SLYV — 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 (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.

Peak position
2.08% (2022 Q2)
Avg. % of fund
1.49%
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 85,901 +3,316 +4.0% 0.82% $7.5M $84.31
2024 Q2 ADDED 82,585 +169 +0.2% 0.76% $6.5M $75.65
2024 Q1 REDUCED 82,416 -2,130 -2.5% 0.94% $6.8M $79.62
2023 Q4 ADDED 84,546 +4,728 +5.9% 1.52% $7.0M $79.59
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SLYV price (monthly, adj. close)

Other funds also holding SLYV

As of 2025 Q4 — sorted by position size

Dean, Jacobson Financial Services, LLC 3Y 16.45% Cannon Financial Strategists, Inc. 12.67% Wrenne Financial Planning LLC 7.27% CarsonAllaria Wealth Management, Ltd. 3Y 5.52% PURE PORTFOLIOS HOLDINGS LLC 5.19% Capasso Planning Partners LLC 3Y 4.57% BALANCED WEALTH GROUP LLC 4.25% Goelzer Investment Management, Inc. 3Y 7Y 3.71% Blue Barn Wealth, LLC 3Y 3.33% Sankala Group LLC 3.28%
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