SPYG β€” SPDR SER TR

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

AI Ownership Summary

Diversify Advisory Services, LLC reported SPDR SER TR (SPYG) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.13% in 2025 Q1. The latest visible filing shows SPYG at 1.04% 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.

What this SPYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diversify Advisory Services, LLC'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 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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.

How Diversify Advisory Services, LLC held SPYG β€” position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 307,526 +26,512 +9.4% 1.04% $33.0M 2026-02-14 (Est.) $102.88
2025 Q3 ADDED 281,014 +16,481 +6.2% 1.02% $30.5M 2025-11-13 $104.42
2025 Q2 ADDED 264,533 +43,477 +19.7% 1.01% $26.5M 2025-08-14 $99.85
2025 Q1 ADDED 221,056 +59,169 +36.5% 1.13% $18.1M 2025-05-05 $83.59
2024 Q4 ADDED 161,887 +15,909 +10.9% 0.78% $14.2M 2025-01-16 $88.11
2024 Q3 ADDED 145,978 +26,611 +22.3% 0.67% $12.4M 2024-10-25 $83.72
2024 Q2 REDUCED 119,367 -114,858 -49.0% 0.54% $9.9M 2024-07-12 $82.00
2024 Q1 INITIATED 234,225 β€” β€” 1.01% $17.2M 2024-04-30 $69.47

FAQ About Diversify Advisory Services, LLC and SPYG

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

How long has Diversify Advisory Services, LLC reported owning SPYG?

Diversify Advisory Services, LLC reported SPYG across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SPYG position in Diversify Advisory Services, LLC's portfolio?

The largest reported portfolio weight for SPYG was 1.13% in 2025 Q1.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q4, when Diversify Advisory Services, LLC reported 307,526 shares, equal to 1.04% of portfolio, with an estimated market value of $33.0M.

What does the chart on this SPYG ownership page compare?

The chart compares Diversify Advisory Services, LLC'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.

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