SPYG — SPDR SER TR

Ownership history in Willis Johnson & Associates, Inc.  ·  18 quarters on record

AI Ownership Summary

Willis Johnson & Associates, Inc. reported SPDR SER TR (SPYG) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 17.67% in 2025 Q4. The latest visible filing shows SPYG at 17.67% 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 Willis Johnson & Associates, 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 17.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.67% 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.

SPYG stock page Willis Johnson & Associates, Inc. fund profile Willis Johnson & Associates, Inc. full holdings
How Willis Johnson & Associates, Inc. held SPYG — position size vs. price
% of Fund (quarterly)    SPYG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,687,977 +122,190 +4.8% 17.67% $286.8M 2026-02-14 (Est.) $102.88
2025 Q3 ADDED 2,565,787 +124,041 +5.1% 16.59% $268.2M 2025-11-06 $105.14
2025 Q2 ADDED 2,441,746 +103,225 +4.4% 15.81% $232.7M 2025-08-13 $99.72
2025 Q1 REDUCED 2,338,521 -54,464 -2.3% 14.23% $187.9M 2025-05-15 $88.96
2024 Q4 ADDED 2,392,985 +35,588 +1.5% 16.16% $210.3M 2025-02-14 $91.68
2024 Q3 ADDED 2,357,397 +52,013 +2.3% 14.85% $195.5M 2024-10-31 $81.63
2024 Q2 ADDED 2,305,384 +62,351 +2.8% 15.15% $184.7M 2024-08-01 $76.70
2024 Q1 REDUCED 2,243,033 -97,338 -4.2% 14.25% $164.1M 2024-04-19 $67.88
2023 Q4 ADDED 2,340,371 +69,800 +3.1% 13.88% $152.3M 2024-01-12 $64.70
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPYG

As of 2026 Q1 — sorted by position size

WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 8.31% Orgel Wealth Management, LLC 3Y 7Y 7.23% City Center Advisors, LLC 6.75% CoreCap Advisors, LLC 3Y 4.8% Investors Research Corp 3Y 7Y 3.89% Hobart Private Capital, LLC 3Y 2.91% CX Institutional 3Y 7Y 0.84% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.8% Claris Financial LLC 0.71% Crescent Sterling, Ltd. 3Y 0.59%

FAQ About Willis Johnson & Associates, 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 Willis Johnson & Associates, Inc. reported owning SPYG?

Willis Johnson & Associates, Inc. reported SPYG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPYG position in Willis Johnson & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SPYG was 17.67% in 2025 Q4.

What is the latest reported SPYG position on this page?

The most recent filing on this page is 2025 Q4, when Willis Johnson & Associates, Inc. reported 2,687,977 shares, equal to 17.67% of portfolio, with an estimated market value of $286.8M.

What does the chart on this SPYG ownership page compare?

The chart compares Willis Johnson & Associates, 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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