Ownership history in O'Dell Group, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which O'Dell Group, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 69,426 | -1,368 | -1.9% | 2.09% | $9.7M | $138.19 |
| 2025 Q2 | REDUCED | 70,794 | -1,475 | -2.0% | 2.40% | $9.6M | $133.09 |
| 2025 Q1 | REDUCED | 72,269 | -7,455 | -9.4% | 2.54% | $9.8M | $132.12 |
| 2024 Q4 | REDUCED | 79,724 | -5,099 | -6.0% | 2.37% | $10.5M | $127.85 |
| 2024 Q3 | REDUCED | 84,823 | -187,526 | -68.9% | 2.67% | $12.0M | $136.40 |
| 2024 Q2 | UNCHANGED | 272,349 | — | 0% | 8.76% | $35.7M | $121.45 |
| 2024 Q1 | REDUCED | 272,349 | -8,269 | -2.9% | 8.76% | $35.7M | $124.50 |
| 2023 Q4 | REDUCED | 280,618 | -9,424 | -3.2% | 9.17% | $35.1M | $117.89 |
| 2023 Q3 | ADDED | 290,042 | +5,469 | +1.9% | 10.16% | $33.4M | $107.65 |
| 2023 Q2 | ADDED | 284,573 | +4,216 | +1.5% | 9.91% | $34.9M | $113.99 |
As of 2025 Q4 — sorted by position size