SPYG SPDR SER TR

Ownership history in Stonebrook Private Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Stonebrook Private Inc. 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
4.47% (2025 Q4)
Avg. % of fund
2.07%
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 200,329 +141,528 +240.7% 4.47% $21.4M $106.70
2025 Q3 ADDED 58,801 +28,991 +97.3% 1.33% $6.1M $104.35
2025 Q2 REDUCED 29,810 -55,571 -65.1% 0.66% $2.8M $95.05
2025 Q1 ADDED 85,381 +2,622 +3.2% 1.78% $6.9M $80.02
2024 Q4 REDUCED 82,759 -52,665 -38.9% 1.90% $7.3M $87.40
2024 Q3 ADDED 135,424 +11,338 +9.1% 2.97% $11.2M $82.31
2024 Q2 ADDED 124,086 +61,964 +99.7% 2.86% $9.9M $79.39
2024 Q1 ADDED 62,122 +3,419 +5.8% 1.33% $4.5M $72.36
2023 Q4 INITIATED 58,703 1.28% $3.8M
% of Fund (quarterly)    SPYG price (monthly, adj. close)
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