SEC 13F Intelligence

Flaharty Asset Management, LLC / SDY

Flaharty Asset Management, LLC’s Spdr Series Trust Position

Does Flaharty Asset Management, LLC own Spdr Series Trust (SDY)? Yes — 16.6K shares worth $3M (+3.69% of its 13F portfolio) as of Q2 2026, down from 197.5K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
16.6K
% of Portfolio
+3.69%
Quarters Held
30
currently held

Position History SDY

Reported value by quarter
Q1 ’19: $14MQ1 ’19Q2 ’19: $14MQ3 ’19: $14MQ4 ’19: $16MQ1 ’20: $12MQ1 ’20Q2 ’20: $13MQ3 ’20: $12MQ4 ’20: $12MQ1 ’21: $14MQ1 ’21Q2 ’21: $15MQ3 ’21: $15MQ4 ’21: $16MQ1 ’22: $18MQ1 ’22Q2 ’22: $15MQ3 ’22: $15MQ4 ’22: $18MQ1 ’23: $18MQ1 ’23Q2 ’23: $19MQ3 ’23: $20MQ4 ’23: $22MQ1 ’24: $26MQ1 ’24Q2 ’24: $26MQ3 ’24: $29MQ4 ’24: $26MQ1 ’25: $27MQ1 ’25Q2 ’25: $28MQ3 ’25: $30MQ4 ’25: $28MQ1 ’26: $29MQ1 ’26Q2 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202616.6K$3M+3.69%
Q1 2026197.5K$29M+3.58%
Q4 2025198.5K$28M+3.45%
Q3 2025213.7K$30M+3.80%
Q2 2025205.9K$28M+3.82%
Q1 2025197.0K$27M+3.86%
Q4 2024198.8K$26M+3.83%
Q3 2024202.0K$29M+4.03%
Q2 2024202.1K$26M+3.80%
Q1 2024201.0K$26M+3.92%
Q4 2023175.1K$22M+3.46%
Q3 2023172.4K$20M+3.32%
Q2 2023158.0K$19M+3.32%
Q1 2023149.3K$18M+3.30%
Q4 2022144.2K$18M+3.38%
Q3 2022135.4K$15M+3.11%
Q2 2022128.6K$15M+3.10%
Q1 2022137.4K$18M+3.23%
Q4 2021125.9K$16M+2.99%
Q3 2021125.1K$15M+3.03%
Q2 2021120.0K$15M+3.14%
Q1 2021116.4K$14M+3.17%
Q4 2020116.7K$12M+3.09%
Q3 2020126.1K$12M+3.67%
Q2 2020140.0K$13M+4.48%
Q1 2020144.0K$12M+5.30%
Q4 2019144.2K$16M+5.49%
Q3 2019140.3K$14M+5.45%
Q2 2019135.7K$14M+5.32%
Q1 2019139.0K$14M+5.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Flaharty Asset Management, LLC’s full portfolio or all institutional holders of SDY.