakespeare Wealth Management, LLC 3Y 7Y 3.7% HRC WEALTH MANAGEMENT, LLC 3.36% Grey Fox Wealth Advisors, LLC 3Y 3.29% Blue Barn Wealth, LLC 3Y 3.18% Integrity Wealth Solutions LLC 2.94% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 2.91%
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