SDY — SPDR SER TR

Ownership history in KITCHING PARTNERS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which KITCHING 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
12.58% (2024 Q1)
Avg. % of fund
10.94%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 61,085 -15,042 -19.8% 7.76% $8.5M $139.16
2025 Q3 ADDED 76,127 +1,858 +2.5% 10.07% $10.7M $139.04
2025 Q2 ADDED 74,269 +2,435 +3.4% 10.23% $10.1M $133.90
2025 Q1 ADDED 71,834 +7,498 +11.7% 11.21% $9.7M $132.93
5 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% 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% Legacy Financial Group LLC 3Y 5.5%
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