SDY SPDR SER TR

Ownership history in Destiny Capital Corp/CO  ·  12 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported SPDR SER TR (SDY) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.02% in 2024 Q1. The latest visible filing shows SDY at 0.69% 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 Destiny Capital Corp/CO'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
2025 Q4

SDY was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2024 Q1

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 2025 Q4

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 Destiny Capital Corp/CO held SDY — position size vs. price
% of Fund (quarterly)    SDY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,673 0% 0.69% $1.3M 2026-02-14 (Est.) $154.31
2025 Q3 REDUCED 9,673 -518 -5.1% 0.74% $1.4M 2025-10-31 $135.40
2025 Q2 UNCHANGED 10,191 0% 0.83% $1.4M 2025-08-06 $135.55
2025 Q1 REDUCED 10,191 -187 -1.8% 0.94% $1.4M 2025-04-16 $124.69
2024 Q4 UNCHANGED 10,378 0% 0.83% $1.4M 2025-01-31 $130.21
2024 Q3 REDUCED 10,378 -660 -6.0% 0.89% $1.4M 2024-11-06 $135.37
2024 Q2 REDUCED 11,038 -119 -1.1% 0.96% $1.4M 2024-08-13 $127.74
2024 Q1 UNCHANGED 11,157 0% 1.02% $1.5M 2024-05-06 $122.55
2023 Q4 REDUCED 11,157 -416 -3.6% 0.97% $1.4M 2024-02-12 $117.29
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Destiny Capital Corp/CO and SDY

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

How long has Destiny Capital Corp/CO reported owning SDY?

Destiny Capital Corp/CO reported SDY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SDY position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for SDY was 1.02% in 2024 Q1.

What is the latest reported SDY position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 9,673 shares, equal to 0.69% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SDY ownership page compare?

The chart compares Destiny Capital Corp/CO'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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