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Disclosery

SPYG SPDR SERIES TRUST

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SHS (fund)

1,207 managers (1,222 13F filers) reported a position in SPYG shares at 2025-09-30, 314,793,417 shares in all. 103 filers opened a position and 41 filers sold out during the quarter.

Managers
1,207
13F filers
1,222
New
103
Added
463
Reduced
464
Sold out
41
Shares held by filers
314,793,417

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
INDEPENDENT FINANCIAL GROUP, LLC159,944$16.7M0.4%+24,84913F-HRTimeline
Vertex Planning Partners, LLC159,939$16.7M3.21%+2,89013F-HRTimeline
Cornerstone Wealth Management, LLC158,337$16.5M0.91%-99213F-HRTimeline
IFG Advisory, LLC157,186$16.4M0.75%+11,20713F-HRTimeline
Avestar Capital, LLC157,002$16.4M1.17%+5,42913F-HRTimeline
Millington Financial Advisors, LLC154,689$16.2M7.84%-23,27213F-HRTimeline
Hobart Private Capital, LLC154,201$16.1M3.37%-11,02213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp154,154$16.1M0.05%-6,94513F-HRTimelineGroup
Magnus Financial Group LLC152,555$15.9M1.26%+24413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …151,103$15.8M3.12%13F-HRTimelineGroup
Centennial Wealth Advisory LLC150,216$15.7M4.37%-3,46113F-HRTimeline
Goldstone Financial Group, LLC149,411$15.6M1.85%-9,74913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC147,472$15.4M0.55%-31,15013F-HRTimelineGroup
Arete Wealth Advisors, LLC146,859$15.4M0.96%-8,29313F-HRTimeline
NewSquare Capital LLC146,563$15.3M1.04%-4,44113F-HRTimeline
One Capital Management, LLC143,875$15M0.48%-2,16313F-HRTimeline
INTEGRITY ALLIANCE, LLC.140,874$14.7M0.69%-1,35213F-HRTimeline
Optimist Retirement Group LLC140,330$14.7M6.63%-4,05013F-HRTimeline
Boyd Wealth Management, LLC136,863$14.3M6.16%+7,76113F-HRTimeline
Probity Advisors, Inc.133,845$14M2.27%+3,71813F-HRTimeline
Sanchez Wealth Management Group132,018$13.8M3.06%-80213F-HRTimeline
POM Investment Strategies, LLC129,813$13.6M7.37%+46,40813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…129,786$13.6M0.03%+19,00613F-HRTimelineGroup
Hilltop Partners LLC129,774$13.6M4.05%-2,99613F-HRTimeline
Melone Private Wealth, LLC126,934$13.3M6.01%+2,76113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC125,527$13.1M0.32%+72,43713F-HRTimelineGroup
POWER WEALTH MANAGEMENT LLC124,429$13M4.73%+3,66313F-HRTimeline
1834 INVESTMENT ADVISORS CO123,764$12.9M1.59%+62313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC123,125$12.9M0.05%+49,79313F-HRTimelineGroup
Sage Financial Management Group, Inc.122,125$12.8M4.07%-1,94313F-HRTimeline
Independent Wealth Network Inc.121,430$12.7M4.08%+1,38613F-HRTimeline
Sequent Asset Management, LLC119,783$12.5M5.95%+14913F-HRTimeline
Carnegie Investment Counsel119,404$12.5M0.24%-7,80313F-HRTimeline
Bridgewealth Advisory Group, LLC118,894$12.4M2.88%+7,14813F-HRTimeline
Asset Allocation Strategies LLC118,449$12.4M2.45%-7,73413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …116,826$12.2M0.25%+14,15013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding116,619$12.2M-360,399Timeline
Global Retirement Partners, LLC116,182$12.1M0.27%-51113F-HRTimeline
TAGStone Capital, Inc.115,548$12.1M4.78%-2,64013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC115,479$12.1M0.09%+65,30813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…114,940$12M0.48%+2,78413F-HRTimelineGroup
New England Capital Financial Advisors …114,862$12M5.1%-2,43013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC113,852$11.9M0.03%-25,42713F-HRTimelineGroup
