Ownership history in Executive Wealth Management, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in SPDR SERIES TRUST (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 396,694 | -7,685 | -1.9% | 2.73% | $34.9M | $87.40 |
| 2024 Q3 | REDUCED | 404,379 | -3,221 | -0.8% | 4.27% | $33.5M | $82.31 |
| 2024 Q2 | REDUCED | 407,600 | -27,031 | -6.2% | 5.99% | $32.7M | $79.39 |
| 2024 Q1 | ADDED | 434,631 | +148,148 | +51.7% | 2.79% | $31.8M | $72.36 |
As of 2025 Q4 — sorted by position size