SPYD β€” SPDR SER TR

Ownership history in Asset Management Resources, LLC  Β·  3 quarters on record

AI Ownership Summary

Asset Management Resources, LLC reported SPDR SER TR (SPYD) in 3 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.76% in 2023 Q4. The latest visible filing shows SPYD at 1.76% 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 SPYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Asset Management Resources, 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
2024 Q3

SPYD was reported at 1.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.76% 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 2024 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 Asset Management Resources, LLC held SPYD β€” position size vs. price
% of Fund (quarterly)    SPYD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 78,722 β€” 0% 1.76% $3.1M 2024-11-14 (Est.) $42.60
2023 Q4 ADDED 78,722 +10,804 +15.9% 1.76% $3.1M 2024-01-25 $35.33
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Asset Management Resources, LLC and SPYD

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

How long has Asset Management Resources, LLC reported owning SPYD?

Asset Management Resources, LLC reported SPYD across 2 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported SPYD position in Asset Management Resources, LLC's portfolio?

The largest reported portfolio weight for SPYD was 1.76% in 2023 Q4.

What is the latest reported SPYD position on this page?

The most recent filing on this page is 2024 Q3, when Asset Management Resources, LLC reported 78,722 shares, equal to 1.76% of portfolio, with an estimated market value of $3.1M.

What does the chart on this SPYD ownership page compare?

The chart compares Asset Management Resources, LLC's quarterly SPYD 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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