SPYG β€” SPDR SER TR

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

AI Ownership Summary

Echo Wealth Management, LLC reported SPDR SER TR (SPYG) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 12.52% in 2023 Q3. The latest visible filing shows SPYG at 3.44% 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 Echo Wealth Management, 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 3.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.52% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 Echo Wealth Management, LLC held SPYG β€” position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 55,289 -6,225 -10.1% 3.44% $5.9M 2026-02-14 (Est.) $102.88
2025 Q3 ADDED 61,514 +889 +1.5% 3.75% $6.4M 2025-10-22 $104.05
2025 Q2 ADDED 60,625 +1,901 +3.2% 3.54% $5.8M 2025-07-22 $96.57
2025 Q1 ADDED 58,724 +4,021 +7.4% 3.19% $4.7M 2025-04-22 $76.01
2024 Q4 REDUCED 54,703 -1,569 -2.8% 3.32% $4.8M 2025-01-21 $90.17
2024 Q3 REDUCED 56,272 -6,616 -10.5% 3.30% $4.7M 2024-10-21 $84.06
2024 Q2 ADDED 62,888 +3,244 +5.4% 3.80% $5.0M 2024-07-17 $79.93
2024 Q1 REDUCED 59,644 -31,892 -34.8% 3.62% $4.4M 2024-04-22 $68.55
2023 Q4 REDUCED 91,536 -104,506 -53.3% 5.51% $5.9M 2024-01-17 $64.34
2023 Q3 REDUCED 196,042 -3,670 -1.8% 12.52% $11.6M 2023-10-20 $57.77
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Echo Wealth Management, 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 Echo Wealth Management, LLC reported owning SPYG?

Echo Wealth Management, LLC reported SPYG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported SPYG position in Echo Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPYG was 12.52% in 2023 Q3.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q4, when Echo Wealth Management, LLC reported 55,289 shares, equal to 3.44% of portfolio, with an estimated market value of $5.9M.

What does the chart on this SPYG ownership page compare?

The chart compares Echo Wealth Management, 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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