Three Cord True Wealth Management, LLC SPYG — SPDR SERIES TRUST

Ownership history in Three Cord True Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Three Cord True Wealth Management, LLC reported SPDR SERIES TRUST (SPYG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 41.99% in 2025 Q2. The latest visible filing shows SPYG at 13.55% 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 Three Cord True Wealth Management, LLC's position in SPDR SERIES TRUST, 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
2026 Q1

SPYG was reported at 13.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
41.99% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

SPYG stock page Three Cord True Wealth Management, LLC fund profile Three Cord True Wealth Management, LLC full holdings
How Three Cord True Wealth Management, LLC held SPYG — position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 249,121 +12,235 +5.2% 13.55% $24.4M 2026-04-27 $112.83
2025 Q4 REDUCED — — — 236,886 -7,864 -3.2% 14.70% $25.3M 2026-02-05 $102.25
2025 Q3 ADDED — — — 244,750 +3,813 +1.6% 17.31% $25.6M 2025-11-04 $106.33
2025 Q2 ADDED — — — 240,937 +16,416 +7.3% 41.99% $23.0M 2025-07-22 $96.57
2025 Q1 ADDED — — — 224,521 +7,953 +3.7% 15.48% $18.0M 2025-04-22 $76.01
2024 Q4 INITIATED — — — 216,568 — — 16.47% $19.0M 2025-02-19 $91.74

🏢 Other funds also holding SPYG

As of 2026 Q1 — sorted by position size

RESTON WEALTH MANAGEMENT LLC 3Y 7Y 19.28% Willis Johnson & Associates, Inc. 3Y 15.89% Focused Wealth Management, Inc 3Y 7Y 15.26% Black Swift Group, LLC 3Y 14.88% Higgins & Schmidt Wealth Strategies LLC 14.86% Benchmark Financial, LLC 14.16% Marathon Mission, Inc. 13.31% Octavia Wealth Advisors, LLC 3Y 13.0% TRUEFG, LLC 3Y 11.8% Fortitude Financial, LLC 11.51%

FAQ About Three Cord True Wealth Management, LLC and SPYG

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

How long has Three Cord True Wealth Management, LLC reported owning SPYG?

Three Cord True Wealth Management, LLC reported SPYG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SPYG position in Three Cord True Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPYG was 41.99% in 2025 Q2.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2026 Q1, when Three Cord True Wealth Management, LLC reported 249,121 shares, equal to 13.55% of portfolio, with an estimated market value of $24.4M.

What does the chart on this SPYG ownership page compare?

The chart compares Three Cord True Wealth Management, LLC'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.

How well did Three Cord True Wealth Management, LLC time their SPYG position?

Based on 13F filing dates vs. subsequent SPYG price moves, Three Cord True Wealth Management, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SPYG relative to SPY over the holding period was +5.3%.

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