SPYG — SPDR SER TR

Ownership history in EWG Elevate Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. 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
1.47% (2025 Q3)
Avg. % of fund
0.35%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 44,969 +41,661 +1259.4% 1.47% $4.7M $104.35
2025 Q2 UNCHANGED 3,308 — 0% 0.10% $315K $95.05
2025 Q1 REDUCED 3,308 -1,796 -35.2% 0.10% $266K $80.02
2024 Q4 REDUCED 5,104 -167 -3.2% 0.14% $449K $87.40
5 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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