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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
Private Wealth Group, LLC43,447$3.82M1.87%-28413F-HRTimeline
RDA Financial Network43,323$3.81M1.11%-4,16613F-HRTimeline
BIP Wealth, LLC43,172$3.79M0.25%+11,28413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO43,135$3.79M0.9%+1,63413F-HRTimeline
YHB Investment Advisors, Inc.42,613$3.75M0.31%+5,95713F-HRTimeline
Canandaigua National Trust Co of Florida42,116$3.7M2.89%+1,01213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC42,043$3.7M1.15%+67913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,019$3.69M<0.01%+22,77913F-HRTimelineGroup
Faithward Advisors, LLC41,908$3.68M0.63%+3,93213F-HRTimeline
Strategic Blueprint, LLC41,742$3.67M0.22%+56313F-HRTimeline
American Trust41,364$3.64M0.28%-2,39013F-HRTimeline
Towerpoint Wealth, LLC40,781$3.58M1.76%-1,06913F-HRTimeline
Boulder Wealth Advisors, LLC40,328$3.54M1.83%+2,37613F-HRTimeline
AGH Wealth Advisors, LLC40,050$3.52M3.26%13F-HRTimeline
Patriot Financial Group Insurance Agenc…39,679$3.49M0.47%+7,60213F-HRTimeline
Cannon Wealth Management Services, LLC38,952$3.48M3%+2,85113F-HRTimeline
Colonial River Investments, LLC38,646$3.4M1.64%+36,12913F-HRTimeline
POTENTIA WEALTH38,163$3.35M1.49%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…38,018$3.34M1.28%13F-HRTimeline
Saxony Capital Management, LLC37,970$3.34M2.94%+2,17213F-HRTimeline
Opal Wealth Advisors, LLC37,899$3.33M1%+3,80113F-HRTimeline
PMG Wealth Management, Inc.37,604$3.31M3.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC37,497$3.3M0.69%+37,16613F-HRTimelineGroup
Continuum Advisory, LLC37,486$3.3M0.42%+12213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV37,182$3.27M1.27%13F-HRTimeline
Shepherd Financial Partners LLC37,141$3.26M0.39%+26013F-HRTimeline
Nvest Financial, LLC36,731$3.23M1.64%+6,31813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP36,613$3.22M0.24%+29113F-HRTimeline
Larson Financial Group LLC35,981$3.16M0.16%-8,37513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.35,921$3.16M2.68%13F-HRTimeline
Lionshead Wealth Management, LLC35,836$3.15M2.28%13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC35,839$3.15M0.94%+99213F-HRTimeline
FCG Investment Co35,634$3.13M1.91%+2,58613F-HRTimeline
NORDEN GROUP LLC35,531$3.12M0.35%+8,75113F-HRTimeline
Banco BTG Pactual S.A.35,336$3.1M0.73%-6,53613F-HRTimeline
Alliance Wealth Advisors, LLC /UT34,916$3.07M0.79%+11,80113F-HRTimeline
N.E.W. Advisory Services LLC34,872$3.07M0.29%+80313F-HRTimeline
CPC Advisors, LLC34,835$3.06M0.42%new13F-HRTimeline
BLAIR WILLIAM & CO/IL34,606$3.04M0.01%+1,00213F-HRTimeline
Cavalier Investments, LLC34,421$3.03M1.01%new13F-HRTimeline
WealthShield Partners, LLC34,177$3M0.43%+1,84013F-HRTimeline
Winthrop Advisory Group LLC33,959$2.98M0.36%+1,86313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC33,933$2.98M0.02%-2,24613F-HRTimelineGroup
Iowa State Bank33,928$2.98M0.62%-1,52813F-HRTimeline
Kelly Financial Services LLC33,720$2.96M1.07%new13F-HR/ATimeline
Savvy Advisors, Inc.33,654$2.96M0.36%+9,78813F-HRTimeline
Summit Investment Advisory Services, LLC33,633$2.96M1.52%+79413F-HRTimeline
Stegent Equity Advisors, Inc.33,565$2.95M2.99%+10113F-HRTimeline
Strategic Financial Concepts, LLC33,501$2.94M0.56%+26,28113F-HR/ATimeline
