Orin Green Financial, LLC SPYG — SPDR SER TR

Ownership history in Orin Green Financial, LLC  ·  16 quarters on record

AI Ownership Summary

Orin Green Financial, LLC reported SPDR SER TR (SPYG) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2025 Q2. The latest visible filing shows SPYG at 0.36% 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 Orin Green Financial, 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 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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 Orin Green Financial, LLC fund profile Orin Green Financial, LLC full holdings
How Orin Green Financial, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,861 — 0% 0.36% $868K 2026-04-29 $111.52
2025 Q4 UNCHANGED — — — 8,861 — 0% 0.38% $945K 2026-02-06 $104.82
2025 Q3 REDUCED 19.2% +3.1% ❌ 8,861 -2,100 -19.2% 0.37% $926K 2025-10-28 $108.40
2025 Q2 UNCHANGED — — — 10,961 — 0% 0.44% $1.0M 2025-07-29 $98.06
2025 Q1 REDUCED — — — 10,961 -55 -0.5% 0.38% $816K 2025-05-06 $82.85
2024 Q4 UNCHANGED — — — 11,016 — 0% 0.43% $968K 2025-02-19 $91.74
2024 Q3 UNCHANGED — — — 11,016 — 0% 0.39% $914K 2024-10-16 $83.14
2024 Q2 REDUCED — — — 11,016 -130 -1.2% 0.41% $883K 2024-07-31 $78.21
2024 Q1 REDUCED 11.8% +10.5% ❌ 11,146 -1,488 -11.8% 0.38% $815K 2024-05-08 $72.27
2023 Q4 REDUCED — — — 12,634 -85 -0.7% 0.41% $822K 2024-02-09 $70.22
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Leslie Global Wealth, LLC 16.59% Willis Johnson & Associates, Inc. 3Y 15.89% ALPHA CAPITAL ADVISORS INC /ADV 15.67% Ackerman Capital Advisors, LLC 3Y 7Y 15.29% Collier Financial 15.26% Focused Wealth Management, Inc 3Y 7Y 15.26%

FAQ About Orin Green Financial, 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 Orin Green Financial, LLC reported owning SPYG?

Orin Green Financial, LLC reported SPYG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPYG position in Orin Green Financial, LLC's portfolio?

The largest reported portfolio weight for SPYG was 0.44% in 2025 Q2.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2026 Q1, when Orin Green Financial, LLC reported 8,861 shares, equal to 0.36% of portfolio, with an estimated market value of $868K.

What does the chart on this SPYG ownership page compare?

The chart compares Orin Green Financial, 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 Orin Green Financial, LLC time their SPYG position?

Based on 13F filing dates vs. subsequent SPYG price moves, Orin Green Financial, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on SPYG relative to SPY over the holding period was +2.3%.

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