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Disclosery

SPYG SPDR SERIES TRUST

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SHS (fund)

1,156 managers (1,171 13F filers) reported a position in SPYG shares at 2025-06-30, 300,888,859 shares in all. 114 filers opened a position and 40 filers sold out during the quarter.

Managers
1,156
13F filers
1,171
New
114
Added
498
Reduced
392
Sold out
40
Shares held by filers
300,888,859

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
M&T Bank Corpin group M&T Bank Corp161,099$15.4M0.05%+53113F-HRTimelineGroup
Goldstone Financial Group, LLC159,160$15.3M2.02%-97413F-HRTimeline
Cornerstone Wealth Management, LLC159,329$15.2M0.92%+6,03913F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …157,950$15.1M2.96%13F-HRTimelineGroup
WRAPMANAGER INC157,522$15M3.66%-5,56213F-HRTimeline
Vertex Planning Partners, LLC157,049$15M3.13%+27913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC156,994$15M0.01%+110,57913F-HRTimelineGroup
Arete Wealth Advisors, LLC155,152$14.8M1.05%+2,83513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding153,893$14.7M+2,489Timeline
Centennial Wealth Advisory LLC153,677$14.6M4.64%+26,29413F-HRTimeline
Rooted Wealth Advisors, Inc.152,287$14.6M5.05%+9,17613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC152,537$14.5M0.48%+4,34213F-HRTimelineGroup
Magnus Financial Group LLC152,311$14.5M1.28%+4,25813F-HRTimeline
PECAUT & CO.152,191$14.5M4.82%-1,79313F-HRTimeline
BIP Wealth, LLC151,763$14.5M0.89%+34,05813F-HRTimeline
Avestar Capital, LLC151,573$14.4M1.06%+30,55613F-HRTimeline
NewSquare Capital LLC151,004$14.4M1.07%-24113F-HRTimeline
Wealthspire Advisors, LLC149,058$14.2M0.08%+7,26113F-HRTimeline
Trilogy Capital Inc.147,760$14.1M0.69%-320,68213F-HRTimeline
One Capital Management, LLC146,038$13.9M0.48%-21,78513F-HRTimeline
IFG Advisory, LLC145,979$13.9M0.7%+52,56713F-HRTimeline
Optimist Retirement Group LLC144,380$13.8M6.6%-1,21513F-HRTimeline
INTEGRITY ALLIANCE, LLC.142,226$13.6M0.74%-78,41513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC139,279$13.3M0.03%+29,10213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC135,095$12.9M0.35%+57,56113F-HRTimeline
Freedom Investment Management, Inc.132,899$12.7M1.01%+22,39113F-HRTimeline
Sanchez Wealth Management Group132,820$12.7M3.05%+4,92513F-HRTimeline
Hilltop Partners LLC132,770$12.7M3.83%-162,04213F-HRTimeline
Advisors Capital Management, LLC130,245$12.4M0.17%+53,33513F-HRTimeline
Probity Advisors, Inc.130,127$12.4M2.18%+3,94113F-HRTimeline
Prepared Retirement Institute LLC129,319$12.3M7.26%-30,41013F-HRTimeline
Boyd Wealth Management, LLC129,102$12.3M5.33%-115,36413F-HRTimeline
Sterling Manor Financial, LLC128,986$12.3M8.2%-4,58113F-HRTimeline
Carnegie Investment Counsel127,207$12.1M0.24%+5,37513F-HRTimeline
Asset Allocation Strategies LLC126,183$12M2.66%+28,96213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.125,512$12M0.07%+2,23413F-HRTimeline
Signal Advisors Wealth, LLC124,160$11.8M0.92%+60,11013F-HRTimeline
Sage Financial Management Group, Inc.124,068$11.8M4.09%-11,49413F-HRTimeline
Melone Private Wealth, LLC124,173$11.8M6.02%+3,72813F-HRTimeline
TAGStone Capital, Inc.118,188$11.7M4.84%+3,45713F-HRTimeline
1834 INVESTMENT ADVISORS CO123,141$11.7M1.49%+6,81613F-HRTimeline
POWER WEALTH MANAGEMENT LLC120,766$11.5M4.43%+2,71213F-HRTimeline
Independent Wealth Network Inc.120,044$11.4M4.16%+2,46913F-HRTimeline
Sequent Asset Management, LLC119,634$11.4M9.11%-3,60113F-HRTimeline
