Capital Directions Investment Advisors, LLC: SPYG position timeline

Capital Directions Investment Advisors, LLC held 1,212,962 SPYG shares at 2022-12-31 per its 13F-HR filed 2023-02-01.

the latest 13F is the newest step

1. period ended2022-12-31

   13F 1,212,962 shares

   Change vs previous 13F +1,212,962 shares

   22.94% of the 13F portfolio, value $61,460,773.

   13F-HR 0001062993-23-001787 filed by Capital Directions Investment Advisors, LLC
   Filed 2023-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-09-30

   13F 0 shares

   Change vs previous 13F -1,246,645 shares

   23.21% of the 13F portfolio, value $60,519,000.

   13F-HR 0001062993-22-021408 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-06-30

   13F 1,246,645 shares

   Change vs previous 13F -7,554 shares

   21.64% of the 13F portfolio, value $65,175,000.

   13F-HR 0001062993-22-016709 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-03-31

   13F 1,254,199 shares

   Change vs previous 13F -9,679 shares

   25.21% of the 13F portfolio, value $83,041,000.

   13F-HR 0001062993-22-012482 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2021-12-31

   13F 1,263,878 shares

   Change vs previous 13F +800 shares

   26.48% of the 13F portfolio, value $91,593,000.

   13F-HR 0001062993-22-005002 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-02-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2021-09-30

   13F 1,263,078 shares

   Change vs previous 13F -24,222 shares

   24.71% of the 13F portfolio, value $80,862,000.

   13F-HR 0001062993-21-010369 filed by Capital Directions Investment Advisors, LLC
   Filed 2021-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2021-06-30

   13F 1,287,300 shares

   Change vs previous 13F +1,287,300 shares

   24.35% of the 13F portfolio, value $81,061,000.

   13F-HR 0001062993-21-007485 filed by Capital Directions Investment Advisors, LLC
   Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2021-03-31

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001062993-21-004659 filed by Capital Directions Investment Advisors, LLC
   Filed 2021-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.