SPYG SPDR SERIES TRUST

Ownership history in TRUEFG, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TRUEFG, LLC reported a position in SPDR SERIES TRUST (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
13.74% (2024 Q2)
Avg. % of fund
12.74%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 442,944 -5,739 -1.3% 12.68% $47.3M $106.70
2025 Q3 REDUCED 448,683 -23,297 -4.9% 12.96% $46.9M $104.35
2025 Q2 ADDED 471,980 +4,522 +1.0% 13.37% $45.0M $95.05
2025 Q1 ADDED 467,458 +3,639 +0.8% 12.36% $37.6M $80.02
2024 Q4 REDUCED 463,819 -4,539 -1.0% 13.31% $40.8M $87.40
2024 Q3 REDUCED 468,358 -6,214 -1.3% 12.69% $38.8M $82.31
2024 Q2 REDUCED 474,572 -12,156 -2.5% 13.74% $38.0M $79.39
2024 Q1 REDUCED 486,728 -5,488 -1.1% 13.05% $35.6M $72.36
2023 Q4 ADDED 492,216 +910 +0.2% 12.67% $32.0M $64.27
2023 Q3 ADDED 491,306 +274 +0.1% 12.60% $29.1M $58.37
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYG price (monthly, adj. close)
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