ArborFi Advisors, LLC118,372$11.3M9.93%+3,92913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…117,370$11.2M0.02%-412,93513F-HR/ATimelineGroup
New England Capital Financial Advisors …117,292$11.2M5.12%-1,60413F-HRTimeline
GenWealth Group, Inc.117,151$11.2M2.25%+2,58113F-HRTimeline
Global Retirement Partners, LLC116,693$11.1M0.28%13F-HRTimeline
Elite Financial, Inc.112,762$11.1M5.47%-3,12013F-HRTimeline
IAG Wealth Partners, LLC116,603$11.1M1.47%+40,77913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED116,354$11.1M0.92%-21,66813F-HRTimeline
HARBOUR INVESTMENTS, INC.115,737$11M0.28%+28,75513F-HRTimeline
Tranquilli Financial Advisor LLC115,694$11M6.83%-6,22213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding112,965$10.8M-11,273Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…112,156$10.7M0.48%+9,53613F-HRTimelineGroup
Collaborative Wealth Managment Inc.112,016$10.7M4.66%+10,88813F-HRTimeline
Bridgewealth Advisory Group, LLC111,746$10.7M2.7%+92,94913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…110,780$10.6M0.02%-8,13813F-HR/ATimelineGroup
Shilanski & Associates, Inc.110,591$10.5M3.01%+2,23813F-HRTimeline
Affinity Capital Advisors, LLC109,489$10.4M1.8%+11,42913F-HRTimeline
Quent Capital, LLC107,889$10.3M0.99%-11,90113F-HRTimeline
SigFig Wealth Management, LLC108,452$10.3M0.34%+56,98513F-HRTimeline
Atria Investments, Inc107,506$10.2M0.12%-47,53013F-HRTimeline
BCS Wealth Management107,255$10.2M2.2%+1,18113F-HRTimeline
Foguth Wealth Management, LLC.106,436$10.1M2.17%+39,99913F-HRTimeline
Stonebridge Financial Group, LLC106,359$10.1M0.98%+6,74613F-HRTimeline
Guardian Wealth Advisors, LLC104,714$9.98M5.91%+16,24113F-HRTimeline
Financial Advocates Investment Manageme…104,580$9.97M0.81%-255,13613F-HRTimeline
Cobblestone Asset Management LLC103,271$9.84M5.18%-22,77613F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT102,713$9.79M0.62%-5,56913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …102,676$9.79M0.22%+2,38813F-HRTimelineGroup
Breakwater Capital Group102,336$9.75M1.59%-7513F-HRTimeline
Financial Management Professionals, Inc.101,413$9.67M1.09%+2,00913F-HRTimeline
Synergy Investment Management, LLC100,840$9.61M5.79%+4,24513F-HRTimeline
Buttonwood Financial Group, LLC100,324$9.57M4.86%-101,38813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,136$9.54M0.02%-93813F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC99,853$9.52M3.85%+2,53013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC99,762$9.51M2.3%+17,89613F-HRTimeline
Promus Capital, LLC99,664$9.5M6.17%-14,22213F-HR/ATimeline
SIMA Wealth Partners, LLC99,393$9.47M7.65%-7,04813F-HRTimeline
Oxinas Partners, LLC99,284$9.46M4.86%-24813F-HRTimeline
Fortis Group Advisors, LLC95,956$9.46M1.72%+92,15413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC97,537$9.3M0.01%+47,50413F-HRTimelineGroup
Northeast Financial Consultants Inc97,401$9.28M0.38%013F-HRTimeline
LifePlan Financial, LLC93,718$8.93M7.4%-1,28113F-HRTimeline
U.S. Capital Wealth Advisors, LLC93,034$8.87M0.26%-14,99113F-HRTimeline
CRUX WEALTH ADVISORS92,449$8.81M3.75%+50,74513F-HRTimeline
Intergy Private Wealth, LLC91,980$8.77M2.99%-24613F-HRTimeline
1ST SOURCE BANK91,697$8.74M0.48%+96413F-HRTimeline
PRIVATE TRUST CO NA90,313$8.61M0.82%+5,31913F-HRTimeline
Petix & Botte Co89,341$8.52M2.09%+11,38913F-HRTimeline
Relyea Zuckerberg Hanson LLC88,631$8.45M0.99%-2,37613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC88,400$8.43M0.01%new13F-HRTimeline
Founders Capital Management87,445$8.34M5%+2,20413F-HRTimeline
