Global Assets Advisory, LLC SPYG SPDR SER TR

Ownership history in Global Assets Advisory, LLC  ·  4 quarters on record

AI Ownership Summary

Global Assets Advisory, LLC reported SPDR SER TR (SPYG) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.65% in 2026 Q2. The latest visible filing shows SPYG at 0.65% 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 Global Assets Advisory, 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
2026 Q2

SPYG was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Global Assets Advisory, LLC 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 25,036 +19,171 +326.9% 0.65% $3.0M 2026-07-27 $114.55
2026 Q1 REDUCED 68.0% +20.1% 5,865 -12,453 -68.0% 0.37% $1.3M 2026-05-01 $112.88
2024 Q1 ADDED 18,318 +13,685 +295.4% 0.01% $250K 2024-04-12 $71.67
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Assets Advisory, 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 Global Assets Advisory, LLC reported owning SPYG?

Global Assets Advisory, LLC reported SPYG across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPYG position in Global Assets Advisory, LLC's portfolio?

The largest reported portfolio weight for SPYG was 0.65% in 2026 Q2.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2026 Q2, when Global Assets Advisory, LLC reported 25,036 shares, equal to 0.65% of portfolio, with an estimated market value of $3.0M.

What does the chart on this SPYG ownership page compare?

The chart compares Global Assets Advisory, 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.

How well did Global Assets Advisory, LLC time their SPYG position?

Based on 13F filing dates vs. subsequent SPYG price moves, Global Assets Advisory, LLC correctly timed 2 out of 3 reported position changes (67%).

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