SPYG — SPDR SERIES TRUST

Ownership history in RDA Financial Network  ·  28 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network 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
1.22% (2024 Q3)
Avg. % of fund
0.45%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 41,640 -856 -2.0% 1.07% $4.4M $106.70
2025 Q3 REDUCED 42,496 -1,468 -3.3% 1.10% $4.4M $104.35
2025 Q2 ADDED 43,964 +1,077 +2.5% 1.13% $4.2M $95.05
2025 Q1 REDUCED 42,887 -436 -1.0% 1.03% $3.4M $80.02
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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