SEC 13F Intelligence

Usadvisors Wealth Management, LLC / SDY

Usadvisors Wealth Management, LLC’s Spdr Series Trust Position

Does Usadvisors Wealth Management, LLC own Spdr Series Trust (SDY)? Not currently — the last reported position was 36.3K shares worth $4M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2023
Shares
36.3K
% of Portfolio
+1.86%
Quarters Held
6
position exited

Position History SDY

Reported value by quarter
Q2 ’22: $5MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $5MQ4 ’22Q1 ’23: $5MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $4MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202336.3K$4M+1.86%
Q2 202338.0K$5M+2.22%
Q1 202338.0K$5M+2.24%
Q4 202238.5K$5M+2.33%
Q3 202238.2K$4M+2.18%
Q2 202238.0K$5M+2.26%

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