Collaborative Wealth Managment Inc.113,201$11.8M4.79%+1,18513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding113,179$11.8M+214Timeline
SILVER OAK SECURITIES, INCORPORATED113,078$11.8M0.88%-3,27613F-HRTimeline
SigFig Wealth Management, LLC113,482$11.8M0.37%+5,03013F-HRTimeline
IAG Wealth Partners, LLC112,924$11.8M1.42%-3,67913F-HRTimeline
Tranquilli Financial Advisor LLC112,566$11.8M6.95%-3,12813F-HRTimeline
GenWealth Group, Inc.112,182$11.7M2.18%-4,96913F-HRTimeline
Guardian Wealth Advisors, LLC111,770$11.7M6.62%+7,05613F-HRTimeline
Elite Financial, Inc.108,498$11.7M5.35%-4,26413F-HRTimeline
Shilanski & Associates, Inc.111,318$11.6M3.09%+72713F-HRTimeline
Fortis Group Advisors, LLC107,405$11.6M2%+11,44913F-HRTimeline
WRAPMANAGER INC110,728$11.6M3.56%-46,79413F-HRTimeline
Affinity Capital Advisors, LLC108,551$11.4M1.75%-93813F-HRTimeline
ArborFi Advisors, LLC109,044$11.4M9.28%-9,32813F-HRTimeline
BCS Wealth Management108,638$11.4M2.56%+1,38313F-HRTimeline
Promus Capital, LLC107,240$11.2M7.15%+7,57613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.106,778$11.2M0.02%+6,64213F-HRTimelineGroup
Sterling Manor Financial, LLC106,713$11.2M7.03%-22,27313F-HRTimeline
Obsidian Personal Planning Solutions LLC102,330$11.1M3.84%+2,47713F-HRTimeline
Synergy Investment Management, LLC105,326$11M4.2%+4,48613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC104,080$10.9M0.01%+6,54313F-HRTimelineGroup
Buck Wealth Strategies, LLC103,891$10.9M1.49%+80,28013F-HRTimeline
Atria Investments, Inc103,280$10.8M0.12%-4,22613F-HRTimeline
Financial Management Professionals, Inc.102,925$10.8M1.12%+1,51213F-HRTimeline
Quent Capital, LLC102,270$10.7M0.9%-5,61913F-HRTimeline
HARBOUR INVESTMENTS, INC.102,157$10.7M0.24%-13,58013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC102,017$10.7M2.45%+2,25513F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT101,110$10.6M0.7%-1,60313F-HRTimeline
Cobblestone Asset Management LLC100,379$10.5M4.8%-2,89213F-HRTimeline
Petix & Botte Co99,920$10.4M2.41%+10,57913F-HRTimeline
SIMA Wealth Partners, LLC99,544$10.4M7.96%+15113F-HRTimeline
Breakwater Capital Group99,382$10.4M1.53%-2,95413F-HRTimeline
Oxinas Partners, LLC98,230$10.3M5.5%-1,05413F-HRTimeline
Glen Eagle Advisors, LLC97,336$10.2M1.41%+55,72113F-HRTimeline
Prepared Retirement Institute LLC96,475$10.1M5.26%-32,84413F-HRTimeline
Wealthspire Advisors, LLC94,153$9.84M0.05%-54,90513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA93,790$9.8M0.02%new13F-HRTimelineGroup
NorthCoast Asset Management LLC92,696$9.69M0.04%+6,59213F-HRTimeline
CRUX WEALTH ADVISORS91,941$9.61M3.81%-50813F-HRTimeline
1ST SOURCE BANK90,908$9.5M0.5%-78913F-HRTimeline
LifePlan Financial, LLC90,683$9.48M7.51%-3,03513F-HRTimeline
U.S. Capital Wealth Advisors, LLC90,221$9.43M0.25%-2,81313F-HRTimeline
Intergy Private Wealth, LLC90,197$9.43M2.95%-1,78313F-HRTimeline
United Advisor Group, LLC90,074$9.41M1.27%+2,69113F-HRTimeline
Relyea Zuckerberg Hanson LLC88,072$9.2M0.97%-55913F-HRTimeline
Founders Capital Management87,370$9.13M4.84%-7513F-HRTimeline
Compass Financial Group, Inc.87,354$9.13M4.1%+40513F-HRTimeline
MEMBERS WEALTH LLC86,389$9.07M5.74%13F-HRTimeline
PRIVATE TRUST CO NA86,085$9M0.79%-4,22813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp85,609$8.95M0.5%+5,12913F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC85,388$8.92M3.17%+48813F-HRTimeline
FDx Advisors, Inc.81,877$8.85M2.65%-5,18313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.84,411$8.82M1.34%-2,13013F-HRTimeline
