SEC 13F Intelligence

Lionsbridge Wealth Management LLC / SPYG

Lionsbridge Wealth Management LLC’s Spdr Series Trust Position

Does Lionsbridge Wealth Management LLC own Spdr Series Trust (SPYG)? Not currently — the last reported position was 35.4K shares worth $3M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2024
Shares
35.4K
% of Portfolio
+2.00%
Quarters Held
1
position exited

Position History SPYG

Reported value by quarter
Q1 ’24: $3MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202435.4K$3M+2.00%

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