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Disclosery

SPYG SPDR SERIES TRUST

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SHS (fund)

1,092 managers (1,107 13F filers) reported a position in SPYG shares at 2025-03-31, 288,750,363 shares in all. 67 filers opened a position and 89 filers sold out during the quarter.

Managers
1,092
13F filers
1,107
New
67
Added
454
Reduced
420
Sold out
89
Shares held by filers
288,750,363

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Prepared Retirement Institute LLC159,729$12.8M8.19%-65,29013F-HRTimeline
Lane & Associates LLC158,500$12.7M6.87%+10,20213F-HRTimeline
Vertex Planning Partners, LLC156,770$12.6M2.75%+3,53713F-HRTimeline
CBM Financial, LLC140,074$12.5M10.19%13F-HRTimeline
Atria Investments, Inc155,036$12.5M0.16%-48413F-HRTimeline
GM Advisory Group, LLC154,671$12.4M0.67%+20,06413F-HRTimeline
PECAUT & CO.153,984$12.4M4.21%+3,38113F-HRTimeline
Cornerstone Wealth Management, LLC153,290$12.3M0.83%+4,42413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …152,547$12.3M2.67%13F-HRTimelineGroup
Arete Wealth Advisors, LLC152,317$12.2M0.94%+10,74213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding151,404$12.2M-2,770Timeline
NewSquare Capital LLC151,245$12.2M0.99%+14213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC148,195$11.9M0.44%+16,32513F-HRTimelineGroup
Magnus Financial Group LLC148,053$11.9M1.15%+3,64513F-HRTimeline
Optimist Retirement Group LLC145,595$11.7M5.86%-3,21613F-HRTimeline
Advisor Resource Council143,255$11.4M0.92%+132,19613F-HRTimeline
Wealthspire Advisors, LLC141,797$11.4M0.07%-5,59113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC138,004$11.1M0.8%+42,42013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED138,022$11.1M1.04%-1,49813F-HR/ATimeline
Sage Financial Management Group, Inc.135,562$10.9M3.95%+98313F-HRTimeline
Sterling Manor Financial, LLC133,567$10.7M7.67%-46,51513F-HRTimeline
Rooted Wealth Advisors, Inc.143,111$10.4M4.47%+2,64513F-HRTimeline
Sanchez Wealth Management Group127,895$10.3M2.79%+1,89513F-HRTimeline
Centennial Wealth Advisory LLC127,383$10.2M3.72%-122,85513F-HRTimeline
Probity Advisors, Inc.126,186$10.1M1.95%-1,67913F-HRTimeline
Cobblestone Asset Management LLC126,047$10.1M5.92%+16,63613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding124,238$9.99M+9,967Timeline
AVANTAX ADVISORY SERVICES, INC.123,278$9.91M0.06%+1,77013F-HRTimeline
Sequent Asset Management, LLC123,235$9.9M5.52%+4,18213F-HRTimeline
Tranquilli Financial Advisor LLC121,916$9.8M6.2%-5,85013F-HRTimeline
Marathon Mission, Inc.121,903$9.8M6.85%+21,70913F-HRTimeline
Avestar Capital, LLC121,017$9.73M0.93%-29,15513F-HRTimeline
Melone Private Wealth, LLC120,445$9.68M5.07%+2,86113F-HRTimeline
Quent Capital, LLC119,790$9.63M1.01%-85713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…118,918$9.56M0.02%+15,10613F-HRTimelineGroup
New England Capital Financial Advisors …118,896$9.56M4.86%-11,78913F-HRTimeline
POWER WEALTH MANAGEMENT LLC118,054$9.49M3.84%+11,54013F-HRTimeline
BIP Wealth, LLC117,705$9.46M0.62%+74,53313F-HRTimeline
Independent Wealth Network Inc.117,575$9.45M3.77%+2913F-HRTimeline
1834 INVESTMENT ADVISORS CO116,325$9.35M1.21%+24,07213F-HRTimeline
Elite Financial, Inc.115,882$9.31M4.92%-7313F-HRTimeline
TAGStone Capital, Inc.114,731$9.22M4.54%+2,02413F-HRTimeline
GenWealth Group, Inc.114,570$9.21M2.03%-34713F-HRTimeline
ArborFi Advisors, LLC114,443$9.2M9.14%-14,78913F-HRTimeline
Promus Capital, LLC113,886$9.15M6.94%+71213F-HR/ATimeline