United Advisor Group, LLC87,383$8.33M1.44%+17,47113F-HRTimeline
LexAurum Advisors, LLC87,224$8.31M1.31%+26,50213F-HRTimeline
FDx Advisors, Inc.87,060$8.3M2.54%new13F-HRTimeline
Compass Financial Group, Inc.86,949$8.29M4.16%+1,42513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.86,541$8.25M1.41%+14,80913F-HRTimeline
NorthCoast Asset Management LLC86,104$8.21M0.04%+70,08513F-HRTimeline
Salomon & Ludwin, LLC85,878$8.16M0.81%+34,63813F-HRTimeline
Beacon Bridge Wealth Partners, LLC84,900$8.09M3.21%+11913F-HRTimeline
Venture Visionary Partners LLC84,565$8.06M0.3%+11,17113F-HRTimeline
Key Financial Inc83,466$7.96M1.6%+85613F-HRTimeline
POM Investment Strategies, LLC83,405$7.95M5.68%+55,36613F-HRTimeline
MOTIVE WEALTH ADVISORS82,939$7.91M3.6%+16,87513F-HRTimeline
DecisionMap Wealth Management, LLC82,477$7.86M5.39%+2,38213F-HRTimeline
Wellspring Financial Advisors, LLC81,406$7.76M0.78%-2,22713F-HRTimeline
Financial Council, LLC81,206$7.74M3.73%+1,59313F-HRTimeline
Marion Wealth Management80,757$7.7M1.93%+1,34313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp80,480$7.67M0.46%+9,48813F-HRTimelineGroup
Occidental Asset Management, LLC78,441$7.48M1.03%+58913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC77,944$7.43M0.69%-1,77113F-HRTimelineGroup
Oak Harvest Investment Services77,223$7.36M0.92%-6,59413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC77,056$7.34M0.01%+7,00313F-HRTimelineGroup
WealthPlan Investment Management, LLC76,864$7.33M0.53%+28,30913F-HRTimeline
Avior Wealth Management, LLC75,740$7.22M0.25%-1,33213F-HRTimeline
Idaho Trust Co75,517$7.2M2.57%-2,73813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding75,020$7.15M+2,097Timeline
Graypoint LLC74,994$7.15M0.4%-1,47313F-HRTimeline
Bristlecone Advisors, LLC74,537$7.1M0.6%+2,07513F-HRTimeline
Auour Investments LLC74,399$7.09M2.44%-89813F-HRTimeline
Mutual Advisors, LLC71,551$7.05M0.18%-1,16613F-HRTimeline
City Center Advisors, LLC73,943$7.05M7.55%-50213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV73,873$7.04M0.02%-4,72613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC73,332$6.99M0.04%+9,17913F-HRTimelineGroup
Farther Finance Advisors, LLC72,418$6.9M0.14%+15,92713F-HRTimeline
HANCOCK WHITNEY CORP71,777$6.84M0.13%new13F-HRTimeline
MONECO ADVISORS, LLC70,551$6.72M0.63%-3,15713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC70,315$6.7M2.82%-2,33513F-HRTimeline
Measured Wealth Private Client Group, L…70,304$6.7M2.01%-5,44313F-HRTimeline
Systematic Alpha Investments, LLC70,000$6.67M0.24%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.69,483$6.62M2.74%-60713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…69,265$6.6M2.37%+10,02413F-HRTimeline
One Day In July LLC68,913$6.57M0.59%-1,00513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC66,948$6.55M2.17%-5,75713F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC68,610$6.54M3.38%-24,21813F-HRTimeline
J.W. COLE ADVISORS, INC.68,250$6.51M0.14%+36,28813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,158$6.5M0.01%-3,95513F-HRTimeline
TSFG, LLC67,871$6.47M1.17%-23,91913F-HRTimeline
Golden State Wealth Management, LLC66,394$6.33M0.77%-1,17413F-HRTimeline
PFG Advisors65,525$6.25M0.29%+50,73613F-HRTimeline
Meridian Wealth Management, LLC63,937$6.09M0.26%-1,69713F-HRTimeline
PSI Advisors, LLC63,860$6.09M2.99%+4,89413F-HRTimeline
Smartleaf Asset Management LLC64,049$6.07M0.53%+7,59413F-HRTimeline
Wealth Watch Advisors, INC63,160$6.02M3.5%new13F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC61,551$5.87M6.09%+94013F-HRTimeline
