Bouchey Financial Group Ltd SDY SPDR SERIES TRUST

Ownership history in Bouchey Financial Group Ltd  ·  49 quarters on record

AI Ownership Summary

Bouchey Financial Group Ltd reported SPDR SERIES TRUST (SDY) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows SDY at 0.13% 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 SDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bouchey Financial Group Ltd's position in SPDR SERIES TRUST, 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

SDY was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% 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 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.

How Bouchey Financial Group Ltd held SDY — position size vs. price
% of Fund (quarterly)    SDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12,000 0% 0.13% $1.8M 2026-04-13 $147.45
2025 Q4 UNCHANGED 12,000 0% 0.13% $1.7M 2026-01-16 $145.62
2025 Q3 UNCHANGED 12,000 0% 0.13% $1.7M 2025-11-12 $137.16
2025 Q2 UNCHANGED 12,000 0% 0.14% $1.6M 2025-08-08 $136.10
2025 Q1 UNCHANGED 12,000 0% 0.15% $1.6M 2025-05-09 $129.00
2024 Q4 UNCHANGED 12,000 0% 0.14% $1.6M 2025-02-05 $129.89
2024 Q3 UNCHANGED 12,000 0% 0.15% $1.7M 2024-10-24 $135.36
2024 Q2 UNCHANGED 12,000 0% 0.14% $1.5M 2024-07-12 $124.44
2024 Q1 UNCHANGED 12,000 0% 0.15% $1.6M 2024-04-23 $121.48
2023 Q4 UNCHANGED 12,000 0% 0.16% $1.5M 2024-01-18 $115.92
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bouchey Financial Group Ltd and SDY

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

How long has Bouchey Financial Group Ltd reported owning SDY?

Bouchey Financial Group Ltd reported SDY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SDY position in Bouchey Financial Group Ltd's portfolio?

The largest reported portfolio weight for SDY was 0.16% in 2023 Q4.

What is the latest reported SDY position on this page?

The most recent filing on this page is 2026 Q1, when Bouchey Financial Group Ltd reported 12,000 shares, equal to 0.13% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SDY ownership page compare?

The chart compares Bouchey Financial Group Ltd's quarterly SDY 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 Bouchey Financial Group Ltd time their SDY position?

Based on 13F filing dates vs. subsequent SDY price moves, Bouchey Financial Group Ltd correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on SDY relative to SPY over the holding period was -3.2%.

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