SLYV — SPDR SER TR

Ownership history in Meredith Wealth Planning  ·  13 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning 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
1.49% (2022 Q4)
Avg. % of fund
1.07%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,430 -125 -0.4% 0.82% $2.8M $90.97
2025 Q3 ADDED 30,555 +159 +0.5% 0.86% $2.7M $88.09
2025 Q2 ADDED 30,396 +5,408 +21.6% 0.88% $2.4M $78.85
2025 Q1 ADDED 24,988 +539 +2.2% 0.86% $2.0M $77.07
9 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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