SLYG — SPDR SER TR

Ownership history in CreativeOne Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in SPDR SER TR (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
0.06% (2023 Q4)
Avg. % of fund
0.04%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,347 -6,017 -58.1% 0.01% $410K $94.19
2024 Q1 REDUCED 10,364 -1,675 -13.9% 0.04% $904K $85.57
2023 Q4 INITIATED 12,039 — — 0.06% $1.0M —
% 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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