SPYG SPDR SER TR

Ownership history in Solutions 4 Wealth, Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd 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
1.44% (2024 Q1)
Avg. % of fund
1.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,160 +31 +0.4% 1.15% $764K $106.56
2025 Q3 ADDED 7,129 +503 +7.6% 1.16% $745K $104.22
2025 Q2 REDUCED 6,626 -58 -0.9% 1.05% $632K $94.93
2025 Q1 REDUCED 6,684 -227 -3.3% 0.95% $537K $79.92
2024 Q4 ADDED 6,911 +5 +0.1% 1.10% $607K $87.28
2024 Q3 REDUCED 6,906 -195 -2.7% 1.12% $573K $82.20
2024 Q2 ADDED 7,101 +99 +1.4% 1.29% $569K $79.29
2024 Q1 ADDED 7,002 +798 +12.9% 1.44% $512K $72.27
2023 Q4 INITIATED 6,204 1.32% $404K
% of Fund (quarterly)    SPYG price (monthly, adj. close)
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