SLYV — SPDR SER TR

Ownership history in Key FInancial Inc  ·  24 quarters on record

This page tracks every 13F SEC filing in which Key FInancial Inc 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
4.13% (2021 Q3)
Avg. % of fund
3.32%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 181,670 -6,268 -3.3% 3.02% $16.5M $90.97
2025 Q3 ADDED 187,938 +12 +0.0% 3.10% $16.8M $88.09
2025 Q2 ADDED 187,926 +29,193 +18.4% 3.02% $15.0M $78.85
2025 Q1 REDUCED 158,733 -3,913 -2.4% 2.71% $12.4M $77.07
20 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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