Ownership history in Able Wealth Management LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in SPDR Portfolio S&P 500 Growth ETF (SPYG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 98,885 | +20,834 | +26.7% | 3.34% | $10.6M | $106.70 |
| 2025 Q3 | ADDED | 78,051 | +23,022 | +41.8% | 3.07% | $8.2M | $104.35 |
| 2025 Q2 | ADDED | 55,029 | +51,967 | +1697.2% | 2.65% | $5.2M | $95.05 |
| 2025 Q1 | REDUCED | 3,062 | -111 | -3.5% | 0.15% | $246K | $80.02 |
| 2024 Q4 | REDUCED | 3,173 | -596 | -15.8% | 0.18% | $279K | $87.40 |
| 2024 Q3 | REDUCED | 3,769 | -121 | -3.1% | 0.24% | $276K | $82.31 |
| 2023 Q4 | INITIATED | 3,890 | — | — | 0.23% | $253K | — |
As of 2025 Q4 — sorted by position size