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 $409.3M as of 2025-Q4. The position was increased (++4.4% shares). SPYG represents 4.0% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$409.3M
Current Shares
3.8M
Total Value Change
+$130.5M
Total Shares Change
+356,966
Other major holders of SPYG: Kestra Advisory Services, LLC, LPL Financial LLC, BNP PARIBAS FINANCIAL MARKETS
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 |