Gilbert Capital Group, Inc.83,970$8.78M6.79%+30,61013F-HRTimeline
Salomon & Ludwin, LLC83,420$8.74M0.79%-2,45813F-HRTimeline
Key Financial Inc83,170$8.73M1.61%-29613F-HRTimeline
Financial Council, LLC82,444$8.62M3.82%+1,23813F-HRTimeline
MONECO ADVISORS, LLC82,268$8.6M0.72%+11,71713F-HRTimeline
DecisionMap Wealth Management, LLC82,149$8.59M5.5%-32813F-HRTimeline
Bristlecone Advisors, LLC81,587$8.53M0.71%+7,05013F-HRTimeline
LexAurum Advisors, LLC80,826$8.45M1.2%-6,39813F-HRTimeline
Marion Wealth Management80,395$8.4M1.99%-36213F-HRTimeline
Wellspring Financial Advisors, LLC80,064$8.37M0.77%-1,34213F-HRTimeline
Occidental Asset Management, LLC79,950$8.36M1.05%+1,50913F-HRTimeline
MOTIVE WEALTH ADVISORS79,713$8.33M3.59%-3,22613F-HRTimeline
WealthPlan Investment Management, LLC79,290$8.29M0.55%+2,42613F-HRTimeline
Smartleaf Asset Management LLC79,137$8.24M0.51%+15,08813F-HRTimeline
Able Wealth Management LLC78,051$8.16M3.07%+23,02213F-HRTimeline
Venture Visionary Partners LLC76,908$8.04M0.28%-7,65713F-HRTimeline
Auour Investments LLC75,497$7.89M2.57%+1,09813F-HRTimeline
Oak Harvest Investment Services74,877$7.83M0.91%-2,34613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding74,599$7.8M-421Timeline
Graney & King, LLC74,352$7.77M5.38%-162,44413F-HRTimeline
Stonebridge Financial Group, LLC73,814$7.71M0.68%-32,54513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,806$7.71M0.01%-3,25013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC73,082$7.64M0.65%-4,86213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV72,991$7.63M0.01%-88213F-HRTimeline
Mutual Advisors, LLC72,311$7.6M0.17%+76013F-HRTimeline
Farther Finance Advisors, LLC71,965$7.52M0.11%-45313F-HRTimeline
Golden State Wealth Management, LLC71,562$7.48M0.83%+5,16813F-HRTimeline
J.W. COLE ADVISORS, INC.71,065$7.43M0.14%+2,81513F-HRTimeline
PSI Advisors, LLC70,874$7.41M1.91%+7,01413F-HRTimeline
City Center Advisors, LLC70,664$7.39M7.18%-3,27913F-HRTimeline
HANCOCK WHITNEY CORP70,239$7.34M0.13%-1,53813F-HRTimeline
Buttonwood Financial Group, LLC69,989$7.33M3.17%-30,33513F-HRTimeline
Avior Wealth Management, LLC70,057$7.32M0.24%-5,68313F-HRTimeline
Systematic Alpha Investments, LLC70,000$7.32M0.24%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…69,723$7.29M2.27%+45813F-HRTimeline
Measured Wealth Private Client Group, L…69,058$7.22M1.95%-1,24613F-HRTimeline
Patriot Financial Group Insurance Agenc…68,915$7.2M0.92%+8,10113F-HRTimeline
TSFG, LLC68,887$7.2M1.14%+1,01613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS68,652$7.17M0.01%+49413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC68,646$7.17M2.65%-1,66913F-HRTimeline
One Day In July LLC68,415$7.15M0.6%-49813F-HRTimeline
Wealth Watch Advisors, INC66,773$6.98M2.88%+3,61313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.66,275$6.93M2.55%-3,20813F-HRTimeline
PFG Advisors66,102$6.91M0.28%+57713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC66,075$6.91M<0.01%+6,49413F-HRTimelineGroup
Meridian Wealth Management, LLC63,165$6.6M0.25%-77213F-HRTimeline
Canandaigua National Trust Co of Florida63,136$6.6M5.23%+2,88613F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC62,325$6.51M6.12%+77413F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC61,929$6.47M3.23%-6,68113F-HRTimeline
BURNEY CO/61,819$6.46M0.21%+1,31213F-HRTimeline
Echo Wealth Management, LLC61,514$6.43M3.75%+88913F-HRTimeline
Beacon Pointe Advisors, LLC61,469$6.42M0.05%+4,46613F-HRTimeline
