Lanham O'Dell & Company, Inc. SDY β€” SPDR SERIES TRUST

Ownership history in Lanham O'Dell & Company, Inc.  Β·  3 quarters on record

AI Ownership Summary

Lanham O'Dell & Company, Inc. reported SPDR SERIES TRUST (SDY) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 8.87% in 2025 Q3. The latest visible filing shows SDY at 8.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lanham O'Dell & Company, Inc.'s position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SDY was reported at 8.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.87% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lanham O'Dell & Company, Inc. held SDY β€” position size vs. price
% of Fund (quarterly)    SDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 217,246 +18,279 +9.2% 8.70% $30.2M 2026-02-14 (Est.) $154.31
2025 Q3 ADDED β€” β€” β€” 198,967 +91,536 +85.2% 8.87% $27.9M 2025-10-30 $135.52
2025 Q2 INITIATED β€” β€” β€” 107,431 β€” β€” 6.16% $14.6M 2025-08-11 $135.76

FAQ About Lanham O'Dell & Company, Inc. and SDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lanham O'Dell & Company, Inc. reported owning SDY?

Lanham O'Dell & Company, Inc. reported SDY across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported SDY position in Lanham O'Dell & Company, Inc.'s portfolio?

The largest reported portfolio weight for SDY was 8.87% in 2025 Q3.

What is the latest reported SDY position on this page?

The most recent filing on this page is 2025 Q4, when Lanham O'Dell & Company, Inc. reported 217,246 shares, equal to 8.70% of portfolio, with an estimated market value of $30.2M.

What does the chart on this SDY ownership page compare?

The chart compares Lanham O'Dell & Company, Inc.'s quarterly SDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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