INTEGRITY ALLIANCE, LLC. SPYG — SPDR SER TR

Ownership history in INTEGRITY ALLIANCE, LLC.  ·  5 quarters on record

AI Ownership Summary

INTEGRITY ALLIANCE, LLC. reported SPDR SER TR (SPYG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.33% in 2025 Q1. The latest visible filing shows SPYG at 0.51% 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.

What this SPYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INTEGRITY ALLIANCE, 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 Q1

SPYG was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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 INTEGRITY ALLIANCE, LLC. fund profile INTEGRITY ALLIANCE, LLC. full holdings
How INTEGRITY ALLIANCE, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 137,867 -1,295 -0.9% 0.51% $13.5M 2026-05-11 $117.91
2025 Q4 REDUCED — — — 139,162 -1,712 -1.2% 0.54% $14.8M 2026-02-09 $105.95
2025 Q3 REDUCED — — — 140,874 -1,352 -1.0% 0.69% $14.7M 2025-11-14 $104.51
2025 Q2 ADDED — — — 142,226 +2,712 +1.9% 0.74% $13.6M 2025-08-04 $98.19
2025 Q1 INITIATED — — — 139,514 — — 1.33% $12.3M 2025-05-08 $83.73

🏢 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% 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% Higgins & Schmidt Wealth Strategies LLC 14.86%

FAQ About INTEGRITY ALLIANCE, 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 INTEGRITY ALLIANCE, LLC. reported owning SPYG?

INTEGRITY ALLIANCE, LLC. reported SPYG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SPYG position in INTEGRITY ALLIANCE, LLC.'s portfolio?

The largest reported portfolio weight for SPYG was 1.33% in 2025 Q1.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2026 Q1, when INTEGRITY ALLIANCE, LLC. reported 137,867 shares, equal to 0.51% of portfolio, with an estimated market value of $13.5M.

What does the chart on this SPYG ownership page compare?

The chart compares INTEGRITY ALLIANCE, 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 INTEGRITY ALLIANCE, LLC. time their SPYG position?

Based on 13F filing dates vs. subsequent SPYG price moves, INTEGRITY ALLIANCE, LLC. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SPYG relative to SPY over the holding period was +6.4%.

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