Capital Advisors, Ltd. LLC / SDY
Capital Advisors, Ltd. LLC’s Spdr Series Trust Position
Does Capital Advisors, Ltd. LLC own Spdr Series Trust (SDY)? Yes — 145.6K shares worth $21M (+2.41% of its 13F portfolio) as of Q1 2026, down from 145.6K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
145.6K
% of Portfolio
+2.41%
Quarters Held
30
currently held
Position History SDY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 145.6K | $21M | +2.41% |
| Q4 2025 | 145.6K | $20M | +2.29% |
| Q3 2025 | 146.5K | $21M | +2.32% |
| Q2 2025 | 146.5K | $20M | +2.45% |
| Q1 2025 | 145.9K | $20M | +2.61% |
| Q4 2024 | 150.5K | $20M | +2.51% |
| Q3 2024 | 151.7K | $22M | +2.67% |
| Q2 2024 | 155.8K | $20M | +2.57% |
| Q1 2024 | 163.3K | $21M | +2.79% |
| Q4 2023 | 165.9K | $21M | +2.91% |
| Q3 2023 | 172.5K | $20M | +3.04% |
| Q2 2023 | 170.9K | $21M | +3.13% |
| Q1 2023 | 170.7K | $21M | +3.47% |
| Q4 2022 | 171.5K | $21M | +3.73% |
| Q3 2022 | 170.3K | $19M | +3.70% |
| Q2 2022 | 169.1K | $20M | +3.76% |
| Q1 2022 | 167.8K | $21M | +3.57% |
| Q4 2021 | 165.2K | $21M | +3.44% |
| Q3 2021 | 162.8K | $19M | +3.41% |
| Q2 2021 | 158.8K | $19M | +3.48% |
| Q1 2021 | 149.4K | $18M | +3.23% |
| Q4 2020 | 145.8K | $15M | +3.41% |
| Q3 2020 | 143.7K | $13M | +3.31% |
| Q2 2020 | 145.8K | $13M | +3.51% |
| Q1 2020 | 143.7K | $11M | +3.60% |
| Q4 2019 | 144.0K | $15M | +3.95% |
| Q3 2019 | 140.0K | $14M | +3.95% |
| Q2 2019 | 132.9K | $13M | +3.79% |
| Q1 2019 | 139.4K | $14M | +3.75% |
| Q4 2018 | 136.2K | $12M | +3.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Advisors, Ltd. LLC’s full portfolio or all institutional holders of SDY.