SkyOak Wealth, LLC33,444$2.94M0.63%-1,24513F-HRTimeline
Aspetuck Financial Management LLC33,196$2.92M2.27%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC33,160$2.91M0.23%+3713F-HRTimeline
Wells Financial Advisors INC33,035$2.9M3.96%-6,63413F-HRTimeline
Marietta Wealth Management, LLC32,585$2.86M0.41%013F-HRTimeline
Partners in Financial Planning32,559$2.86M0.58%-5013F-HRTimeline
Betterment LLC32,328$2.84M0.01%+2,74113F-HRTimeline
RAINIER FAMILY WEALTH INC32,214$2.83M3.43%13F-HRTimeline
Thrive Capital Management, LLC32,121$2.82M1.29%-26,84313F-HRTimeline
Coppell Advisory Solutions LLC31,619$2.8M0.39%-3,83713F-HRTimeline
Glen Eagle Advisors, LLC31,866$2.8M0.46%-8,94213F-HRTimeline
Valeo Financial Advisors, LLC31,767$2.79M0.08%+2,33113F-HRTimeline
EP Wealth Advisors, LLC31,551$2.77M0.02%-1,84313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,424$2.76M<0.01%+10,70813F-HRTimelineGroup
Hershey Financial Advisers, LLC31,154$2.74M2.41%13F-HRTimeline
Foundations Investment Advisors, LLC30,803$2.71M0.05%-23,62013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,753$2.7M<0.01%+12,00413F-HRTimelineGroup
Financial Futures Ltd Liability Co.30,621$2.69M1.53%-20,81513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,591$2.69M0.08%+17,72513F-HRTimelineGroup
LOWERY THOMAS, LLC30,225$2.66M1.73%-24313F-HRTimeline
Shum Financial Group, Inc.30,221$2.66M2.29%+41413F-HRTimeline
Householder Group Estate & Retirement S…29,995$2.64M1.97%-23,82213F-HRTimeline
VANCE WEALTH, LLC29,865$2.63M1.01%-1,41813F-HRTimeline
Caprock Group, LLC29,709$2.61M0.09%+7,92413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC29,455$2.59M0.1%-11,33813F-HRTimeline
RKL Wealth Management LLC29,412$2.59M0.23%+16,15013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC28,638$2.52M1.12%13F-HRTimeline
Global Strategic Investment Solutions, …28,633$2.52M0.29%+5113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC27,989$2.46M0.96%+1,69313F-HRTimeline
Inman Jager Wealth Management, LLC27,978$2.46M1.92%13F-HRTimeline
INSPIRE TRUST CO, N.A.27,837$2.45M0.63%-52013F-HRTimeline
Financial Network Wealth Advisors LLC27,490$2.42M4.49%-13,60313F-HRTimeline
AIFG Consultants Ltd.27,407$2.41M3.93%-65,83713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,351$2.4M0.18%+15,44813F-HRTimeline
Wrenne Financial Planning LLC27,259$2.4M1.36%-3,55113F-HRTimeline
KPP Advisory Services LLC27,242$2.39M0.56%+2,04413F-HRTimeline
Compass Financial Services Inc27,140$2.39M1.35%13F-HRTimeline
SYNOVUS FINANCIAL CORP26,892$2.36M0.03%-9,98213F-HRTimeline
Wealth Advisors Northwest LLC26,522$2.33M1.59%13F-HRTimeline
Aspen Investment Management Inc26,321$2.31M1.07%-11,93513F-HRTimeline
Triton Wealth Management, PLLC26,803$2.31M1.19%-18813F-HRTimeline
Integrity Wealth Solutions LLC26,031$2.29M1.28%+18813F-HRTimeline
Milestone Asset Management Group, LLC25,451$2.24M2%13F-HRTimeline
Mascagni Wealth Management, Inc.27,783$2.23M2.22%13F-HR/ATimeline
Alpha DNA Investment Management LLC25,341$2.23M1.22%+4,03413F-HRTimeline
WCG Wealth Advisors LLC25,102$2.21M0.15%-3,26213F-HRTimeline
Private Portfolio Partners LLC25,061$2.2M0.41%+30713F-HRTimeline
OneDigital Investment Advisors LLC25,023$2.2M0.03%-1,48113F-HRTimeline
BlackDiamond Wealth Management, LLC24,880$2.19M1.26%+2,30413F-HRTimeline
