SEC 13F Intelligence

Aspen Investment Management Inc / SPYG

Aspen Investment Management Inc’s Spdr Series Trust Position

Does Aspen Investment Management Inc own Spdr Series Trust (SPYG)? Not currently — the last reported position was 26.3K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2024
Shares
26.3K
% of Portfolio
+1.07%
Quarters Held
7
position exited

Position History SPYG

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202426.3K$2M+1.07%
Q3 202438.3K$3M+1.48%
Q2 202437.2K$3M+1.49%
Q1 202436.9K$3M+1.37%
Q4 202349.6K$3M+1.80%
Q3 202344.3K$3M+1.59%
Q2 202329.3K$2M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aspen Investment Management Inc’s full portfolio or all institutional holders of SPYG.