SPYG — SPDR SER TR

Ownership history in BCS Wealth Management  ·  16 quarters on record

This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in SPDR SER TR (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
3.44% (2024 Q2)
Avg. % of fund
2.0%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 220,563 +111,925 +103.0% 2.38% $23.5M $106.70
2025 Q3 ADDED 108,638 +1,383 +1.3% 2.56% $11.4M $104.35
2025 Q2 ADDED 107,255 +1,181 +1.1% 2.20% $10.2M $95.05
2025 Q1 REDUCED 106,074 -1,370 -1.3% 2.19% $8.5M $80.02
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYG price (monthly, adj. close)

Other funds also holding SPYG

As of 2025 Q4 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 24.0% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 21.82% Compton Financial Group, LLC 3Y 20.6% Destiny Capital Corp/CO 3Y 20.58% Willis Johnson & Associates, Inc. 3Y 17.67% Ackerman Capital Advisors, LLC 3Y 7Y 16.36% Focused Wealth Management, Inc 3Y 7Y 16.28% Leslie Global Wealth, LLC 15.66% Black Swift Group, LLC 3Y 15.62% Syntegra Private Wealth Group, LLC 3Y 14.43%
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