SPYG β€” SPDR SER TR

Ownership history in Lane & Associates LLC  Β·  5 quarters on record

AI Ownership Summary

Lane & Associates LLC reported SPDR SER TR (SPYG) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 6.91% in 2024 Q4. The latest visible filing shows SPYG at 6.87% 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 Lane & Associates 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
2025 Q1

SPYG was reported at 6.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.91% 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
2024 Q1 to 2025 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.

How Lane & Associates LLC held SPYG β€” position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 158,500 +10,202 +6.9% 6.87% $12.7M 2025-05-15 (Est.) $88.96
2024 Q4 ADDED 148,298 +35,283 +31.2% 6.91% $13.4M 2025-02-03 $88.82
2024 Q3 ADDED 113,015 +57,919 +105.1% 5.10% $9.4M 2024-11-12 $86.72
2024 Q2 REDUCED 55,096 -3,799 -6.5% 2.60% $4.4M 2024-08-07 $72.70
2024 Q1 INITIATED 58,895 β€” β€” 2.71% $4.3M 2024-04-12 $71.76

FAQ About Lane & Associates 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 Lane & Associates LLC reported owning SPYG?

Lane & Associates LLC reported SPYG across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

What was the largest reported SPYG position in Lane & Associates LLC's portfolio?

The largest reported portfolio weight for SPYG was 6.91% in 2024 Q4.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q1, when Lane & Associates LLC reported 158,500 shares, equal to 6.87% of portfolio, with an estimated market value of $12.7M.

What does the chart on this SPYG ownership page compare?

The chart compares Lane & Associates 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.

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