Selective Wealth Management, Inc. SPYD — SPDR SER TR

Ownership history in Selective Wealth Management, Inc.  ·  16 quarters on record

AI Ownership Summary

Selective Wealth Management, Inc. reported SPDR SER TR (SPYD) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2024 Q3. The latest visible filing shows SPYD at 0.23% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Selective Wealth Management, Inc.'s position in SPDR SER TR, 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
2026 Q1

SPYD was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

SPYD stock page Selective Wealth Management, Inc. fund profile Selective Wealth Management, Inc. full holdings
How Selective Wealth Management, Inc. held SPYD — position size vs. price
% of Fund (quarterly)    SPYD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,739 -37 -0.2% 0.23% $775K 2026-04-30 $47.05
2025 Q4 REDUCED — — — 16,776 -419 -2.4% 0.24% $757K 2026-01-16 $44.47
2025 Q3 REDUCED 6.2% +0.1% ❌ 17,195 -1,145 -6.2% 0.24% $754K 2025-10-10 $41.64
2025 Q2 REDUCED — — — 18,340 -86 -0.5% 0.29% $797K 2025-07-10 $42.32
2025 Q1 ADDED — — — 18,426 +11 +0.1% 0.32% $745K 2025-04-14 $39.33
2024 Q4 REDUCED — — — 18,415 -589 -3.1% 0.32% $792K 2025-01-15 $41.01
2024 Q3 ADDED — — — 19,004 +7 +0.0% 0.35% $851K 2024-10-09 $42.01
2024 Q2 ADDED — — — 18,997 +618 +3.4% 0.34% $764K 2024-07-10 $37.55
2024 Q1 ADDED — — — 18,379 +3,277 +21.7% 0.32% $726K 2024-04-11 $35.98
2023 Q4 ADDED — — — 15,102 +6 +0.0% 0.30% $592K 2024-01-05 $35.71
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPYD

As of 2026 Q1 — sorted by position size

Curran Financial Partners, LLC 3Y 4.53% Genesee Capital Advisors, LLC 3Y 7Y 3.17% SWS Partners 3Y 7Y 2.72% Auto-Owners Insurance Co 3Y 2.61% Keystone Financial Planning, Inc. 3Y 7Y 2.39% SBI Securities Co., Ltd. 1.85% MFG WEALTH MANAGEMENT, INC. 1.83% Innovative Wealth Building LLC 1.6% Total Clarity Wealth Management, Inc. 3Y 1.44% Econ Financial Services Corp 3Y 7Y 1.3%

FAQ About Selective Wealth Management, Inc. and SPYD

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

How long has Selective Wealth Management, Inc. reported owning SPYD?

Selective Wealth Management, Inc. reported SPYD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPYD position in Selective Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for SPYD was 0.35% in 2024 Q3.

What is the latest reported SPYD position on this page?

The most recent filing on this page is 2026 Q1, when Selective Wealth Management, Inc. reported 16,739 shares, equal to 0.23% of portfolio, with an estimated market value of $775K.

What does the chart on this SPYD ownership page compare?

The chart compares Selective Wealth Management, Inc.'s quarterly SPYD 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.

How well did Selective Wealth Management, Inc. time their SPYD position?

Based on 13F filing dates vs. subsequent SPYD price moves, Selective Wealth Management, Inc. correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on SPYD relative to SPY over the holding period was -7.6%.

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