Fsa Wealth Management LLC / SDY
Fsa Wealth Management LLC’s Spdr Series Trust Position
Does Fsa Wealth Management LLC own Spdr Series Trust (SDY)? Yes — 25.2K shares worth $4M (+1.29% of its 13F portfolio) as of Q3 2025, down from 25.3K shares the prior filed quarter.
Position Value
$4M
Q3 2025
Shares
25.2K
% of Portfolio
+1.29%
Quarters Held
23
currently held
Position History SDY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 25.2K | $4M | +1.29% |
| Q2 2025 | 25.3K | $3M | +1.34% |
| Q1 2025 | 25.9K | $4M | +1.49% |
| Q4 2024 | 24.5K | $3M | +1.31% |
| Q3 2024 | 24.6K | $3M | +1.39% |
| Q1 2024 | 24.9K | $3M | +1.42% |
| Q4 2023 | 24.9K | $3M | +1.47% |
| Q3 2023 | 25.1K | $3M | +1.61% |
| Q2 2023 | 26.8K | $3M | +1.77% |
| Q1 2023 | 27.3K | $3M | +1.96% |
| Q4 2022 | 28.0K | $4M | +2.04% |
| Q3 2022 | 28.6K | $3M | +2.23% |
| Q2 2022 | 1.8K | $215,000 | +0.60% |
| Q1 2022 | 34.3K | $4M | +2.58% |
| Q4 2021 | 34.3K | $4M | +2.58% |
| Q3 2021 | 34.3K | $4M | +2.51% |
| Q2 2021 | 34.6K | $4M | +2.66% |
| Q1 2021 | 36.4K | $4M | +2.88% |
| Q4 2020 | 37.3K | $4M | +1.97% |
| Q3 2020 | 39.1K | $4M | +2.32% |
| Q2 2020 | 38.8K | $4M | +2.41% |
| Q1 2020 | 141 | $11,000 | +0.01% |
| Q4 2019 | 140 | $15,000 | +0.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fsa Wealth Management LLC’s full portfolio or all institutional holders of SDY.