SLYG SPDR SER TR

Ownership history in Diversified, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Diversified, 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
2.58% (2023 Q1)
Avg. % of fund
1.47%
First filed
2022 Q1
Last filed
2024 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 54,137 +2,258 +4.4% 0.55% $5.0M $91.90
2024 Q2 ADDED 51,879 +278 +0.5% 0.52% $4.5M $84.48
2024 Q1 REDUCED 51,601 -15,068 -22.6% 0.62% $4.5M $85.57
2023 Q4 REDUCED 66,669 -34,727 -34.2% 1.21% $5.6M $81.86
2023 Q3 ADDED 101,396 +301 +0.3% 1.93% $7.4M $71.48
2023 Q2 ADDED 101,095 +3,280 +3.4% 1.98% $7.8M $74.85
2023 Q1 ADDED 97,815 +23,965 +32.5% 2.58% $7.2M $71.46
2022 Q4 ADDED 73,850 +9,927 +15.5% 2.10% $5.3M $69.80
2022 Q3 ADDED 63,923 +12,915 +25.3% 2.19% $4.4M $65.55
2022 Q2 ADDED 51,008 +21,888 +75.2% 1.49% $3.6M $67.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SLYG price (monthly, adj. close)
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