WILLNER & HELLER, LLC SLYG β€” SPDR SER TR

Ownership history in WILLNER & HELLER, LLC  Β·  6 quarters on record

AI Ownership Summary

WILLNER & HELLER, LLC reported SPDR SER TR (SLYG) in 6 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.95% in 2026 Q1. The latest visible filing shows SLYG at 0.95% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WILLNER & HELLER, 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
2026 Q1

SLYG was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 WILLNER & HELLER, LLC fund profile WILLNER & HELLER, LLC full holdings
How WILLNER & HELLER, LLC held SLYG β€” position size vs. price
% of Fund (quarterly)    SLYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 13,147 +394 +3.1% 0.95% $1.3M 2026-04-17 $106.71
2025 Q4 REDUCED 12.4% +2.8% ❌ 12,753 -1,799 -12.4% 0.86% $1.2M 2026-01-12 $98.74
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SLYG

As of 2026 Q1 β€” sorted by position size

Nvest Wealth Strategies, Inc. 4.75% Shakespeare Wealth Management, LLC 3Y 7Y 4.17% BALANCED WEALTH GROUP LLC 4.12% Roan Capital Partners 3.35% Grey Fox Wealth Advisors, LLC 3Y 3.3% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 3.07% Livet Wealth, LLC 2.87% Marathon Mission, Inc. 2.62% Midwest Financial Group LLC 3Y 2.1% Barden Capital Management, Inc. 3Y 1.94%

FAQ About WILLNER & HELLER, 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 WILLNER & HELLER, LLC reported owning SLYG?

WILLNER & HELLER, LLC reported SLYG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported SLYG position in WILLNER & HELLER, LLC's portfolio?

The largest reported portfolio weight for SLYG was 0.95% in 2026 Q1.

What is the latest reported SLYG position on this page?

The most recent filing on this page is 2026 Q1, when WILLNER & HELLER, LLC reported 13,147 shares, equal to 0.95% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SLYG ownership page compare?

The chart compares WILLNER & HELLER, 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 WILLNER & HELLER, LLC time their SLYG position?

Based on 13F filing dates vs. subsequent SLYG price moves, WILLNER & HELLER, LLC correctly timed 1 out of 5 reported position changes (20%).

← Back to WILLNER & HELLER, LLC Holdings