SLYV β€” SPDR SER TR

Ownership history in MJP ASSOCIATES INC /ADV  Β·  7 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported SPDR SER TR (SLYV) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.33% in 2023 Q4. The latest visible filing shows SLYV at 0.03% 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 MJP ASSOCIATES INC /ADV'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 Q3

SLYV was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2023 Q4

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 Q3

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 MJP ASSOCIATES INC /ADV held SLYV β€” position size vs. price
% of Fund (quarterly)    SLYV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,533 -4,400 -63.5% 0.03% $225K 2025-11-07 $87.54
2025 Q1 REDUCED 6,933 -102 -1.4% 0.10% $544K 2025-04-30 $72.05
2024 Q4 ADDED 7,035 +102 +1.5% 0.11% $614K 2025-02-14 $85.31
2024 Q3 UNCHANGED 6,933 β€” 0% 0.11% $602K 2024-11-12 $89.67
2024 Q2 UNCHANGED 6,933 β€” 0% 0.11% $543K 2024-07-12 $78.64
2024 Q1 REDUCED 6,933 -7,862 -53.1% 0.13% $575K 2024-04-11 $75.40
2023 Q4 INITIATED 14,795 β€” β€” 0.33% $1.2M 2024-01-18 $74.29

🏒 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%

FAQ About MJP ASSOCIATES INC /ADV and SLYV

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

How long has MJP ASSOCIATES INC /ADV reported owning SLYV?

MJP ASSOCIATES INC /ADV reported SLYV across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SLYV position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for SLYV was 0.33% in 2023 Q4.

What is the latest reported SLYV position on this page?

The most recent filing on this page is 2025 Q3, when MJP ASSOCIATES INC /ADV reported 2,533 shares, equal to 0.03% of portfolio, with an estimated market value of $225K.

What does the chart on this SLYV ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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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