Ownership history in BALANCED WEALTH GROUP LLC · 9 quarters on record
This page tracks every 13F SEC filing in which BALANCED WEALTH GROUP LLC reported a position in SPDR SER TR (SLYG). 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 | 116,098 | +4,871 | +4.4% | 4.01% | $11.0M | $94.19 |
| 2025 Q3 | REDUCED | 111,227 | -1,981 | -1.7% | 4.36% | $9.9M | $94.19 |
| 2025 Q2 | ADDED | 113,208 | +13,000 | +13.0% | 4.38% | $10.1M | $88.42 |
| 2025 Q1 | REDUCED | 100,208 | -1,582 | -1.6% | 4.02% | $8.3M | $82.46 |
| 2024 Q4 | ADDED | 101,790 | +6,713 | +7.1% | 4.23% | $9.4M | $89.53 |
| 2024 Q3 | REDUCED | 95,077 | -206,078 | -68.4% | 3.86% | $8.7M | $91.90 |
| 2024 Q2 | ADDED | 301,155 | +9,445 | +3.2% | 3.53% | $7.8M | $84.48 |
| 2024 Q1 | ADDED | 291,710 | +265,139 | +997.9% | 3.16% | $7.1M | $85.57 |
| 2023 Q4 | INITIATED | 26,571 | — | — | 1.16% | $2.2M | — |
As of 2025 Q4 — sorted by position size