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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
AGH Wealth Advisors, LLC41,515$3.34M3.22%+1,46513F-HRTimeline
Strategic Blueprint, LLC41,396$3.33M0.18%-34613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP41,154$3.31M0.25%+4,54113F-HRTimeline
Opal Wealth Advisors, LLC40,734$3.27M1.01%+2,83513F-HRTimeline
Private Wealth Group, LLC40,465$3.25M1.91%-2,98213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC40,370$3.24M1.06%-1,67313F-HRTimeline
Towerpoint Wealth, LLC40,110$3.22M1.6%-67113F-HRTimeline
FCG Investment Co39,390$3.17M1.99%+3,75613F-HRTimeline
Glen Eagle Advisors, LLC39,044$3.14M0.52%+7,17813F-HRTimeline
Sightline Wealth Advisors, LLC38,393$3.09M1.63%-8,15813F-HRTimeline
BLAIR WILLIAM & CO/IL38,370$3.08M0.01%+3,76413F-HRTimeline
Wealth Advisors of Iowa, LLC38,187$3.07M1.32%-15,28113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC38,183$3.07M0.64%-8,45313F-HRTimeline
POTENTIA WEALTH37,995$3.05M1.43%-16813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC37,497$3.01M0.64%013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL37,432$3.01M0.03%new13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC37,281$3M1.17%new13F-HR/ATimeline
NORDEN GROUP LLC37,149$2.99M0.34%+1,61813F-HRTimeline
Continuum Advisory, LLC36,915$2.97M0.38%-57113F-HRTimeline
Larson Financial Group LLC36,899$2.97M0.14%+91813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC36,551$2.94M0.87%+71213F-HRTimeline
Yukon Wealth Management, Inc.36,349$2.92M1.21%13F-HRTimeline
Intrua Financial, LLC36,186$2.91M0.46%+17,52513F-HRTimeline
Alliance Wealth Advisors, LLC /UT36,109$2.9M0.76%+1,19313F-HRTimeline
Inman Jager Wealth Management, LLC36,005$2.89M2.17%+8,02713F-HRTimeline
RKL Wealth Management LLC35,943$2.89M0.27%+6,53113F-HRTimeline
Nvest Financial, LLC35,882$2.88M1.54%-84913F-HRTimeline
Savvy Advisors, Inc.35,816$2.88M0.29%+2,16213F-HRTimeline
Investor's Fiduciary Advisor Network, L…35,642$2.86M1.35%-2,37613F-HRTimeline
Hoxton Planning & Management, LLC35,221$2.83M1.08%new13F-HRTimeline
Betterment LLC35,194$2.83M0.01%+2,86613F-HRTimeline
WealthShield Partners, LLC34,692$2.79M0.36%+51513F-HRTimeline
Ausdal Financial Partners, Inc.33,998$2.73M0.21%-73,58513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.33,812$2.72M2.41%-2,10913F-HRTimeline
Winthrop Advisory Group LLC33,370$2.68M0.32%-58913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC33,187$2.67M0.21%+2713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC33,134$2.66M0.31%+12,49613F-HRTimelineGroup
Aspetuck Financial Management LLC32,976$2.65M2.28%-22013F-HRTimeline
Wells Financial Advisors INC32,787$2.64M3.63%-24813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,459$2.61M0.02%+10,17513F-HRTimeline
RAINIER FAMILY WEALTH INC32,321$2.6M3.06%+10713F-HRTimeline
Marietta Wealth Management, LLC32,297$2.6M0.38%-28813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,295$2.6M0.08%+1,70413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC32,159$2.58M0.02%-1,77413F-HRTimelineGroup
Summit Investment Advisory Services, LLC32,068$2.58M1.26%-1,56513F-HRTimeline
J.W. COLE ADVISORS, INC.31,962$2.57M0.08%-18,48913F-HRTimeline
Partners in Financial Planning31,755$2.55M0.51%-80413F-HRTimeline
New Century Financial Group, LLC31,702$2.55M2.95%-27,98813F-HRTimeline