Raab & Moskowitz Asset Management LLC24,739$2.17M0.53%013F-HRTimeline
Rede Wealth, LLC24,108$2.12M0.81%+1,90313F-HRTimeline
Advance Capital Management, Inc.23,906$2.1M0.1%+27113F-HRTimeline
Edge Capital Group, LLC23,850$2.1M0.11%+76213F-HRTimeline
Onyx Bridge Wealth Group LLC23,832$2.09M0.3%-1,51713F-HRTimeline
Lifeworks Advisors, LLC23,528$2.07M0.37%-2,29013F-HRTimeline
Gateway Wealth Partners, LLC23,444$2.06M0.53%-79113F-HRTimeline
Keudell/Morrison Wealth Management23,435$2.06M0.54%+1,75713F-HRTimeline
MCDONALD PARTNERS LLC23,324$2.05M0.52%-1,08713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP23,184$2.04M0.05%-18013F-HRTimeline
WNY Asset Management, LLC22,839$2.01M0.25%+3013F-HRTimeline
Rehmann Capital Advisory Group22,542$1.98M0.13%+1,31413F-HRTimeline
Strategic Wealth Partners, Ltd.21,432$1.97M0.16%-6,66113F-HRTimeline
Csenge Advisory Group22,285$1.96M0.11%+14,82613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,284$1.96M0.02%-10813F-HRTimeline
IMC-Chicago, LLC22,249$1.96M0.05%-12,32013F-HRTimeline
Simplicity Wealth,LLC22,128$1.95M0.41%-48613F-HRTimeline
Safeguard Financial, LLC22,046$1.94M0.42%-3,62413F-HRTimeline
McAdam, LLC21,817$1.92M0.1%+41513F-HRTimeline
WIN ADVISORS, INC21,752$1.91M0.93%new13F-HRTimeline
Curran Financial Partners, LLC21,632$1.9M0.5%-55613F-HRTimeline
Stone Summit Wealth LLC21,317$1.87M0.63%+81413F-HRTimeline
Vantage Point Financial LLC20,973$1.84M0.99%13F-HRTimeline
Fragasso Financial Advisors Inc20,773$1.83M0.14%-2,28513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC20,638$1.81M0.22%+91113F-HRTimelineGroup
Optivise Advisory Services LLC20,582$1.81M0.97%-1,26513F-HRTimeline
DAGCO, INC.20,580$1.81M0.6%+5,82813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,298$1.78M0.03%+62513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC20,025$1.76M0.06%013F-HRTimeline
Regal Investment Advisors LLC19,887$1.75M0.13%-7,01013F-HRTimeline
Meridian Financial Advisors, LLC19,797$1.74M1.2%-25413F-HRTimeline
JERICHO FINANCIAL, LLP19,382$1.7M1.23%13F-HRTimeline
MITCHELL SINKLER & STARR/PA19,340$1.7M0.45%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,255$1.69M0.02%+52713F-HRTimeline
Ring Mountain Capital, LLC19,252$1.69M1.13%13F-HRTimeline
BLB&B Advisors, LLC19,226$1.69M0.09%013F-HRTimeline
Compound Planning, Inc.19,219$1.69M0.09%+14,89313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.19,194$1.69M<0.01%-61813F-HRTimelineGroup
Fisher Asset Management, LLC19,178$1.69M<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC19,174$1.69M0.05%+81413F-HRTimeline
Kuhn & Co Investment Counsel19,080$1.68M1.43%+59913F-HRTimeline
Rialto Wealth Management, LLC19,011$1.67M0.55%13F-HRTimeline
Turtle Creek Wealth Advisors, LLC18,914$1.66M0.38%013F-HRTimeline
HBW ADVISORY SERVICES LLC18,799$1.65M0.17%-53213F-HRTimeline
Belpointe Asset Management LLC20,446$1.65M0.1%+413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,742$1.65M<0.01%+8,60113F-HRTimelineGroup
SUMMIT INVESTMENT ADVISORS, INC.17,818$1.64M1.46%13F-HRTimeline
Intrua Financial, LLC18,661$1.64M0.27%+9,70913F-HRTimeline
Vantage Financial Partners, LLC18,493$1.63M0.41%-3,96213F-HRTimeline
L.M. KOHN & COMPANY18,232$1.6M0.41%+1,56013F-HRTimeline
Three Bridge Wealth Advisors, LLC18,200$1.6M0.56%013F-HRTimeline
Tradition Wealth Management, LLC18,049$1.59M0.14%+5,70013F-HRTimeline
