SPYG SPDR SERIES TRUST

Ownership history in Advisory Alpha, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SPDR SERIES TRUST (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.

Peak position
15.11% (2021 Q1)
Avg. % of fund
8.48%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,498,263 -39,818 -1.1% 10.16% $373.3M $106.70
2025 Q3 ADDED 3,538,081 +156,423 +4.6% 10.36% $372.0M $104.35
2025 Q2 ADDED 3,381,658 +1,345,380 +66.1% 10.04% $322.3M $95.05
2025 Q1 REDUCED 2,036,278 -1,191,865 -36.9% 10.15% $163.7M $80.02
2024 Q4 REDUCED 3,228,143 -136,596 -4.1% 10.10% $283.8M $87.40
2024 Q3 ADDED 3,364,739 +164,499 +5.1% 9.92% $279.1M $82.31
2024 Q2 ADDED 3,200,240 +313,466 +10.9% 10.11% $256.4M $79.39
2024 Q1 ADDED 2,886,774 +206,571 +7.7% 8.67% $211.2M $72.36
2023 Q4 ADDED 2,680,203 +8,556 +0.3% 7.99% $174.4M $64.27
2023 Q3 ADDED 2,671,647 +114,014 +4.5% 8.15% $158.4M $58.37
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYG price (monthly, adj. close)
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