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Disclosery

SPYG SPDR SERIES TRUST

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SHS (fund)

1,124 managers (1,139 13F filers) reported a position in SPYG shares at 2024-12-31, 309,294,488 shares in all. 90 filers opened a position and 48 filers sold out during the quarter.

Managers
1,124
13F filers
1,139
New
90
Added
433
Reduced
375
Sold out
48
Shares held by filers
309,294,488

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Investors Research Corp166,375$14.6M3.21%+8,24713F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.164,300$14.4M0.08%-117,90013F-HRTimelineGroup
WRAPMANAGER INC162,335$14.3M3.65%+69513F-HRTimeline
Goldstone Financial Group, LLC159,511$14M2.2%+21,94513F-HRTimeline
CENTAURUS FINANCIAL, INC.158,651$13.9M0.85%+5,56313F-HRTimeline
McNaughton Wealth Management, LLC158,018$13.9M6.69%+5013F-HRTimeline
Atria Investments, Inc155,520$13.7M0.17%+32,10313F-HRTimeline
Summit Financial, LLC154,226$13.6M0.48%+15,34713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding154,174$13.6M+92,108Timeline
Vertex Planning Partners, LLC153,233$13.5M2.97%-76,54313F-HRTimeline
Lane & Associates LLC148,298$13.4M6.91%+35,28313F-HRTimeline
NewSquare Capital LLC151,103$13.3M1.06%-11,08813F-HRTimeline
PECAUT & CO.150,603$13.2M4.57%+5,94013F-HRTimeline
Avestar Capital, LLC150,172$13.2M1.2%-3,76913F-HRTimeline
Cornerstone Wealth Management, LLC148,866$13.1M0.88%+9,90913F-HRTimeline
Optimist Retirement Group LLC148,811$13.1M6.19%-2,30313F-HRTimeline
Wealthspire Advisors, LLC147,388$13M0.13%+8,85513F-HRTimeline
Magnus Financial Group LLC144,408$12.7M1.23%+1,69513F-HRTimeline
Arete Wealth Advisors, LLC141,575$12.5M0.9%+46,35713F-HRTimeline
Rooted Wealth Advisors, Inc.140,466$12.5M4.87%+10,30813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED139,520$12.4M1.15%-27,07413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …139,628$12.3M2.8%+6,32613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.139,514$12.3M1.33%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding138,417$12.2M+82,044Timeline
TPG Financial Advisors, LLC136,717$12M5.23%+8,12613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC134,747$11.8M5.51%-4,40313F-HRTimeline
GM Advisory Group, LLC134,607$11.8M0.65%+30,42513F-HRTimeline
Sage Financial Management Group, Inc.134,579$11.8M4.38%+1,85613F-HRTimeline
Hilltop Partners LLC134,007$11.8M4.01%-153,54313F-HRTimeline
Global Retirement Partners, LLC132,182$11.6M0.33%+45,50913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC131,870$11.6M0.47%-12,78013F-HRTimelineGroup
New England Capital Financial Advisors …130,685$11.5M5.61%-11,63413F-HRTimeline
B. Riley Wealth Advisors, Inc.130,302$11.5M0.38%+94,27613F-HRTimeline
ArborFi Advisors, LLC129,232$11.4M11.4%13F-HRTimeline
Probity Advisors, Inc.127,865$11.2M2.16%-1,73513F-HRTimeline
Tranquilli Financial Advisor LLC127,766$11.2M7.11%+10,40813F-HRTimeline
Sanchez Wealth Management Group126,000$11.1M3.03%+34,71913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.121,508$10.7M0.07%+11,79613F-HRTimeline
Quent Capital, LLC120,647$10.6M1.1%+5,43513F-HRTimeline
Boyd Wealth Management, LLC119,495$10.5M5.18%-97,35213F-HRTimeline
Sequent Asset Management, LLC119,053$10.5M5.15%+2,29813F-HRTimeline
Melone Private Wealth, LLC117,584$10.3M5.36%-10,85213F-HRTimeline
Independent Wealth Network Inc.117,546$10.3M4.19%+33613F-HRTimeline
