Capital Investment Advisors, LLC / SDY
Capital Investment Advisors, LLC’s Spdr Series Trust Position
Does Capital Investment Advisors, LLC own Spdr Series Trust (SDY)? Yes — 495.0K shares worth $72M (+1.06% of its 13F portfolio) as of Q1 2026, down from 502.6K shares the prior filed quarter.
Position Value
$72M
Q1 2026
Shares
495.0K
% of Portfolio
+1.06%
Quarters Held
29
currently held
Position History SDY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 495.0K | $72M | +1.06% |
| Q4 2025 | 502.6K | $70M | +1.07% |
| Q3 2025 | 510.3K | $71M | +1.17% |
| Q2 2025 | 514.6K | $70M | +1.24% |
| Q1 2025 | 520.9K | $71M | +1.38% |
| Q4 2024 | 529.2K | $70M | +1.42% |
| Q3 2024 | 540.0K | $77M | +1.58% |
| Q2 2024 | 551.6K | $70M | +1.59% |
| Q1 2024 | 563.9K | $74M | +1.72% |
| Q4 2023 | 582.7K | $73M | +1.83% |
| Q3 2023 | 590.9K | $68M | +1.88% |
| Q1 2023 | 606.9K | $75M | +2.21% |
| Q4 2022 | 602.3K | $75M | +2.28% |
| Q3 2022 | 599.6K | $67M | +2.29% |
| Q2 2022 | 591.3K | $70M | +2.33% |
| Q1 2022 | 583.3K | $75M | +2.28% |
| Q4 2021 | 588.9K | $76M | +2.32% |
| Q3 2021 | 596.1K | $70M | +2.36% |
| Q2 2021 | 607.9K | $74M | +2.56% |
| Q1 2021 | 609.6K | $72M | +2.71% |
| Q4 2020 | 618.6K | $66M | +2.74% |
| Q3 2020 | 638.8K | $59M | +2.82% |
| Q2 2020 | 667.4K | $61M | +3.16% |
| Q1 2020 | 1.05M | $83M | +5.33% |
| Q4 2019 | 1.10M | $119M | +4.63% |
| Q3 2019 | 1.14M | $117M | +6.12% |
| Q2 2019 | 1.16M | $117M | +6.43% |
| Q1 2019 | 1.10M | $109M | +6.36% |
| Q4 2018 | 1.04M | $93M | +6.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of SDY.