SPYG — SPDR SERIES TRUST

Ownership history in Marks Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in SPDR SERIES TRUST (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.

Peak position
13.14% (2025 Q2)
Avg. % of fund
11.17%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 284,533 -140,694 -33.1% 9.19% $29.7M $104.35
2025 Q2 INITIATED 425,227 — — 13.14% $40.5M $95.05
% of Fund (quarterly)    SPYG price (monthly, adj. close)

Other funds also holding SPYG

As of 2025 Q4 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 24.0% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 21.82% Compton Financial Group, LLC 3Y 20.6% Destiny Capital Corp/CO 3Y 20.58% Willis Johnson & Associates, Inc. 3Y 17.67% Ackerman Capital Advisors, LLC 3Y 7Y 16.36% Focused Wealth Management, Inc 3Y 7Y 16.28% Leslie Global Wealth, LLC 15.66% Black Swift Group, LLC 3Y 15.62% Syntegra Private Wealth Group, LLC 3Y 14.43%
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