Ownership history in BENJAMIN EDWARDS INC · 23 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,342,569 | +602,485 | +81.4% | 1.59% | $143.3M | $106.70 |
| 2025 Q3 | ADDED | 740,084 | +91,278 | +14.1% | 0.87% | $77.3M | $104.35 |
| 2025 Q2 | REDUCED | 648,806 | -105,560 | -14.0% | 0.79% | $61.8M | $95.05 |
| 2025 Q1 | ADDED | 754,366 | +286,141 | +61.1% | 0.85% | $60.6M | $80.02 |
| 2024 Q4 | ADDED | 468,225 | +16,360 | +3.6% | 0.59% | $41.2M | $87.40 |
| 2024 Q3 | ADDED | 451,865 | +435,481 | +2658.0% | 0.55% | $37.5M | $82.31 |
| 2024 Q2 | ADDED | 16,384 | +330 | +2.1% | 0.25% | $1.3M | $79.39 |
| 2024 Q1 | ADDED | 16,054 | +3,042 | +23.4% | 0.23% | $1.2M | $72.36 |
| 2023 Q4 | ADDED | 13,012 | +411 | +3.3% | 0.18% | $847K | $64.27 |
| 2023 Q3 | REDUCED | 12,601 | -1,317 | -9.5% | 0.18% | $747K | $58.37 |
As of 2025 Q4 — sorted by position size