SLYV — SPDR SERIES TRUST

Ownership history in EWG Elevate Inc.  ·  23 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in SPDR SERIES TRUST (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
1.47% (2020 Q4)
Avg. % of fund
0.8%
First filed
2019 Q4
Last filed
2025 Q2
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 2,961 +5 +0.2% 0.07% $236K $78.85
2025 Q1 REDUCED 2,956 -43,228 -93.6% 0.09% $232K $77.07
2024 Q4 ADDED 46,184 +41,289 +843.5% 1.23% $4.0M $85.39
2024 Q3 ADDED 4,895 +67 +1.4% 0.17% $425K $84.31
19 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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