AMJ Financial Wealth Management17,906$1.57M0.44%-1,95713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,725$1.56M0.1%-2913F-HRTimeline
Grant Private Wealth Management Inc17,595$1.55M1.67%13F-HRTimeline
Perigon Wealth Management, LLC17,345$1.54M0.04%+80013F-HRTimeline
Stonebridge Financial Planning Group, L…17,274$1.52M0.68%-95313F-HRTimeline
WHITE PINE CAPITAL LLC17,259$1.52M0.51%+43013F-HRTimeline
NorthCoast Asset Management LLC17,250$1.52M0.01%+10513F-HR/ATimeline
Tyler-Stone Wealth Management17,139$1.51M0.27%+11113F-HRTimeline
Fourth Dimension Wealth, LLC15,834$1.5M0.78%13F-HRTimeline
PINNACLE ASSOCIATES LTD17,024$1.5M0.02%-6,73613F-HRTimeline
Mutual Advisors, LLC16,841$1.49M0.04%-86613F-HRTimeline
MATHER GROUP, LLC.16,993$1.49M0.02%-40513F-HRTimeline
Quadcap Wealth Management, LLC16,967$1.49M0.22%-1,54313F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.16,740$1.46M0.67%+50413F-HRTimeline
MKT Advisors LLC16,202$1.46M0.63%+46613F-HRTimeline
Ignite Planners, LLC16,260$1.45M0.32%-41813F-HRTimeline
FreeGulliver LLC16,506$1.45M0.76%-1,63513F-HRTimeline
Composition Wealth, LLC16,411$1.44M0.03%+50913F-HRTimeline
MAI Capital Management16,150$1.42M0.01%+11,32413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.15,860$1.39M1.29%13F-HRTimeline
Verdence Capital Advisors LLC15,755$1.38M0.11%-11,23813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …15,704$1.38M0.12%new13F-HRTimelineGroup
Tilson Financial Group, Inc.15,588$1.37M0.56%-1,37813F-HRTimeline
LWM Advisory Services, LLC15,535$1.37M0.95%-65213F-HRTimeline
Interchange Capital Partners, LLC15,334$1.35M0.49%-2,21913F-HRTimeline
FIDELITY D & D BANCORP INC15,263$1.34M0.89%013F-HR/ATimeline
49 WEALTH MANAGEMENT, LLC15,178$1.33M0.19%+9,88513F-HRTimeline
KM Capital Management Ltd.15,092$1.33M0.69%-53713F-HRTimeline
FIRST FINANCIAL CORP /IN/15,032$1.32M0.62%013F-HRTimeline
Barnes Wealth Management Group, Inc15,028$1.32M0.89%13F-HRTimeline
Gryphon Financial Partners LLC15,016$1.32M0.19%013F-HRTimeline
WMS Partners, LLC15,000$1.32M0.07%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,943$1.31M0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC14,769$1.3M0.45%-82413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,449$1.29M0.01%+9,80913F-HRTimelineGroup
Visionary Wealth Advisors14,584$1.28M0.08%+10713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC14,411$1.27M0.47%-77113F-HRTimeline
Better Money Decisions, LLC14,331$1.26M0.87%-5,08413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,292$1.26M0.1%013F-HRTimelineGroup
Latitude Advisors, LLC14,273$1.25M0.71%+1,26913F-HRTimeline
CHURCHILL MANAGEMENT Corp14,268$1.25M0.01%-1,00213F-HRTimeline
Chicago Partners Investment Group LLC14,042$1.25M0.04%+25513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…13,550$1.25M0.07%-2,02813F-HRTimeline
ALTFEST L J & CO INC14,033$1.23M0.16%-34113F-HRTimeline
Sigma Planning Corp13,989$1.23M0.04%+3,76713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.13,981$1.23M0.09%-5,96013F-HRTimelineGroup
PFG Advisors13,947$1.23M0.08%-88,56313F-HRTimeline
John W. Brooker & Co., CPAs13,860$1.22M0.53%+1413F-HRTimeline
Cresset Asset Management, LLC13,618$1.2M0.01%-2,34413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13,503$1.19M0.46%+2113F-HRTimeline