FIDELITY D & D BANCORP INC SPYG — SPDR PORT S&P 500 GROWTH ETF

Ownership history in FIDELITY D & D BANCORP INC  ·  11 quarters on record

AI Ownership Summary

FIDELITY D & D BANCORP INC reported SPDR PORT S&P 500 GROWTH ETF (SPYG) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.98% in 2024 Q4. The latest visible filing shows SPYG at 0.60% 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 FIDELITY D & D BANCORP INC's position in SPDR PORT S&P 500 GROWTH ETF, 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
2026 Q1

SPYG was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

SPYG stock page FIDELITY D & D BANCORP INC fund profile FIDELITY D & D BANCORP INC full holdings
How FIDELITY D & D BANCORP INC held SPYG — position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 15,263 — 0% 0.60% $1.5M 2026-04-30 $112.39
2025 Q4 UNCHANGED — — — 15,263 — 0% 0.70% $1.6M 2026-02-09 $105.95
2025 Q3 UNCHANGED — — — 15,263 — 0% 0.88% $1.6M 2025-11-13 $104.42
2025 Q2 UNCHANGED — — — 15,263 — 0% 0.89% $1.5M 2025-08-15 $99.56
2025 Q1 UNCHANGED — — — 15,263 — 0% 0.81% $1.2M 2025-05-01 $82.50
2024 Q4 UNCHANGED — — — 15,263 — 0% 0.98% $1.3M 2025-02-21 $88.96
2024 Q3 UNCHANGED — — — 15,263 — 0% 0.84% $1.3M 2024-12-06 $89.28
2024 Q2 UNCHANGED — — — 15,263 — 0% 0.93% $1.2M 2024-08-05 $72.61
2024 Q1 ADDED — — — 15,263 +4,440 +41.0% 0.84% $1.1M 2024-04-16 $70.49
2023 Q4 UNCHANGED — — — 10,823 — 0% 0.55% $704K 2024-01-12 $64.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPYG

As of 2026 Q1 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 22.42% Destiny Capital Corp/CO 3Y 19.88% Investments & Financial Planning, LLC 3Y 19.45% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 19.28% Leslie Global Wealth, LLC 16.59% Willis Johnson & Associates, Inc. 3Y 15.89% Ackerman Capital Advisors, LLC 3Y 7Y 15.29% Collier Financial 15.26% Focused Wealth Management, Inc 3Y 7Y 15.26% Black Swift Group, LLC 3Y 14.88%

FAQ About FIDELITY D & D BANCORP INC and SPYG

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

How long has FIDELITY D & D BANCORP INC reported owning SPYG?

FIDELITY D & D BANCORP INC reported SPYG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPYG position in FIDELITY D & D BANCORP INC's portfolio?

The largest reported portfolio weight for SPYG was 0.98% in 2024 Q4.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2026 Q1, when FIDELITY D & D BANCORP INC reported 15,263 shares, equal to 0.60% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SPYG ownership page compare?

The chart compares FIDELITY D & D BANCORP INC'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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