Symphony Financial, Ltd. Co.115,099$9.1M5.39%-216,88213F-HRTimeline
Freedom Investment Management, Inc.110,508$8.88M0.75%-3,00613F-HRTimeline
Carnegie Investment Counsel121,832$8.87M0.21%-72,65213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC110,177$8.85M0.02%-65,09913F-HRTimelineGroup
Shilanski & Associates, Inc.108,353$8.71M2.72%+2,70113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT108,282$8.7M0.58%-9,10713F-HRTimeline
U.S. Capital Wealth Advisors, LLC108,025$8.68M0.27%+29,13113F-HRTimeline
SIMA Wealth Partners, LLC106,441$8.55M7.1%+7,19313F-HRTimeline
BCS Wealth Management106,074$8.53M2.19%-1,37013F-HRTimeline
Sequoia Financial Advisors, LLC104,755$8.42M0.07%+4,71313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…102,620$8.25M0.45%-12,52913F-HRTimelineGroup
Breakwater Capital Group102,411$8.23M1.47%+14,14013F-HRTimeline
Collaborative Wealth Managment Inc.101,128$8.13M3.8%-74313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,074$8.12M0.02%-1,55113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …100,288$8.06M0.22%-64413F-HRTimelineGroup
Stonebridge Financial Group, LLC99,613$8.01M0.85%+3,67713F-HRTimeline
Oxinas Partners, LLC99,532$8M4.72%-74513F-HRTimeline
Financial Management Professionals, Inc.99,404$7.99M1.02%+4,86613F-HRTimeline
Obsidian Personal Planning Solutions LLC97,323$7.98M3.56%+1,83913F-HRTimeline
Northeast Financial Consultants Inc97,401$7.83M0.35%-5,47913F-HRTimeline
Asset Allocation Strategies LLC97,221$7.81M1.94%-16,22213F-HRTimeline
Synergy Investment Management, LLC96,595$7.76M3.24%+19,06913F-HRTimeline
Affinity Capital Advisors, LLC98,060$7.68M1.52%+19,55913F-HRTimeline
LifePlan Financial, LLC94,999$7.64M6.66%-1,03813F-HRTimeline
IFG Advisory, LLC93,412$7.51M0.42%-16,44713F-HRTimeline
Beacon Pointe Advisors, LLC93,046$7.48M0.08%+35,54713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC92,828$7.46M4.01%-10,88713F-HRTimeline
Intergy Private Wealth, LLC92,226$7.41M2.82%-1,62913F-HRTimeline
TSFG, LLC91,790$7.38M1.51%+13,28413F-HRTimeline
Relyea Zuckerberg Hanson LLC91,007$7.31M0.99%+213F-HRTimeline
1ST SOURCE BANK90,733$7.29M0.43%+78613F-HRTimeline
Guardian Wealth Advisors, LLC88,473$7.11M4.56%+31,66913F-HRTimeline
Priebe Wealth Holdings LLC88,343$7.1M4.43%-1,46713F-HRTimeline
HARBOUR INVESTMENTS, INC.86,982$6.99M0.2%-78813F-HRTimeline
Compass Financial Group, Inc.85,524$6.87M3.53%+43813F-HRTimeline
Stonebrook Private Inc.85,381$6.86M1.78%+2,62213F-HRTimeline
Founders Capital Management85,241$6.85M4.43%-30613F-HRTimeline
WealthPLAN Partners, LLC85,178$6.85M0.97%+7,64013F-HRTimeline
PRIVATE TRUST CO NA84,994$6.83M0.7%-2,89613F-HRTimeline
Beacon Bridge Wealth Partners, LLC84,781$6.81M2.91%+2,34713F-HRTimeline
Oak Harvest Investment Services83,817$6.74M0.94%-1,66013F-HRTimeline
Wellspring Financial Advisors, LLC83,633$6.72M0.75%-173,06613F-HRTimeline
Key Financial Inc82,610$6.64M1.44%-63113F-HRTimeline
Fortitude Financial, LLC82,544$6.63M6.32%+40713F-HRTimeline
MEMBERS WEALTH LLC82,390$6.62M4.99%+4,08013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC81,866$6.58M1.85%-8,14013F-HRTimeline
GREENWOOD GEARHART LLC81,301$6.53M0.45%-8,59113F-HRTimeline
Salomon & Ludwin, LLC51,240$6.47M0.69%+7,60913F-HRTimeline
DecisionMap Wealth Management, LLC80,095$6.44M4.9%+7,76313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC79,715$6.41M0.61%+1,89213F-HRTimelineGroup
Financial Council, LLC79,613$6.4M3.45%+43413F-HRTimeline
Marion Wealth Management79,414$6.38M1.7%-9,18213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV78,599$6.32M0.01%+1,51813F-HRTimeline
