Ownership history in KPP Advisory Services LLC · 8 quarters on record
This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in SPDR PORTFOLIO (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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,531 | +227 | +5.3% | 0.07% | $474K | $104.35 |
| 2025 Q2 | REDUCED | 4,304 | -14,371 | -77.0% | 0.10% | $410K | $95.05 |
| 2025 Q1 | REDUCED | 18,675 | -8,567 | -31.4% | 0.28% | $1.5M | $80.02 |
| 2024 Q4 | ADDED | 27,242 | +2,044 | +8.1% | 0.56% | $2.4M | $87.40 |
| 2024 Q3 | ADDED | 25,198 | +8,778 | +53.5% | 0.50% | $2.1M | $82.31 |
| 2024 Q2 | ADDED | 16,420 | +2,572 | +18.6% | 0.35% | $1.3M | $79.39 |
| 2024 Q1 | ADDED | 13,848 | +1,601 | +13.1% | 0.28% | $1.0M | $72.36 |
| 2023 Q3 | INITIATED | 12,247 | — | — | 0.24% | $726K | — |
As of 2025 Q4 — sorted by position size