SPYG β€” SPDR SER TR

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

AI Ownership Summary

Solutions 4 Wealth, Ltd reported SPDR SER TR (SPYG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.44% in 2024 Q1. The latest visible filing shows SPYG at 1.15% 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.

What this SPYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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
2025 Q4

SPYG was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2024 Q1

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 2025 Q4

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.

How Solutions 4 Wealth, Ltd held SPYG β€” position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,160 +31 +0.4% 1.15% $764K 2026-02-14 (Est.) $102.88
2025 Q3 ADDED 7,129 +503 +7.6% 1.16% $745K 2025-11-04 $106.33
2025 Q2 REDUCED 6,626 -58 -0.9% 1.05% $632K 2025-08-13 $99.72
2025 Q1 REDUCED 6,684 -227 -3.3% 0.95% $537K 2025-05-09 $83.58
2024 Q4 ADDED 6,911 +5 +0.1% 1.10% $607K 2025-01-28 $89.82
2024 Q3 REDUCED 6,906 -195 -2.7% 1.12% $573K 2024-11-14 $86.13
2024 Q2 ADDED 7,101 +99 +1.4% 1.29% $569K 2024-08-14 $77.64
2024 Q1 ADDED 7,002 +798 +12.9% 1.44% $512K 2024-05-02 $70.04
2023 Q4 INITIATED 6,204 β€” β€” 1.32% $404K 2024-02-06 $68.45

FAQ About Solutions 4 Wealth, Ltd and SPYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Solutions 4 Wealth, Ltd reported owning SPYG?

Solutions 4 Wealth, Ltd reported SPYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYG position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for SPYG was 1.44% in 2024 Q1.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 7,160 shares, equal to 1.15% of portfolio, with an estimated market value of $764K.

What does the chart on this SPYG ownership page compare?

The chart compares Solutions 4 Wealth, Ltd'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.

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