SPYG — SPDR SER TR

Ownership history in Rede Wealth, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in SPDR SER TR (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
1.66% (2024 Q2)
Avg. % of fund
0.79%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,193 +930 +3.7% 0.97% $2.8M $106.70
2025 Q2 ADDED 25,263 +1,072 +4.4% 0.87% $2.4M $95.05
2025 Q1 ADDED 24,191 +83 +0.3% 0.69% $1.9M $80.02
2024 Q4 ADDED 24,108 +1,903 +8.6% 0.81% $2.1M $87.40
10 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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