SPYG — SPDR SER TR

Ownership history in Diversify Advisory Services, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC 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
1.13% (2025 Q1)
Avg. % of fund
0.9%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 307,526 +26,512 +9.4% 1.04% $33.0M $106.70
2025 Q3 ADDED 281,014 +16,481 +6.2% 1.02% $30.5M $104.35
2025 Q2 ADDED 264,533 +43,477 +19.7% 1.01% $26.5M $95.05
2025 Q1 ADDED 221,056 +59,169 +36.5% 1.13% $18.1M $80.02
4 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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