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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SPYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on SPYG, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 189,525 SPYG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,525 shares
    Change vs previous 13F -4,265 shares

    0.44% of the 13F portfolio, value $22,551,611.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 143,962 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 45,563 shares

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

  2. period ended2026-03-31
    13F 193,790 shares
    Change vs previous 13F -8,233 shares

    0.43% of the 13F portfolio, value $18,974,013.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 144,979 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 48,811 shares

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

  3. period ended2025-12-31
    13F 202,023 shares
    Change vs previous 13F -8,762 shares

    0.49% of the 13F portfolio, value $21,555,897.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 148,137 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,886 shares

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

  4. period ended2025-09-30
    13F 210,785 shares
    Change vs previous 13F -11,761 shares

    0.54% of the 13F portfolio, value $22,029,153.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 157,829 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 52,956 shares

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

  5. period ended2025-06-30
    13F 222,546 shares
    Change vs previous 13F -1,972 shares

    0.56% of the 13F portfolio, value $21,213,070.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 168,757 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,789 shares

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

  6. period ended2025-03-31
    13F 224,518 shares
    Change vs previous 13F -259,187 shares

    0.54% of the 13F portfolio, value $18,044,488.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 177,169 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 47,349 shares

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

  7. period ended2024-12-31
    13F 483,705 shares
    Change vs previous 13F +153,790 shares

    1.32% of the 13F portfolio, value $42,517,672.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 440,434 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,271 shares

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

  8. period ended2024-09-30
    13F 329,915 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $27,363,135.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 329,915 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 319,327 shares (included in another member's report, not added)

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