COMERICA BANK60,507$6.32M0.02%-49113F-HRTimeline
Braun-Bostich & Associates Inc.59,915$6.26M3.94%-1,54213F-HRTimeline
WCG Wealth Advisors LLC59,641$6.23M0.39%+7,47813F-HRTimeline
Stonebrook Private Inc.58,801$6.15M1.33%+28,99113F-HRTimeline
WealthPLAN Partners, LLC58,452$6.11M0.92%-88813F-HRTimeline
Dogwood Wealth Management LLC58,428$6.11M2.78%+3,15413F-HRTimeline
TUDOR INVESTMENT CORP ET AL57,795$6.04M0.04%new13F-HR/ATimeline
DAGCO, INC.57,728$6.03M1.52%+1,34813F-HRTimeline
Asset Management Group, Inc.56,135$5.87M0.96%+6113F-HRTimeline
Gateway Wealth Partners, LLC55,817$5.83M0.79%+2,20113F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC55,419$5.79M2.22%+20513F-HRTimeline
Steward Partners Investment Advisory, L…55,011$5.75M0.03%+7,33113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC54,747$5.72M0.12%+31,75613F-HRTimeline
GPS Wealth Strategies Group, LLC54,346$5.68M0.6%+3,76913F-HRTimeline
GoalVest Advisory LLC54,235$5.67M1.2%-43513F-HRTimeline
Moloney Securities Asset Management, LLC54,129$5.66M0.67%-1,44013F-HRTimeline
GREENWOOD GEARHART LLC53,888$5.63M0.32%-6,17713F-HRTimeline
PAX Financial Group, LLC53,517$5.59M1.01%-3,61813F-HRTimeline
REGIMEN WEALTH, LLC53,334$5.57M1.65%-1,95713F-HRTimeline
Darwin Wealth Management, LLC53,066$5.55M1.76%+1,75513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…52,321$5.47M0.04%-3,39113F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC52,236$5.46M1.36%-1,19313F-HRTimeline
World Investment Advisors52,166$5.45M0.11%-31313F-HRTimeline
MidAtlantic Capital Management, Inc.51,988$5.43M3.71%013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC51,368$5.37M1.68%+4,04913F-HR/ATimeline
RED CRANE WEALTH MANAGEMENT, LLC51,196$5.35M4.51%+89913F-HRTimeline
Hoxton Planning & Management, LLC50,791$5.31M1.71%+8,20013F-HRTimeline
Cooper Financial Group50,443$5.27M0.58%-3,47013F-HRTimeline
Koshinski Asset Management, Inc.50,002$5.23M0.35%+1,41813F-HRTimeline
Bawa N Mallick Trust50,000$5.23M1.98%013F-HRTimeline
Uptown Financial Advisors LLC49,489$5.17M4.55%+7913F-HRTimeline
Faithward Advisors, LLC49,374$5.16M0.77%+44013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP49,288$5.15M<0.01%+5,90513F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers49,139$5.13M0.01%+3,55813F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…47,800$5M0.15%new13F-HRTimelineGroup
Rollins Financial Advisors, LLC47,580$4.97M0.75%-1,38913F-HRTimeline
YHB Investment Advisors, Inc.47,467$4.96M0.36%-1413F-HRTimeline
USAdvisors Wealth Management, LLC47,256$4.94M1.7%-4,60613F-HRTimeline
RAINIER FAMILY WEALTH INC47,014$4.91M4.38%+2,88013F-HRTimeline
Wealth Advisors of Iowa, LLC46,920$4.9M1.67%+5,99213F-HRTimeline
Stone Summit Wealth LLC46,597$4.87M1.38%-2,03313F-HRTimeline
Cannon Wealth Management Services, LLC46,492$4.86M3.68%+2,93013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC45,984$4.81M0.41%-1,37113F-HRTimelineGroup
WIN ADVISORS, INC45,938$4.8M2.34%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\45,864$4.79M0.01%+4,85913F-HRTimelineGroup
McNaughton Wealth Management, LLC45,835$4.79M2.02%+1,05213F-HRTimeline
JDM Financial Group LLC45,702$4.78M2%-2,77813F-HRTimeline
Idaho Trust Co45,629$4.77M1.61%-29,88813F-HRTimeline
Private Wealth Group, LLC45,302$4.73M2.36%-4,96313F-HRTimeline
NWF Advisory Services Inc.45,137$4.72M0.52%+6,40913F-HRTimeline
Inman Jager Wealth Management, LLC45,066$4.71M3.01%+2,32913F-HRTimeline
Lionshead Wealth Management, LLC45,055$4.71M3.73%-33613F-HRTimeline