SPYG β€” SPDR SER TR

Ownership history in Tower Wealth Partners, Inc.  Β·  9 quarters on record

AI Ownership Summary

Tower Wealth Partners, Inc. reported SPDR SER TR (SPYG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.57% in 2025 Q4. The latest visible filing shows SPYG at 11.57% 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 Tower Wealth Partners, Inc.'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 11.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.57% in 2025 Q4

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 Tower Wealth Partners, Inc. 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 REDUCED 197,262 -3,287 -1.6% 11.57% $21.0M 2026-02-14 (Est.) $102.88
2025 Q3 REDUCED 200,549 -1,932 -1.0% 11.51% $21.0M 2025-11-07 $104.93
2025 Q2 ADDED 202,481 +2,978 +1.5% 11.41% $19.3M 2025-07-28 $98.50
2025 Q1 REDUCED 199,503 -2,276 -1.1% 8.57% $16.0M 2025-04-11 $77.85
2024 Q4 ADDED 201,779 +15,153 +8.1% 9.28% $17.7M 2025-02-07 $90.05
2024 Q3 REDUCED 186,626 -444 -0.2% 9.00% $15.5M 2024-10-29 $84.47
2024 Q2 ADDED 187,070 +3,811 +2.1% 9.25% $15.0M 2024-08-09 $75.44
2024 Q1 ADDED 183,259 +2,783 +1.5% 8.70% $13.4M 2024-04-18 $69.45
2023 Q4 INITIATED 180,476 β€” β€” 8.30% $11.7M 2024-01-22 $66.43

🏒 Other funds also holding SPYG

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 0.0%

FAQ About Tower Wealth Partners, Inc. and SPYG

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

How long has Tower Wealth Partners, Inc. reported owning SPYG?

Tower Wealth Partners, Inc. reported SPYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYG position in Tower Wealth Partners, Inc.'s portfolio?

The largest reported portfolio weight for SPYG was 11.57% in 2025 Q4.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q4, when Tower Wealth Partners, Inc. reported 197,262 shares, equal to 11.57% of portfolio, with an estimated market value of $21.0M.

What does the chart on this SPYG ownership page compare?

The chart compares Tower Wealth Partners, Inc.'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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