SPYD — SPDR SER TR

Ownership history in CIC Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in SPDR SER TR (SPYD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.32% (2023 Q3)
Avg. % of fund
0.18%
First filed
2023 Q2
Last filed
2024 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 9,785 -522 -5.1% 0.11% $394K $37.58
2024 Q1 ADDED 10,307 +337 +3.4% 0.12% $420K $37.58
2023 Q4 REDUCED 9,970 -15,221 -60.4% 0.12% $391K $35.83
2023 Q3 ADDED 25,191 +7,923 +45.9% 0.32% $883K $31.63
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYD price (monthly, adj. close)

Other funds also holding SPYD

As of 2025 Q4 — sorted by position size

Curran Financial Partners, LLC 3Y 4.27% Barry Investment Advisors, LLC 3Y 7Y 3.65% Genesee Capital Advisors, LLC 3Y 7Y 2.9% SWS Partners 3Y 7Y 2.57% Auto-Owners Insurance Co 3Y 2.5% COWA, LLC 3Y 2.49% Keystone Financial Planning, Inc. 3Y 7Y 2.41% Total Clarity Wealth Management, Inc. 3Y 1.86% Independent Wealth Network Inc. 3Y 1.26% VANTAGEPOINT INVESTMENT ADVISERS LLC 3Y 7Y 1.19%
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