SPYG — SPDR SER TR

Ownership history in REGIMEN WEALTH, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which REGIMEN 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
2.52% (2023 Q2)
Avg. % of fund
2.14%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 52,059 -1,275 -2.4% 1.62% $5.6M $106.70
2025 Q3 REDUCED 53,334 -1,957 -3.5% 1.65% $5.6M $104.35
2025 Q2 REDUCED 55,291 -22,543 -29.0% 1.64% $5.3M $95.05
2025 Q1 ADDED 77,834 +815 +1.1% 2.01% $6.3M $80.02
8 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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