SLYV β€” SPDR SERIES

Ownership history in Graney & King, LLC  Β·  5 quarters on record

AI Ownership Summary

Graney & King, LLC reported SPDR SERIES (SLYV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 8.87% in 2024 Q4. The latest visible filing shows SLYV at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graney & King, LLC's position in SPDR SERIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SLYV was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.87% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Graney & King, LLC held SLYV β€” position size vs. price
% of Fund (quarterly)    SLYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,354 -749 -5.7% 0.66% $1.1M 2026-02-14 (Est.) $99.51
2025 Q3 REDUCED 13,103 -138,490 -91.4% 0.80% $1.2M 2025-11-13 $87.37
2025 Q2 ADDED 151,593 +10,094 +7.1% 8.12% $12.1M 2025-08-14 $84.03
2025 Q1 ADDED 141,499 +5,731 +4.2% 8.26% $11.1M 2025-05-14 $76.79
2024 Q4 INITIATED 135,768 β€” β€” 8.87% $11.7M 2025-02-12 $84.16

🏒 Other funds also holding SLYV

As of 2026 Q1 β€” sorted by position size

NorthAvenue LLC 0.17% Bangor Savings Bank 3Y 7Y 0.03% MJT & Associates Financial Advisory Group, Inc. 0.01%

FAQ About Graney & King, LLC and SLYV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graney & King, LLC reported owning SLYV?

Graney & King, LLC reported SLYV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SLYV position in Graney & King, LLC's portfolio?

The largest reported portfolio weight for SLYV was 8.87% in 2024 Q4.

What is the latest reported SLYV position on this page?

The most recent filing on this page is 2025 Q4, when Graney & King, LLC reported 12,354 shares, equal to 0.66% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SLYV ownership page compare?

The chart compares Graney & King, LLC's quarterly SLYV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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