SPYG SPDR SER TR S&P 500 GROWTH ETF

Ownership history in WIN ADVISORS, INC  ·  11 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in SPDR SER TR S&P 500 GROWTH ETF (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
7.0% (2025 Q4)
Avg. % of fund
2.12%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 154,627 +108,689 +236.6% 7.00% $16.5M $106.70
2025 Q3 ADDED 45,938 +24,186 +111.2% 2.34% $4.8M $104.35
2024 Q4 REDUCED 21,752 -57,249 -72.5% 0.93% $1.9M $87.40
2024 Q2 REDUCED 79,001 -5,672 -6.7% 2.83% $6.3M $79.39
2024 Q1 ADDED 84,673 +64,031 +310.2% 2.73% $6.2M $72.36
2023 Q1 ADDED 20,642 +15,754 +322.3% 1.49% $3.8M $54.18
2022 Q4 REDUCED 4,888 -2,514 -34.0% 0.09% $248K $49.43
2022 Q3 REDUCED 7,402 -2,040 -21.6% 0.14% $371K $48.74
2022 Q2 REDUCED 9,442 -190,569 -95.3% 0.97% $497K $50.73
2022 Q1 ADDED 200,011 +120,633 +152.0% 3.48% $13.2M $64.08
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% of Fund (quarterly)    SPYG price (monthly, adj. close)
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