Indie Asset Partners, LLC SLYG — SPDR SER TR

Ownership history in Indie Asset Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Indie Asset Partners, LLC reported SPDR SER TR (SLYG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.39% in 2025 Q2. The latest visible filing shows SLYG at 1.29% 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 SLYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Indie Asset Partners, LLC's position in SPDR SER TR, 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

SLYG was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.39% in 2025 Q2

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

Time in book
Holding Window
2023 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.

SLYG stock page Indie Asset Partners, LLC fund profile Indie Asset Partners, LLC full holdings
How Indie Asset Partners, LLC held SLYG — position size vs. price
% of Fund (quarterly)    SLYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14.3% +2.8% ❌ 12,276 -2,041 -14.3% 1.29% $1.2M 2026-02-14 (Est.) $101.62
2025 Q3 REDUCED — — — 14,317 -463 -3.1% 1.80% $1.4M 2025-11-06 $92.29
2025 Q2 REDUCED 7.4% +6.4% ❌ 14,780 -1,185 -7.4% 2.39% $1.3M 2025-08-12 $91.51
2025 Q1 REDUCED 5.6% +7.2% ❌ 15,965 -954 -5.6% 1.15% $1.3M 2025-05-07 $82.08
2024 Q4 REDUCED — — — 16,919 -188 -1.1% 1.20% $1.5M 2025-02-03 $91.96
2024 Q3 REDUCED — — — 17,107 -810 -4.5% 1.19% $1.6M 2024-10-29 $90.05
2024 Q2 UNCHANGED — — — 17,917 — 0% 1.22% $1.5M 2024-08-05 $84.45
2024 Q1 REDUCED — — — 17,917 -498 -2.7% 1.39% $1.6M 2024-05-10 $84.91
2023 Q4 INITIATED — — — 18,415 — — 1.39% $1.5M 2024-01-26 $80.57

🏢 Other funds also holding SLYG

As of 2026 Q1 — sorted by position size

Nvest Wealth Strategies, Inc. 4.75% BALANCED WEALTH GROUP LLC 4.12% Roan Capital Partners 3.35% Grey Fox Wealth Advisors, LLC 3Y 3.3% Livet Wealth, LLC 2.87% Marathon Mission, Inc. 2.62% Midwest Financial Group LLC 3Y 2.1% Barden Capital Management, Inc. 3Y 1.94% VICTORY FINANCIAL GROUP, LLC 1.94% Baer Investment Advisory LLC 1.94%

FAQ About Indie Asset Partners, LLC and SLYG

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

How long has Indie Asset Partners, LLC reported owning SLYG?

Indie Asset Partners, LLC reported SLYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLYG position in Indie Asset Partners, LLC's portfolio?

The largest reported portfolio weight for SLYG was 2.39% in 2025 Q2.

What is the latest reported SLYG position on this page?

The most recent filing on this page is 2025 Q4, when Indie Asset Partners, LLC reported 12,276 shares, equal to 1.29% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SLYG ownership page compare?

The chart compares Indie Asset Partners, LLC's quarterly SLYG 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.

How well did Indie Asset Partners, LLC time their SLYG position?

Based on 13F filing dates vs. subsequent SLYG price moves, Indie Asset Partners, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SLYG relative to SPY over the holding period was -6.5%.

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