Back to MONETA GROUP INVESTMENT ADVISORS LLC

SDY
Showing 8 of 29 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in SPDR SERIES TRUST

MONETA GROUP INVESTMENT ADVISORS LLC holds 280,481 shares of SDY (SPDR SERIES TRUST), worth $40.9M as of 2026-Q1. The position was decreased (-1.3% shares). SDY represents 0.3% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$40.9M

Current Shares

280,481

Total Value Change

-$3.4M

Total Shares Change

-67,921

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
280,481
-1.3%
$40.9M0.3%$154.56
0
2025-Q4
Increased
284,161
+4.1%
$39.5M0.3%$140.12
36
2025-Q3
Decreased
272,977
-2.1%
$38.2M0.3%$138.29
0
2025-Q2
Decreased
278,925
-14.6%
$37.9M0.5%$133.44
0
2025-Q1
Decreased
326,411
-1.4%
$44.3M0.6%$131.57
0
2024-Q4
Decreased
330,990
-4.7%
$43.7M0.6%$128.20
0
2024-Q3
Decreased
347,117
-0.4%
$49.3M0.7%$136.90
0
2024-Q2
Increased
348,402
+0.7%
$44.3M0.7%$122.20
41

Other major holders of SDY: Corient Private Wealth LLC, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used