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SDY
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Position history for Pathstone Holdings, LLC's holdings in SPDR SERIES TRUST

Pathstone Holdings, LLC holds 782,740 shares of SDY (SPDR SERIES TRUST), worth $114.2M as of 2026-Q1. The position was increased (+1.5% shares). SDY represents 0.5% of Pathstone Holdings, LLC's portfolio.

Current Value

$114.2M

Current Shares

782,740

Total Value Change

+$15.6M

Total Shares Change

+7,591

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
782,740
+1.5%
$114.2M0.5%$154.56
36
2025-Q4
Increased
771,497
+0.4%
$107.5M0.4%$140.12
36
2025-Q3
Increased
768,592
+1.1%
$107.6M0.4%$138.29
36
2025-Q2
Increased
760,212
+0.6%
$103.2M0.4%$133.44
36
2025-Q1
Decreased
755,644
-0.5%
$102.5M0.4%$131.57
0
2024-Q4
Decreased
759,648
-1.7%
$100.3M0.4%$128.20
0
2024-Q3
Decreased
773,031
-0.3%
$109.8M0.5%$136.90
0
2024-Q2
Decreased
775,149
-0.9%
$98.6M0.4%$122.20
0

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

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