SPYG — SPDR SER TR

Ownership history in Syntegra Private Wealth Group, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Syntegra Private Wealth Group, 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
14.43% (2025 Q4)
Avg. % of fund
11.2%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,473,080 +173,361 +13.3% 14.43% $157.2M $106.70
2025 Q3 REDUCED 1,299,719 -2,021 -0.2% 12.81% $135.8M $104.35
2025 Q2 ADDED 1,301,740 +37,885 +3.0% 12.66% $124.1M $95.05
2025 Q1 REDUCED 1,263,855 -27,542 -2.1% 11.88% $101.6M $80.02
9 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% Marathon Mission, Inc. 13.56%
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