SLYV — SPDR SERIES TRUST

Ownership history in LPWM LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which LPWM LLC 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
3.74% (2019 Q4)
Avg. % of fund
2.36%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 100,943 +2,744 +2.8% 2.32% $9.2M $90.97
2025 Q3 ADDED 98,199 +962 +1.0% 2.32% $8.7M $88.09
2025 Q2 ADDED 97,237 +11,258 +13.1% 2.26% $7.8M $78.85
2025 Q1 ADDED 85,979 +4,971 +6.1% 2.17% $6.7M $77.07
21 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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