Valeo Financial Advisors, LLC31,690$2.55M0.07%-7713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC30,666$2.46M0.97%+2,67713F-HRTimeline
SkyOak Wealth, LLC30,633$2.46M0.54%-2,81113F-HRTimeline
Compass Financial Services Inc30,578$2.46M1.29%+3,43813F-HRTimeline
Stegent Equity Advisors, Inc.30,339$2.44M2.47%-3,22613F-HRTimeline
Shum Financial Group, Inc.30,312$2.44M2.11%+9113F-HRTimeline
BLKBRD Asset Management, LP30,110$2.42M2.94%new13F-HRTimeline
LOWERY THOMAS, LLC29,927$2.41M1.65%-29813F-HRTimeline
Caprock Group, LLC29,687$2.39M0.07%-2213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC29,641$2.38M<0.01%+16,86313F-HRTimelineGroup
CWA Asset Management Group, LLC29,162$2.34M0.11%+19,62913F-HRTimeline
VANCE WEALTH, LLC29,052$2.33M0.88%-81313F-HRTimeline
Virtue Capital Management, LLC28,997$2.33M0.27%+22,21313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV31,497$2.32M1.22%-5,68513F-HRTimeline
Milestone Asset Management Group, LLC28,737$2.31M2.09%+3,28613F-HRTimeline
Coppell Advisory Solutions LLC28,114$2.31M0.32%-3,50513F-HRTimeline
Global Strategic Investment Solutions, …28,669$2.3M0.27%+3613F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC28,651$2.3M1.31%+1313F-HRTimeline
Financial Network Wealth Advisors LLC28,208$2.27M2.98%+71813F-HRTimeline
Iowa State Bank28,189$2.27M0.48%-5,73913F-HRTimeline
Keudell/Morrison Wealth Management28,181$2.26M0.53%+4,74613F-HRTimeline
POM Investment Strategies, LLC28,039$2.25M2.63%new13F-HRTimeline
Mascagni Wealth Management, Inc.27,783$2.23M2.22%013F-HR/ATimeline
Lionshead Wealth Management, LLC27,746$2.23M2.32%-8,09013F-HRTimeline
Financial Futures Ltd Liability Co.27,710$2.23M1.26%-2,91113F-HRTimeline
Integrity Wealth Solutions LLC27,579$2.22M1.2%+1,54813F-HRTimeline
EP Wealth Advisors, LLC27,471$2.21M0.02%-4,08013F-HRTimeline
Wrenne Financial Planning LLC27,108$2.18M1.16%-15113F-HRTimeline
Chicago Partners Investment Group LLC24,991$2.09M0.07%+10,94913F-HRTimeline
Banco BTG Pactual S.A.25,970$2.09M0.52%-9,36613F-HRTimeline
Gateway Wealth Partners, LLC25,814$2.07M0.47%+2,37013F-HRTimeline
AIFG Consultants Ltd.25,319$2.03M3.35%-2,08813F-HRTimeline
Wealth Advisors Northwest LLC25,275$2.03M1.29%-1,24713F-HRTimeline
Wilkins Miller Wealth Management, LLC24,917$2M1.51%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…24,840$1.99M0.01%-191,99013F-HRTimelineGroup
Advance Capital Management, Inc.24,266$1.95M0.09%+36013F-HRTimeline
WCG Wealth Advisors LLC24,198$1.94M0.15%-90413F-HR/ATimeline
Rede Wealth, LLC24,191$1.94M0.69%+8313F-HRTimeline
Y-Intercept (Hong Kong) Ltd23,984$1.93M0.13%+18,10813F-HRTimeline
Brookwood Investment Group LLC23,873$1.92M0.33%13F-HRTimeline
Buck Wealth Strategies, LLC23,824$1.91M0.35%new13F-HRTimeline
WORLD EQUITY GROUP, INC.23,656$1.9M0.54%+15,75013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.23,449$1.88M<0.01%new13F-HRTimelineGroup
MCDONALD PARTNERS LLC23,295$1.87M0.49%-2913F-HRTimeline
INSPIRE TRUST CO, N.A.23,100$1.86M0.44%-4,73713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC22,764$1.83M1.5%new13F-HRTimeline
SYNOVUS FINANCIAL CORP22,700$1.82M0.02%-4,19213F-HRTimeline
Rehmann Capital Advisory Group22,588$1.82M0.11%+4613F-HRTimeline
Curran Financial Partners, LLC22,539$1.81M0.44%+90713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC22,509$1.81M0.06%-6,94613F-HRTimeline
Stone Summit Wealth LLC22,467$1.81M0.61%+1,15013F-HRTimeline
