Ownership history in TL Private Wealth · 25 quarters on record
This page tracks every 13F SEC filing in which TL Private Wealth 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 Q4 | REDUCED | 40,349 | -641 | -1.6% | 2.23% | $5.8M | $139.16 |
| 2025 Q3 | REDUCED | 40,990 | -1,668 | -3.9% | 2.27% | $5.7M | $139.04 |
| 2025 Q2 | ADDED | 42,658 | +633 | +1.5% | 2.44% | $5.9M | $133.90 |
| 2025 Q1 | ADDED | 42,025 | +1,423 | +3.5% | 2.53% | $5.1M | $132.93 |
| 2024 Q4 | REDUCED | 40,602 | -1,477 | -3.5% | 2.40% | $5.4M | $128.63 |
| 2024 Q3 | REDUCED | 42,079 | -3,570 | -7.8% | 2.63% | $5.9M | $137.24 |
| 2024 Q2 | REDUCED | 45,649 | -1,168 | -2.5% | 2.73% | $6.0M | $122.20 |
| 2024 Q1 | REDUCED | 46,817 | -704 | -1.5% | 3.00% | $6.1M | $125.26 |
| 2023 Q4 | ADDED | 47,521 | +2,904 | +6.5% | 3.06% | $5.9M | $118.61 |
| 2023 Q3 | ADDED | 44,617 | +1,067 | +2.5% | 2.92% | $5.1M | $108.31 |
As of 2025 Q4 — sorted by position size