Asset Allocation Strategies LLC113,443$10.3M2.48%+1,06813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT117,389$10.3M0.64%+16,07113F-HRTimeline
Elite Financial, Inc.115,955$10.2M5.52%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…115,149$10.1M0.57%+13,97513F-HRTimelineGroup
GenWealth Group, Inc.114,917$10.1M2.3%-2,94113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding114,271$10M+1,055Timeline
Freedom Investment Management, Inc.113,514$9.98M0.83%+1,46913F-HRTimeline
Promus Capital, LLC113,174$9.95M7.63%13F-HR/ATimeline
TAGStone Capital, Inc.112,707$9.91M4.88%+1,83313F-HRTimeline
Foguth Wealth Management, LLC.105,552$9.71M2.54%-10,82113F-HRTimeline
IFG Advisory, LLC109,859$9.66M0.55%+71,43613F-HRTimeline
Bridgewealth Advisory Group, LLC104,523$9.63M2.72%+15,89713F-HRTimeline
Cobblestone Asset Management LLC109,411$9.62M6.27%-13,20113F-HRTimeline
Ausdal Financial Partners, Inc.107,583$9.46M0.82%+17,96713F-HRTimeline
BCS Wealth Management107,444$9.44M2.35%+12,65113F-HRTimeline
Signal Advisors Wealth, LLC107,248$9.43M1.07%-9,39713F-HRTimeline
POWER WEALTH MANAGEMENT LLC106,514$9.36M3.91%+9,79913F-HRTimeline
Shilanski & Associates, Inc.105,652$9.29M2.98%+6,19113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…103,812$9.13M0.02%+15,76213F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC103,715$9.12M4.72%-82913F-HRTimeline
Northeast Financial Consultants Inc102,880$9.04M0.38%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.102,625$9.02M0.02%+7,35013F-HRTimelineGroup
Wellspring Financial Advisors, LLC256,699$9.02M0.94%+11,44513F-HRTimeline
Collaborative Wealth Managment Inc.101,871$8.95M4.06%+81313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …100,932$8.87M0.25%-2,39213F-HRTimelineGroup
Oxinas Partners, LLC100,277$8.81M5.17%-1,84813F-HRTimeline
Marathon Mission, Inc.100,194$8.81M5.99%+2,06013F-HRTimeline
Sequoia Financial Advisors, LLC100,042$8.79M0.08%+1,44913F-HR/ATimeline
SIMA Wealth Partners, LLC99,248$8.72M7.41%+23,69713F-HRTimeline
Obsidian Personal Planning Solutions LLC95,484$8.61M4.16%+4,25513F-HRTimeline
LifePlan Financial, LLC96,037$8.44M7.46%-5,11513F-HRTimeline
Stonebridge Financial Group, LLC95,936$8.43M0.93%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC95,584$8.4M0.61%+5,82113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…95,312$8.38M0.01%+46,58213F-HRTimelineGroup
GeoWealth Management, LLC94,767$8.33M0.27%-130,81113F-HRTimeline
Financial Management Professionals, Inc.94,538$8.31M1.05%+2,66013F-HRTimeline
Intergy Private Wealth, LLC93,855$8.25M3.08%+113F-HRTimeline
1834 INVESTMENT ADVISORS CO92,253$8.11M1.03%+1,17213F-HRTimeline
Relyea Zuckerberg Hanson LLC91,005$8M1.08%+1,60613F-HRTimeline
COMERICA BANK90,197$7.93M0.03%+20,22113F-HR/ATimeline
WALLER FINANCIAL PLANNING GROUP, INC90,006$7.91M1.99%+4,95513F-HRTimeline
1ST SOURCE BANK89,947$7.91M0.45%-2,80813F-HRTimeline
GREENWOOD GEARHART LLC89,892$7.9M0.54%new13F-HRTimeline
Priebe Wealth Holdings LLC89,810$7.89M5.35%+11613F-HRTimeline
Marion Wealth Management88,596$7.79M2.07%-25513F-HRTimeline
Breakwater Capital Group88,271$7.76M1.54%-1,79713F-HRTimeline
PRIVATE TRUST CO NA87,890$7.73M0.79%+2,91913F-HRTimeline
HARBOUR INVESTMENTS, INC.87,770$7.71M0.22%+73513F-HRTimeline
Founders Capital Management85,547$7.52M4.76%+82013F-HRTimeline
Oak Harvest Investment Services85,477$7.51M1.05%-46,94913F-HRTimeline
Compass Financial Group, Inc.85,086$7.48M3.58%-3,42313F-HRTimeline
Key Financial Inc83,241$7.32M1.66%-94613F-HRTimeline
Stonebrook Private Inc.82,759$7.27M1.9%-52,66513F-HRTimeline