Pinnacle Family Advisors, LLC22,431$1.8M0.98%-31,89913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,404$1.8M0.02%+3,14913F-HRTimeline
Raab & Moskowitz Asset Management LLC22,024$1.77M0.45%-2,71513F-HRTimeline
Pinion Investment Advisors, LLC21,994$1.77M0.39%+10,34813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,954$1.76M0.01%+7,50513F-HRTimelineGroup
Safeguard Financial, LLC21,764$1.75M0.38%-28213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/21,699$1.74M<0.01%+2,95713F-HRTimelineGroup
Visionary Wealth Advisors21,697$1.74M0.1%+7,11313F-HRTimeline
MGO ONE SEVEN LLC21,424$1.72M0.07%-26,41713F-HRTimeline
MITCHELL SINKLER & STARR/PA21,265$1.71M0.48%+1,92513F-HRTimeline
STEVENS CAPITAL PARTNERS20,700$1.66M0.78%+11,44513F-HRTimeline
Kuhn & Co Investment Counsel20,695$1.66M1.4%+1,61513F-HRTimeline
Meridian Financial Advisors, LLC20,266$1.63M1.14%+46913F-HRTimeline
Belpointe Asset Management LLC20,262$1.63M0.08%-18413F-HRTimeline
BLB&B Advisors, LLC20,231$1.63M0.08%+1,00513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC20,025$1.61M0.05%013F-HRTimeline
Vantage Point Financial LLC19,856$1.6M0.8%-1,11713F-HRTimeline
Fourth Dimension Wealth, LLC19,807$1.59M0.77%+3,97313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,274$1.55M<0.01%-11,47913F-HRTimelineGroup
Onyx Bridge Wealth Group LLC19,209$1.54M0.22%-4,62313F-HRTimeline
L.M. KOHN & COMPANY19,096$1.53M0.4%+86413F-HRTimeline
JERICHO FINANCIAL, LLP19,049$1.53M1.11%-33313F-HRTimeline
HBW ADVISORY SERVICES LLC18,986$1.53M0.22%+18713F-HRTimeline
Rialto Wealth Management, LLC18,957$1.52M0.48%-5413F-HRTimeline
Turtle Creek Wealth Advisors, LLC18,914$1.52M0.23%013F-HRTimeline
Ring Mountain Capital, LLC18,909$1.52M1.14%-34313F-HRTimeline
Simplicity Wealth,LLC18,832$1.51M0.12%-3,29613F-HRTimeline
Bridgewealth Advisory Group, LLC18,797$1.51M1.99%-85,72613F-HRTimeline
Tradition Wealth Management, LLC18,787$1.51M0.13%+73813F-HRTimeline
Independent Advisor Alliance18,779$1.51M0.05%-1,579,33113F-HRTimeline
&PARTNERS18,812$1.51M0.02%+14,90213F-HRTimeline
KPP Advisory Services LLC18,675$1.5M0.29%-8,56713F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.17,775$1.48M1.32%-4313F-HRTimeline
MKT Advisors LLC20,222$1.47M0.69%+4,02013F-HRTimeline
Fragasso Financial Advisors Inc18,217$1.46M0.11%-2,55613F-HRTimeline
Three Bridge Wealth Advisors, LLC18,200$1.46M0.51%013F-HRTimeline
Optivise Advisory Services LLC18,177$1.46M0.82%-2,40513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.18,167$1.46M<0.01%-1,02713F-HRTimelineGroup
Lifeworks Advisors, LLC18,149$1.46M0.24%-5,37913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …17,972$1.45M0.09%+2,26813F-HRTimelineGroup
McAdam, LLC18,027$1.45M0.09%-3,79013F-HRTimeline
AMJ Financial Wealth Management17,864$1.44M0.43%-4213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,773$1.43M0.09%+4813F-HRTimeline
Ignite Planners, LLC17,194$1.43M0.28%+93413F-HRTimeline
WHITE PINE CAPITAL LLC17,694$1.42M0.49%+43513F-HRTimeline
GWN SECURITIES INC.17,543$1.41M0.08%new13F-HRTimeline
Latitude Advisors, LLC17,130$1.38M0.8%+2,85713F-HRTimeline
Regal Investment Advisors LLC17,098$1.37M0.11%-2,78913F-HRTimeline
PINNACLE ASSOCIATES LTD17,024$1.37M0.02%013F-HRTimeline
Perigon Wealth Management, LLC16,917$1.36M0.03%-42813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,843$1.36M0.12%-10,50813F-HR/ATimeline
