SDY β€” SPDR SERIES TRUST

Ownership history in Carmichael Hill & Associates, Inc.  Β·  28 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported SPDR SERIES TRUST (SDY) in 28 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 2.19% in 2023 Q4. The latest visible filing shows SDY at 2.14% 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 Carmichael Hill & Associates, Inc.'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
2024 Q3

SDY was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.19% 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.

SDY stock page Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held SDY β€” position size vs. price
% of Fund (quarterly)    SDY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 42,556 +569 +1.4% 2.14% $6.0M 2024-11-14 (Est.) $134.35
2024 Q2 REDUCED 41,987 -137 -0.3% 2.09% $5.3M 2024-08-02 $128.30
2024 Q1 REDUCED 42,124 -209 -0.5% 2.19% $5.5M 2024-04-24 $121.85
2023 Q4 REDUCED 42,333 -220 -0.5% 2.19% $5.3M 2024-01-23 $116.54
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SDY

As of 2026 Q1 β€” sorted by position size

SARD WEALTH MANAGEMENT GROUP, LLC 7.63% Private Wealth Group, LLC 3Y 7Y 3.5% Graves Light Lenhart Wealth, Inc. 3Y 7Y 2.76% Financially Speaking Inc 2.18% CRA Financial Services, LLC 3Y 7Y 1.77% Shulman DeMeo Asset Management LLC 3Y 7Y 1.33% WINEBRENNER CAPITAL MANAGEMENT LLC 0.91% Pines Wealth Management, LLC 0.69% Aspect Partners, LLC 0.66% PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 0.65%

FAQ About Carmichael Hill & Associates, Inc. and SDY

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

How long has Carmichael Hill & Associates, Inc. reported owning SDY?

Carmichael Hill & Associates, Inc. reported SDY across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported SDY position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SDY was 2.19% in 2023 Q4.

What is the latest reported SDY position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 42,556 shares, equal to 2.14% of portfolio, with an estimated market value of $6.0M.

What does the chart on this SDY ownership page compare?

The chart compares Carmichael Hill & Associates, Inc.'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.

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