Idaho Trust Co78,255$6.29M2.56%new13F-HRTimeline
Petix & Botte Co77,952$6.27M1.65%+21,06013F-HRTimeline
Occidental Asset Management, LLC77,852$6.26M0.94%+53313F-HRTimeline
REGIMEN WEALTH, LLC77,834$6.26M2.01%+81513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC77,534$6.23M0.21%+12,31413F-HRTimeline
Avior Wealth Management, LLC77,072$6.19M0.24%-2,73413F-HRTimeline
Advisors Capital Management, LLC76,910$6.18M0.1%+31,03113F-HRTimeline
Auour Investments LLC75,297$6.17M2.24%+1,54213F-HRTimeline
Graypoint LLC76,467$6.15M0.38%+2,09213F-HRTimeline
IAG Wealth Partners, LLC75,824$6.09M0.95%+75113F-HRTimeline
Measured Wealth Private Client Group, L…75,747$6.09M1.95%-6,27213F-HRTimeline
City Center Advisors, LLC74,445$5.98M6.99%-5,82113F-HRTimeline
Mutual Advisors, LLC72,717$5.93M0.17%+55,87613F-HRTimeline
MONECO ADVISORS, LLC73,708$5.92M0.61%+4,80513F-HR/ATimeline
Venture Visionary Partners LLC73,394$5.9M0.25%+26,14213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding72,923$5.86M-2,908Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC72,650$5.84M2.68%-62,09713F-HRTimeline
Advisory Services Network, LLC72,512$5.83M0.11%+5,01913F-HRTimeline
Bristlecone Advisors, LLC72,462$5.82M0.48%+7,01913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,113$5.8M0.01%-22013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC72,705$5.79M2.28%+27,50013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.71,732$5.77M1.12%+9,96213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp70,992$5.71M0.37%+6,59213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,373$5.66M0.01%-24,93913F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.70,090$5.63M2.57%-75113F-HRTimeline
Transform Wealth, LLC70,089$5.63M0.34%-2,32513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC70,053$5.63M0.01%+59013F-HRTimelineGroup
Systematic Alpha Investments, LLC70,000$5.63M0.21%013F-HRTimeline
One Day In July LLC69,918$5.62M0.56%+213F-HRTimeline
United Advisor Group, LLC69,912$5.62M1.15%+7,13313F-HRTimeline
Sabal Trust CO69,860$5.61M0.31%013F-HRTimeline
Orion Porfolio Solutions, LLC69,139$5.56M0.05%-1,379,56613F-HRTimeline
Orion Portfolio Solutions, LLC69,139$5.56M0.05%-1,379,56613F-HR/ATimeline
Braun-Bostich & Associates Inc.68,294$5.49M4.06%-1,83413F-HRTimeline
Golden State Wealth Management, LLC67,568$5.43M0.81%+16,15913F-HR/ATimeline
Foguth Wealth Management, LLC.66,437$5.34M1.3%-39,11513F-HRTimeline
MOTIVE WEALTH ADVISORS66,064$5.31M2.84%-2,69113F-HRTimeline
Meridian Wealth Management, LLC65,634$5.27M0.26%+50713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC64,153$5.16M0.03%+8,75813F-HRTimelineGroup
Signal Advisors Wealth, LLC64,050$5.15M0.5%-43,19813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…63,896$5.14M0.04%-1,45013F-HRTimelineGroup
Cooper Financial Group63,373$5.09M0.67%-11,30113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\62,085$4.99M0.01%-12,77313F-HRTimelineGroup
LexAurum Advisors, LLC60,722$4.88M0.94%-25113F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC60,611$4.87M5.95%-9,25913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC60,022$4.82M<0.01%+28,59813F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…59,241$4.76M1.82%-14,05213F-HRTimeline
GoalVest Advisory LLC59,119$4.75M1.31%-3,19213F-HRTimeline
PSI Advisors, LLC58,966$4.74M1.54%-4,81213F-HRTimeline
Echo Wealth Management, LLC58,724$4.72M3.19%+4,02113F-HRTimeline
Darwin Wealth Management, LLC53,289$4.68M1.57%013F-HRTimeline