Tyler-Stone Wealth Management16,733$1.34M0.24%-40613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,696$1.34M0.66%+4,34213F-HRTimeline
CAMDEN NATIONAL BANK16,640$1.34M0.2%+3,75413F-HRTimeline
Grant Private Wealth Management Inc16,580$1.33M1.44%-1,01513F-HRTimeline
49 WEALTH MANAGEMENT, LLC16,474$1.32M0.16%+1,29613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.16,199$1.3M1.15%+33913F-HRTimeline
Stonebridge Financial Planning Group, L…16,199$1.3M0.59%-1,07513F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.16,222$1.3M0.56%-51813F-HRTimeline
Composition Wealth, LLC16,112$1.29M0.03%-29913F-HRTimeline
MATHER GROUP, LLC.16,063$1.29M0.01%-93013F-HRTimeline
NorthCoast Asset Management LLC16,019$1.29M0.01%-1,23113F-HR/ATimeline
Cresset Asset Management, LLC15,670$1.26M0.01%+2,05213F-HRTimeline
Saxony Capital Management, LLC15,560$1.25M1.1%-22,41013F-HRTimeline
Capital Management Associates, Inc15,514$1.25M0.28%+10,07513F-HRTimeline
MAI Capital Management15,284$1.23M0.01%-86613F-HRTimeline
FIDELITY D & D BANCORP INC15,263$1.23M0.81%013F-HRTimeline
Better Money Decisions, LLC15,213$1.22M0.82%+88213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P15,143$1.22M<0.01%new13F-HRTimelineGroup
Gryphon Financial Partners LLC15,047$1.21M0.17%+3113F-HRTimeline
FIRST FINANCIAL CORP /IN/15,032$1.21M0.58%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,943$1.2M0.01%013F-HRTimelineGroup
Interchange Capital Partners, LLC14,936$1.2M0.34%-39813F-HRTimeline
PFG Advisors14,789$1.19M0.07%+84213F-HRTimeline
FreeGulliver LLC14,787$1.19M0.6%-1,71913F-HRTimeline
Barnes Wealth Management Group, Inc14,670$1.18M0.76%-35813F-HRTimeline
KM Capital Management Ltd.14,632$1.18M0.63%-46013F-HRTimeline
Wallace Advisory Group, LLC13,193$1.16M0.8%+4,21413F-HRTimeline
CW Advisors, LLC14,092$1.15M0.01%new13F-HRTimeline
ALTFEST L J & CO INC14,339$1.15M0.14%+30613F-HRTimeline
LWM Advisory Services, LLC14,323$1.15M0.8%-1,21213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,292$1.15M0.1%013F-HRTimelineGroup
Quadcap Wealth Management, LLC14,181$1.14M0.17%-2,78613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…14,068$1.13M0.4%+3,93913F-HRTimeline
HUB Investment Partners, LLC14,023$1.13M0.05%+5,40713F-HRTimeline
PCG Wealth Advisors, LLC13,987$1.12M0.39%+2,88213F-HRTimeline
Ethos Financial Group, LLC12,791$1.12M0.11%+7713F-HRTimeline
John W. Brooker & Co., CPAs13,981$1.12M0.46%+12113F-HRTimeline
McGlone Suttner Wealth Management, Inc.13,850$1.11M0.18%new13F-HRTimeline
Arcadia Wealth Management, LLC13,803$1.11M0.55%+2,10713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,725$1.1M0.03%-33,57213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13,697$1.1M0.43%+19413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC13,657$1.1M0.43%-75413F-HRTimeline
WNY Asset Management, LLC13,595$1.09M0.13%-9,24413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC13,562$1.09M0.3%+5,63313F-HRTimeline
CHURCHILL MANAGEMENT Corp13,540$1.09M0.01%-72813F-HRTimeline
Fiduciary Alliance LLC13,533$1.09M0.11%+3,01213F-HRTimeline
FLOW TRADERS U.S. LLC13,482$1.08M0.05%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,460$1.08M<0.01%+27313F-HRTimelineGroup
Tilson Financial Group, Inc.13,450$1.08M0.43%-2,13813F-HRTimeline
Legacy Edge Advisors, LLC13,396$1.08M0.17%+2,40213F-HRTimeline