Braun-Bostich & Associates Inc.61,457$5.86M4%-6,83713F-HRTimeline
COMERICA BANK60,998$5.81M0.02%+4,36413F-HRTimeline
Patriot Financial Group Insurance Agenc…60,814$5.8M0.67%+9,23713F-HRTimeline
Echo Wealth Management, LLC60,625$5.78M3.54%+1,90113F-HRTimeline
BURNEY CO/60,507$5.77M0.2%+13,77813F-HRTimeline
Canandaigua National Trust Co of Florida60,250$5.74M4.08%+6,87613F-HRTimeline
GREENWOOD GEARHART LLC60,065$5.73M0.36%-21,23613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC59,581$5.68M<0.01%-44113F-HRTimelineGroup
WealthPLAN Partners, LLC59,340$5.66M0.91%-25,83813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.59,058$5.63M<0.01%+53,72413F-HRTimelineGroup
PAX Financial Group, LLC57,135$5.45M1.04%+5,61513F-HRTimeline
Beacon Pointe Advisors, LLC57,003$5.43M0.06%-36,04313F-HRTimeline
DAGCO, INC.56,380$5.37M1.5%+7,96413F-HRTimeline
Asset Management Group, Inc.56,074$5.34M0.93%-1,78013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…55,712$5.31M0.04%-8,18413F-HRTimelineGroup
Moloney Securities Asset Management, LLC55,569$5.3M0.65%-2,54213F-HRTimeline
REGIMEN WEALTH, LLC55,291$5.27M1.64%-22,54313F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC55,214$5.26M2.53%+79213F-HRTimeline
Dogwood Wealth Management LLC55,274$5.26M2.57%+4,05113F-HRTimeline
Able Wealth Management LLC55,029$5.25M2.65%+51,96713F-HRTimeline
GoalVest Advisory LLC54,670$5.21M1.29%-4,44913F-HRTimeline
Cooper Financial Group53,913$5.14M0.6%-9,46013F-HRTimeline
Gateway Wealth Partners, LLC53,616$5.11M0.97%+27,80213F-HRTimeline
Financial Enhancement Group LLC53,278$5.11M0.73%-5213F-HRTimeline
HILL ISLAND FINANCIAL LLC53,429$5.09M1.42%-4,23613F-HRTimeline
Gilbert Capital Group, Inc.53,360$5.09M4.22%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC53,090$5.06M0.13%+20,79513F-HRTimelineGroup
World Investment Advisors52,479$5M0.11%-3,55613F-HRTimeline
WCG Wealth Advisors LLC52,163$4.97M0.32%+27,96513F-HRTimeline
MidAtlantic Capital Management, Inc.51,988$4.96M3.52%+37513F-HRTimeline
WealthTrak Capital Management LLC51,942$4.95M4.14%-1,22213F-HRTimeline
USAdvisors Wealth Management, LLC51,862$4.95M1.84%+1,44613F-HRTimeline
Darwin Wealth Management, LLC51,311$4.89M1.69%-1,97813F-HRTimeline
GPS Wealth Strategies Group, LLC50,577$4.82M0.55%+1,94513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC50,297$4.79M4.37%+2,39213F-HRTimeline
Private Wealth Group, LLC50,265$4.79M2.55%+9,80013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,171$4.78M0.04%new13F-HRTimelineGroup
Bawa N Mallick Trust50,000$4.77M1.97%013F-HRTimeline
Uptown Financial Advisors LLC49,410$4.71M4.38%+5,04213F-HRTimeline
Rollins Financial Advisors, LLC48,969$4.67M0.74%-3,08013F-HRTimeline
Faithward Advisors, LLC48,934$4.66M0.72%+1,76513F-HRTimeline
Stone Summit Wealth LLC48,630$4.64M1.44%+26,16313F-HRTimeline
Koshinski Asset Management, Inc.48,584$4.63M0.35%+22413F-HRTimeline
JDM Financial Group LLC48,480$4.62M2.18%+74613F-HRTimeline
Wambolt & Associates, LLC48,284$4.55M1.53%-91813F-HRTimeline
Steward Partners Investment Advisory, L…47,680$4.54M0.04%+80813F-HRTimeline
YHB Investment Advisors, Inc.47,481$4.52M0.35%+1,81113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC47,355$4.51M0.44%+38,54913F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC47,319$4.51M1.59%+10,03813F-HR/ATimeline
Sequoia Financial Advisors, LLC47,289$4.51M0.03%-57,46613F-HRTimeline
Coppell Advisory Solutions LLC46,787$4.43M0.53%+18,67313F-HR/ATimeline
Betterment LLC45,690$4.36M0.01%+10,49613F-HRTimeline