SPYG — SPDR SER TR

Ownership history in Echo Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, 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
17.05% (2022 Q3)
Avg. % of fund
6.69%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,289 -6,225 -10.1% 3.44% $5.9M $106.70
2025 Q3 ADDED 61,514 +889 +1.5% 3.75% $6.4M $104.35
2025 Q2 ADDED 60,625 +1,901 +3.2% 3.54% $5.8M $95.05
2025 Q1 ADDED 58,724 +4,021 +7.4% 3.19% $4.7M $80.02
17 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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