SEC 13F Intelligence

Jdm Financial Group LLC / SPYG

Jdm Financial Group LLC’s Spdr Series Trust Position

Does Jdm Financial Group LLC own Spdr Series Trust (SPYG)? Yes46.2K shares worth $5M (+1.74% of its 13F portfolio) as of Q1 2026, up from 45.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
46.2K
% of Portfolio
+1.74%
Quarters Held
14
currently held

Position History SPYG

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202646.2K$5M+1.74%
Q4 202545.2K$5M+1.87%
Q3 202545.7K$5M+2.00%
Q2 202548.5K$5M+2.18%
Q1 202547.7K$4M+1.95%
Q4 202448.2K$4M+2.20%
Q3 202446.7K$4M+2.10%
Q2 202481.2K$7M+4.40%
Q1 202479.1K$6M+4.22%
Q4 202368.4K$4M+3.69%
Q3 202368.3K$4M+3.73%
Q2 202368.4K$4M+3.62%
Q1 202368.2K$4M+3.48%
Q4 202271.9K$4M+3.49%

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