SDY — SPDR SER TR

Ownership history in Hyperion Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Hyperion Partners, 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.

Peak position
17.1% (2023 Q1)
Avg. % of fund
16.38%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 185,217 +9,528 +5.4% 16.79% $26.3M $137.24
2024 Q2 ADDED 175,689 +7,068 +4.2% 15.95% $22.3M $122.20
2024 Q1 ADDED 168,621 +5,398 +3.3% 16.21% $22.1M $125.26
2023 Q4 ADDED 163,223 +1,464 +0.9% 16.16% $20.4M $118.61
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% 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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