Position history for Dynasty Wealth Management, LLC's holdings in SPDR SERIES TRUST
Dynasty Wealth Management, LLC holds 3.8M shares of SPYG (SPDR SERIES TRUST), worth $373.7M as of 2026-Q1. The position was decreased (-0.5% shares). SPYG represents 3.3% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$373.7M
Current Shares
3.8M
Total Value Change
+$94.9M
Total Shares Change
+337,686
Other major holders of SPYG: Kestra Advisory Services, LLC, LPL Financial LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 3.8M |
-0.5% |
| $373.7M |
| 3.3% |
| $102.72 |
0 |
| 2025-Q4 | Increased | 3.8M | +4.4% | $409.3M | 4.0% | $107.48 | 60 |
| 2025-Q3 | Increased | 3.7M | +18.7% | $383.9M | 5.1% | $103.90 | 71 |
| 2025-Q2 | Decreased | 3.1M | -17.6% | $295.1M | 5.0% | $94.52 | 0 |
| 2025-Q1 | Increased | 3.8M | +6.0% | $301.9M | 5.0% | $79.77 | 64 |
| 2024-Q4 | New | 3.5M | - | $311.4M | 5.4% | $88.16 | 95 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $81.86 | 0 |
| 2024-Q2 | Decreased | 3.5M | -3.1% | $278.8M | 8.2% | $79.39 | 0 |