Beacon Bridge Wealth Partners, LLC82,434$7.25M3.08%+5,90213F-HRTimeline
Fortitude Financial, LLC82,137$7.22M4.03%13F-HRTimeline
Measured Wealth Private Client Group, L…82,019$7.21M2.33%-34,56313F-HRTimeline
MEMBERS WEALTH LLC78,310$7.12M5.32%13F-HRTimeline
City Center Advisors, LLC80,266$7.06M7.92%-2,75913F-HRTimeline
Avior Wealth Management, LLC79,806$7.02M0.26%-11,16913F-HRTimeline
Financial Council, LLC79,179$6.96M3.59%+86513F-HRTimeline
Affinity Capital Advisors, LLC78,501$6.96M1.31%-20113F-HRTimeline
U.S. Capital Wealth Advisors, LLC78,894$6.93M0.21%-6,22113F-HRTimeline
TSFG, LLC78,506$6.9M1.42%-6,70613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC77,823$6.84M0.62%-1,20013F-HRTimelineGroup
WealthPLAN Partners, LLC77,538$6.82M0.97%-2,35413F-HRTimeline
Synergy Investment Management, LLC77,526$6.81M2.93%13F-HRTimeline
Occidental Asset Management, LLC77,319$6.8M1.06%-11,34113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV77,081$6.78M0.02%-16,32413F-HRTimeline
REGIMEN WEALTH, LLC77,019$6.77M2.21%-7,92513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding75,831$6.67M+7,706Timeline
Auour Investments LLC73,755$6.65M2.33%+70213F-HRTimeline
IAG Wealth Partners, LLC75,073$6.6M1.16%-1,48613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\74,858$6.58M0.01%+36,64813F-HRTimelineGroup
Cooper Financial Group74,674$6.56M0.79%-1,30413F-HRTimeline
Graypoint LLC74,375$6.54M0.4%-2,32913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…73,293$6.44M2.31%+9,25013F-HRTimeline
Transform Wealth, LLC72,414$6.37M0.35%+57713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,333$6.36M0.02%-1,68613F-HRTimeline
DecisionMap Wealth Management, LLC72,332$6.36M5.04%13F-HRTimeline
Wealth Watch Advisors, INC72,204$6.35M3.95%13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.70,841$6.23M2.8%-21413F-HRTimeline
Braun-Bostich & Associates Inc.70,128$6.16M4.44%-3,07413F-HRTimeline
Systematic Alpha Investments, LLC70,000$6.15M0.23%013F-HRTimeline
One Day In July LLC69,916$6.15M0.64%-4,25313F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC69,870$6.14M6.64%-1,80213F-HRTimeline
Sabal Trust CO69,860$6.14M0.35%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC69,463$6.1M0.01%-8,15613F-HRTimelineGroup
MONECO ADVISORS, LLC68,903$6.06M0.64%+35,11913F-HR/ATimeline
MOTIVE WEALTH ADVISORS68,755$6.04M3.25%-15,49413F-HRTimeline
Advisory Services Network, LLC67,493$5.93M0.11%-63,15213F-HRTimeline
Bristlecone Advisors, LLC65,443$5.75M0.45%+2,32313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,346$5.74M0.05%-5,82713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC65,220$5.73M0.19%+3,98613F-HRTimeline
Meridian Wealth Management, LLC65,127$5.72M0.27%-6,15613F-HRTimeline
PAX Financial Group, LLC64,671$5.68M1.02%-75313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp64,400$5.66M0.36%+7,00113F-HRTimelineGroup
PSI Advisors, LLC63,778$5.61M1.66%+49313F-HRTimeline
United Advisor Group, LLC62,779$5.52M1.09%+22,11013F-HRTimeline
GoalVest Advisory LLC62,311$5.48M1.5%-3,05713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management61,923$5.44M0.17%+3,87513F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.61,770$5.43M1.09%-88813F-HRTimeline
Sharkey, Howes & Javer61,721$5.43M0.76%+13,09113F-HRTimeline
LexAurum Advisors, LLC60,973$5.36M1.06%+46813F-HRTimeline
New Century Financial Group, LLC59,690$5.33M2.27%+26,44213F-HRTimeline
HILL ISLAND FINANCIAL LLC59,649$5.24M1.53%-3,81813F-HRTimeline
Asset Management Group, Inc.58,411$5.13M0.91%-10913F-HRTimeline
