SPYD — SPDR SER TR

Ownership history in Compound Planning, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. 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
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,553 -1,359 -11.4% 0.02% $464K $43.45
2025 Q2 UNCHANGED 11,912 — 0% 0.02% $506K $41.44
2025 Q1 INITIATED 11,912 — — 0.02% $527K $42.71
% 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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