SPYG β€” SPDR SER TR

Ownership history in Whitcomb & Hess, Inc.  Β·  19 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported SPDR SER TR (SPYG) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.22% in 2024 Q4. The latest visible filing shows SPYG at 8.79% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitcomb & Hess, 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 8.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.22% in 2024 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 Whitcomb & Hess, 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 344,627 -24,559 -6.7% 8.79% $37.3M 2026-02-14 (Est.) $102.88
2025 Q3 REDUCED 369,186 -2,263 -0.6% 9.92% $38.6M 2025-10-09 $105.38
2025 Q2 REDUCED 371,449 -319 -0.1% 9.98% $35.4M 2025-07-03 $95.67
2025 Q1 REDUCED 371,768 -4,704 -1.2% 9.05% $29.9M 2025-04-08 $71.43
2024 Q4 REDUCED 376,472 -12,078 -3.1% 10.22% $33.1M 2025-01-22 $91.27
2024 Q3 REDUCED 388,550 -8,319 -2.1% 9.59% $32.2M 2024-10-02 $81.13
2024 Q2 ADDED 396,869 +5,657 +1.4% 9.91% $31.8M 2024-07-11 $81.47
2024 Q1 REDUCED 391,212 -6,183 -1.6% 9.20% $28.6M 2024-04-15 $70.47
2023 Q4 REDUCED 397,395 -2,369 -0.6% 8.88% $25.9M 2024-01-17 $64.34
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, 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 Whitcomb & Hess, Inc. reported owning SPYG?

Whitcomb & Hess, Inc. reported SPYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYG position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for SPYG was 10.22% in 2024 Q4.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q4, when Whitcomb & Hess, Inc. reported 344,627 shares, equal to 8.79% of portfolio, with an estimated market value of $37.3M.

What does the chart on this SPYG ownership page compare?

The chart compares Whitcomb & Hess, 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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