Moloney Securities Asset Management, LLC58,111$4.67M0.63%+88713F-HRTimeline
Sharkey, Howes & Javer57,968$4.66M0.67%-3,75313F-HRTimeline
Asset Management Group, Inc.57,854$4.65M0.86%-55713F-HRTimeline
HILL ISLAND FINANCIAL LLC57,665$4.63M1.36%-1,98413F-HRTimeline
Farther Finance Advisors, LLC56,491$4.57M0.12%+49,22313F-HRTimeline
COMERICA BANK56,634$4.55M0.02%-33,56313F-HRTimeline
Smartleaf Asset Management LLC56,455$4.52M0.44%+10,68113F-HRTimeline
World Investment Advisors56,035$4.5M0.12%+7,64513F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC54,422$4.37M2.77%+5,02213F-HRTimeline
Dynamic Wealth Strategies, LLC54,164$4.35M3.62%-3813F-HRTimeline
Canandaigua National Trust Co of Florida53,374$4.29M3.78%+11,25813F-HRTimeline
WealthTrak Capital Management LLC53,164$4.27M3.68%+6,71813F-HRTimeline
Rollins Financial Advisors, LLC52,049$4.18M0.73%-1,81113F-HR/ATimeline
MidAtlantic Capital Management, Inc.51,613$4.15M3.26%013F-HRTimeline
Patriot Financial Group Insurance Agenc…51,577$4.15M0.56%+11,89813F-HRTimeline
PAX Financial Group, LLC51,520$4.14M0.73%-13,15113F-HRTimeline
SigFig Wealth Management, LLC51,467$4.12M0.15%-162,82813F-HRTimeline
Dogwood Wealth Management LLC51,223$4.12M2.16%+1,79113F-HRTimeline
Financial Enhancement Group LLC53,330$4.08M0.64%new13F-HRTimeline
USAdvisors Wealth Management, LLC50,416$4.05M1.41%-2,96613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC50,033$4.02M<0.01%-6,21613F-HRTimelineGroup
Bawa N Mallick Trust50,000$4.02M1.9%013F-HRTimeline
Wambolt & Associates, LLC49,202$3.98M1.35%-1,30913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…48,816$3.92M1.66%-3,06913F-HRTimeline
GPS Wealth Strategies Group, LLC48,632$3.91M0.53%-18713F-HRTimeline
WealthPlan Investment Management, LLC48,555$3.9M0.38%+81113F-HRTimeline
DAGCO, INC.48,416$3.89M1.26%+27,83613F-HRTimeline
Koshinski Asset Management, Inc.48,360$3.89M0.33%+3,44513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC47,905$3.85M3.69%+3413F-HRTimeline
JDM Financial Group LLC47,734$3.84M1.95%-46113F-HRTimeline
Faithward Advisors, LLC47,169$3.79M0.66%+5,26113F-HRTimeline
Steward Partners Investment Advisory, L…46,872$3.77M0.03%-34413F-HRTimeline
BURNEY CO/46,729$3.76M0.14%-71113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,415$3.73M<0.01%+45,98913F-HRTimelineGroup
N.E.W. Advisory Services LLC46,307$3.72M0.28%+11,43513F-HRTimeline
YHB Investment Advisors, Inc.45,670$3.67M0.31%+3,05713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO44,589$3.59M0.86%+1,45413F-HRTimeline
QUADRANT CAPITAL GROUP LLC44,539$3.58M0.13%013F-HRTimeline
McNaughton Wealth Management, LLC44,391$3.57M1.73%-113,62713F-HRTimeline
Uptown Financial Advisors LLC44,368$3.57M3.68%+53013F-HRTimeline
Cannon Wealth Management Services, LLC42,436$3.55M3.17%+3,48413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP44,127$3.55M<0.01%+34513F-HRTimelineGroup
Modera Wealth Management, LLC44,095$3.54M0.05%-61413F-HRTimeline
Luken Investment Analytics, LLC44,048$3.54M1.66%-54213F-HRTimeline
IFP Advisors, Inc43,157$3.47M0.11%-4,74313F-HRTimeline
RDA Financial Network42,887$3.45M1.03%-43613F-HRTimeline
Foundations Investment Advisors, LLC42,730$3.43M0.06%+11,92713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers42,496$3.42M0.01%+32,20213F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC41,346$3.39M1.32%-11,86513F-HRTimeline
CRUX WEALTH ADVISORS41,704$3.35M1.74%new13F-HRTimeline
Boulder Wealth Advisors, LLC41,549$3.34M1.94%+1,22113F-HRTimeline