Destiny Capital Corp/CO SPYG — SPDR SER TR

Ownership history in Destiny Capital Corp/CO  ·  12 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported SPDR SER TR (SPYG) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 21.01% in 2025 Q3. The latest visible filing shows SPYG at 20.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destiny Capital Corp/CO's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPYG was reported at 20.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPYG stock page Destiny Capital Corp/CO fund profile Destiny Capital Corp/CO full holdings
How Destiny Capital Corp/CO held SPYG — position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 374,844 +6,075 +1.6% 20.58% $40.0M 2026-02-14 (Est.) $102.88
2025 Q3 ADDED — — — 368,769 +12,522 +3.5% 21.01% $38.5M 2025-10-31 $107.76
2025 Q2 ADDED — — — 356,247 +16,761 +4.9% 20.48% $34.0M 2025-08-06 $98.60
2025 Q1 ADDED — — — 339,486 +1,015 +0.3% 18.60% $27.3M 2025-04-16 $76.12
2024 Q4 ADDED — — — 338,471 +5,359 +1.6% 18.06% $29.8M 2025-01-31 $89.57
2024 Q3 ADDED — — — 333,112 +19,151 +6.1% 17.07% $27.5M 2024-11-06 $85.25
2024 Q2 REDUCED — — — 313,961 -7,649 -2.4% 17.19% $25.2M 2024-08-13 $77.49
2024 Q1 REDUCED — — — 321,610 -4,520 -1.4% 16.40% $23.5M 2024-05-06 $72.35
2023 Q4 REDUCED — — — 326,130 -1,052 -0.3% 14.81% $21.2M 2024-02-12 $69.78
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPYG

As of 2026 Q1 — sorted by position size

RESTON WEALTH MANAGEMENT LLC 3Y 7Y 19.28% Willis Johnson & Associates, Inc. 3Y 15.89% Focused Wealth Management, Inc 3Y 7Y 15.26% Black Swift Group, LLC 3Y 14.88% Higgins & Schmidt Wealth Strategies LLC 14.86% Benchmark Financial, LLC 14.16% Compton Financial Group, LLC 3Y 14.15% Three Cord True Wealth Management, LLC 13.55% Marathon Mission, Inc. 13.31% Octavia Wealth Advisors, LLC 3Y 13.0%

FAQ About Destiny Capital Corp/CO and SPYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Destiny Capital Corp/CO reported owning SPYG?

Destiny Capital Corp/CO reported SPYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYG position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for SPYG was 21.01% in 2025 Q3.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 374,844 shares, equal to 20.58% of portfolio, with an estimated market value of $40.0M.

What does the chart on this SPYG ownership page compare?

The chart compares Destiny Capital Corp/CO's quarterly SPYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Destiny Capital Corp/CO time their SPYG position?

Based on 13F filing dates vs. subsequent SPYG price moves, Destiny Capital Corp/CO correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on SPYG relative to SPY over the holding period was +4.0%.

← Back to Destiny Capital Corp/CO Holdings