SDY — SPDR SERIES TRUST

Ownership history in Executive Wealth Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in SPDR SERIES TRUST (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.

Peak position
0.08% (2024 Q2)
Avg. % of fund
0.03%
First filed
2018 Q4
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 3,083 -539 -14.9% 0.06% $438K $137.24
2024 Q2 REDUCED 3,622 -90 -2.4% 0.08% $461K $122.20
2024 Q1 ADDED 3,712 +2,991 +414.8% 0.04% $485K $125.26
2019 Q3 ADDED 721 +2 +0.3% 0.01% $74K $86.86
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SDY price (monthly, adj. close)

Other funds also holding SDY

As of 2025 Q4 — sorted by position size

Joel Isaacson & Co., LLC 3Y 7Y 12.81% Elk River Wealth Management LLC 3Y 9.4% Lanham O'Dell & Company, Inc. 3Y 8.7% Jackson, Grant Investment Advisers, Inc. 3Y 7Y 8.06% Wolff Financial Management LLC 3Y 7Y 7.95% KITCHING PARTNERS, LLC 7.76% SARD WEALTH MANAGEMENT GROUP, LLC 7.32% MARINO, STRAM & ASSOCIATES LLC 3Y 7Y 7.04% Koenig Investment Advisory, LLC 6.18% Hubbell Strickland Wealth Management, LLC 3Y 5.85%
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