Ownership history in ETFIDEA, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which ETFIDEA, LLC reported a position in SPDR SER TR (SDY). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 30,530 | -449 | -1.4% | 1.37% | $4.3M | $137.24 |
| 2024 Q2 | REDUCED | 30,979 | -1,054 | -3.3% | 1.33% | $3.9M | $122.20 |
| 2024 Q1 | ADDED | 32,033 | +2,315 | +7.8% | 1.43% | $4.2M | $125.26 |
| 2023 Q4 | REDUCED | 29,718 | -4,892 | -14.1% | 1.40% | $3.7M | $118.61 |
| 2023 Q3 | REDUCED | 34,610 | -4,559 | -11.6% | 1.69% | $4.0M | $108.31 |
| 2023 Q2 | REDUCED | 39,169 | -1,394 | -3.4% | 1.96% | $4.8M | $114.69 |
| 2023 Q1 | ADDED | 40,563 | +11,355 | +38.9% | 2.19% | $5.0M | $114.98 |
| 2022 Q4 | INITIATED | 29,208 | — | — | 1.68% | $3.3M | — |
As of 2025 Q4 — sorted by position size