Soltis Investment Advisors LLC57,657$5.07M0.47%-21,56113F-HRTimeline
Beacon Pointe Advisors, LLC57,499$5.05M0.06%-35,16313F-HRTimeline
Moloney Securities Asset Management, LLC57,224$5.03M0.67%-2,65713F-HRTimeline
Petix & Botte Co56,892$5M1.32%new13F-HRTimeline
Guardian Wealth Advisors, LLC56,804$4.99M3.2%+34,64913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC56,249$4.94M<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC55,395$4.87M0.03%+23,32813F-HRTimelineGroup
Echo Wealth Management, LLC54,703$4.81M3.32%-1,56913F-HRTimeline
Pinnacle Family Advisors, LLC54,330$4.78M2.31%+24,15213F-HRTimeline
Dynamic Wealth Strategies, LLC54,202$4.76M4.24%-15213F-HRTimeline
Rollins Financial Advisors, LLC53,860$4.73M0.74%-34813F-HRTimeline
ABLE Financial Group, LLC53,775$4.73M1.4%+4,33513F-HRTimeline
Wealth Advisors of Iowa, LLC53,468$4.7M2.37%+16,91413F-HRTimeline
USAdvisors Wealth Management, LLC53,382$4.69M1.52%-5,88213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich48,339$4.69M0.01%+47,61713F-HRTimeline
Darwin Wealth Management, LLC53,289$4.68M1.57%-7,24813F-HR/ATimeline
COLTON GROOME FINANCIAL ADVISORS, LLC53,211$4.68M1.79%-6,70013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…51,885$4.56M1.94%13F-HRTimeline
MidAtlantic Capital Management, Inc.51,613$4.54M3.32%-3013F-HRTimeline
Golden State Wealth Management, LLC51,409$4.52M0.68%13F-HRTimeline
Wambolt & Associates, LLC50,511$4.44M1.42%-4,07813F-HRTimeline
J.W. COLE ADVISORS, INC.50,451$4.43M0.18%+7,92613F-HRTimeline
Bawa N Mallick Trust50,000$4.39M1.93%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC49,475$4.35M0.5%-1,26813F-HRTimelineGroup
Dogwood Wealth Management LLC49,432$4.35M2.3%new13F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC49,400$4.34M2.74%13F-HRTimeline
GPS Wealth Strategies Group, LLC48,819$4.29M0.55%+1,32413F-HRTimeline
World Investment Advisors48,390$4.25M0.12%+29,81013F-HRTimeline
JDM Financial Group LLC48,195$4.24M2.2%+1,53413F-HRTimeline
IFP Advisors, Inc47,900$4.21M0.14%-18,37213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC47,871$4.21M3.99%13F-HRTimeline
MGO ONE SEVEN LLC47,841$4.21M0.16%-3,61213F-HRTimeline
WealthPlan Investment Management, LLC47,744$4.2M0.41%+38813F-HRTimeline
BURNEY CO/47,440$4.17M0.15%-90913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC47,297$4.16M0.1%+42,09413F-HRTimeline
Venture Visionary Partners LLC47,252$4.15M0.18%+1,86313F-HR/ATimeline
Steward Partners Investment Advisory, L…47,216$4.15M0.04%-96913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC46,636$4.1M0.83%-2,12813F-HRTimeline
Sightline Wealth Advisors, LLC46,551$4.09M2.21%+2,75813F-HRTimeline
WealthTrak Capital Management LLC46,446$4.08M3.45%13F-HRTimeline
Smartleaf Asset Management LLC45,774$4.06M0.41%-4,09813F-HRTimeline
Advisors Capital Management, LLC45,879$4.03M0.06%+14,95913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC45,205$3.97M1.78%+10,23813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC45,000$3.96M0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.44,915$3.95M0.35%-14613F-HRTimeline
Modera Wealth Management, LLC44,709$3.93M0.05%-1,25013F-HRTimeline
Luken Investment Analytics, LLC44,590$3.92M1.82%-63413F-HRTimeline
QUADRANT CAPITAL GROUP LLC44,539$3.91M0.27%-11413F-HRTimeline
Uptown Financial Advisors LLC43,838$3.85M4.16%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP43,782$3.85M<0.01%+32713F-HRTimelineGroup
Salomon & Ludwin, LLC43,631$3.84M0.41%-87313F-HRTimeline