StoneX Group Inc. SPYD — SPDR SER TR

Ownership history in StoneX Group Inc.  ·  12 quarters on record

AI Ownership Summary

StoneX Group Inc. reported SPDR SER TR (SPYD) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.63% in 2024 Q3. The latest visible filing shows SPYD at 0.40% 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 StoneX Group 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
2025 Q4

SPYD was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% 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 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.

SPYD stock page StoneX Group Inc. fund profile StoneX Group Inc. full holdings
How StoneX Group 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 215,063 +5,346 +2.5% 0.40% $9.3M 2026-02-14 (Est.) $47.59
2025 Q3 ADDED — — — 209,717 +2,689 +1.3% 0.40% $9.2M 2025-11-14 $42.00
2025 Q2 ADDED — — — 207,028 +21,648 +11.7% 0.43% $8.8M 2025-08-13 $42.67
2025 Q1 ADDED — — — 185,380 +12,637 +7.3% 0.52% $8.2M 2025-05-15 $40.85
2024 Q4 ADDED — — — 172,743 +17,174 +11.0% 0.48% $7.5M 2025-02-12 $41.42
2024 Q3 ADDED — — — 155,569 +3,705 +2.4% 0.63% $7.1M 2024-11-12 $42.70
2024 Q2 ADDED — — — 151,864 +14,811 +10.8% 0.60% $6.1M 2024-08-07 $39.10
2024 Q1 ADDED — — — 137,053 +25,785 +23.2% 0.61% $5.6M 2024-05-01 $36.07
2023 Q4 ADDED — — — 111,268 +33,710 +43.5% 0.54% $4.4M 2024-02-12 $34.87
3 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 StoneX Group 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 StoneX Group Inc. reported owning SPYD?

StoneX Group Inc. reported SPYD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYD position in StoneX Group Inc.'s portfolio?

The largest reported portfolio weight for SPYD was 0.63% in 2024 Q3.

What is the latest reported SPYD position on this page?

The most recent filing on this page is 2025 Q4, when StoneX Group Inc. reported 215,063 shares, equal to 0.40% of portfolio, with an estimated market value of $9.3M.

What does the chart on this SPYD ownership page compare?

The chart compares StoneX Group 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 StoneX Group Inc. time their SPYD position?

Based on 13F filing dates vs. subsequent SPYD price moves, StoneX Group Inc. correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on SPYD relative to SPY over the holding period was -4.5%.

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