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
2024 Q4 ADDED 64,336 +3,781 +6.2% 10.87% $8.5M $128.63
2024 Q3 ADDED 60,555 +9,917 +19.6% 11.52% $8.6M $137.24
2024 Q2 ADDED 50,638 +164 +0.3% 11.72% $6.4M $122.20
2024 Q1 ADDED 50,474 +648 +1.3% 12.58% $6.6M $125.26
2023 Q4 INITIATED 49,826 12.52% $6.2M
% of Fund (quarterly)    SDY price (monthly, adj. close)
← Back to KITCHING PARTNERS, LLC Holdings