Skip to content
Disclosery

SPYG SPDR SERIES TRUST

Follow

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
EWG Elevate Inc.44,969$4.7M1.47%+41,66113F-HRTimeline
MGO ONE SEVEN LLC44,589$4.66M0.11%+5,64413F-HRTimeline
QUADRANT CAPITAL GROUP LLC44,532$4.65M0.15%013F-HRTimeline
Betterment LLC44,403$4.64M0.01%-1,28713F-HRTimeline
NORDEN GROUP LLC44,031$4.6M0.47%-85613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO43,855$4.58M0.98%-76813F-HRTimeline
Foundations Investment Advisors, LLC43,609$4.56M0.07%+2,97913F-HRTimeline
Luken Investment Analytics, LLC43,604$4.56M1.78%-22813F-HRTimeline
Compass Financial Services Inc43,382$4.53M2.01%+9,46813F-HRTimeline
Opal Wealth Advisors, LLC43,257$4.52M1.26%+1,54813F-HRTimeline
Continuum Advisory, LLC43,018$4.5M0.48%+1,01213F-HRTimeline
Aventus Investment Advisors, Inc.42,886$4.48M3.82%+26813F-HRTimeline
Partners in Financial Planning42,781$4.47M0.77%-46413F-HRTimeline
Modera Wealth Management, LLC42,754$4.47M0.05%-1,12113F-HRTimeline
American Trust42,734$4.47M0.38%+82313F-HRTimeline
FCG Investment Co42,626$4.45M2.09%+2,48113F-HRTimeline
RDA Financial Network42,496$4.44M1.1%-1,46813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP42,278$4.42M0.09%-1,76613F-HRTimeline
Strategic Blueprint, LLC42,078$4.4M0.19%+21113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…41,894$4.38M1.24%+6,68413F-HRTimeline
Boulder Wealth Advisors, LLC41,779$4.37M2.03%13F-HRTimeline
Sequoia Financial Advisors, LLC41,666$4.35M0.03%-5,62313F-HRTimeline
Coppell Advisory Solutions LLC41,746$4.34M0.46%-5,04113F-HRTimeline
Dynamic Wealth Strategies, LLC41,285$4.31M2.88%+12,14313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC40,877$4.27M1.31%-91813F-HRTimeline
WealthShield Partners, LLC40,357$4.22M0.48%+7,31513F-HRTimeline
AGH Wealth Advisors, LLC40,255$4.21M3.09%-21313F-HRTimeline
Savvy Advisors, Inc.39,767$4.16M0.19%-5913F-HRTimeline
MBL Wealth, LLC39,672$4.15M0.36%+1,85913F-HRTimeline
Pinnacle Family Advisors, LLC39,196$4.1M1.79%+9,78713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC38,796$4.05M0.39%-2,10313F-HRTimelineGroup
Cavalier Investments, LLC38,734$4.05M1.63%-1,26613F-HRTimeline
Saxony Capital Management, LLC38,279$4M2.64%+6,46613F-HRTimeline
Ausdal Financial Partners, Inc.38,095$3.98M0.19%+10,82013F-HRTimeline
Sightline Wealth Advisors, LLC37,793$3.95M1.78%-1,31213F-HRTimeline
Alliance Wealth Advisors, LLC /UT37,380$3.91M0.92%-39613F-HRTimeline
Towerpoint Wealth, LLC37,164$3.88M1.59%-1,59513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC36,458$3.81M0.02%+7,43913F-HRTimeline
Onyx Bridge Wealth Group LLC36,230$3.79M0.41%+20,24513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP36,147$3.78M0.23%+3,33413F-HRTimeline
IFP Advisors, Inc35,973$3.76M0.1%-5,28913F-HR/ATimeline
BLAIR WILLIAM & CO/IL35,810$3.74M0.01%-1,68513F-HRTimeline
Investor's Fiduciary Advisor Network, L…35,797$3.74M1.27%-35713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC35,497$3.71M0.67%013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC35,173$3.68M0.91%-1,66813F-HRTimeline
Milestone Asset Management Group, LLC35,132$3.67M2.31%+1,20113F-HRTimeline
Winthrop Advisory Group LLC35,068$3.66M0.32%-1313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC34,835$3.64M0.62%-1,97713F-HRTimeline
RKL Wealth Management LLC33,725$3.52M0.3%-2,53313F-HRTimeline
Larson Financial Group LLC33,617$3.51M0.12%-2,01413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC33,236$3.47M0.22%+2613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC32,954$3.44M0.87%-6,21513F-HRTimeline
Nvest Financial, LLC32,881$3.44M1.97%-10,70413F-HRTimeline
Aspetuck Financial Management LLC32,517$3.4M2.33%-30313F-HRTimeline
Marietta Wealth Management, LLC32,297$3.38M0.41%013F-HRTimeline
Valeo Financial Advisors, LLC32,241$3.37M0.08%+45313F-HRTimeline
OBSIDIAN CIO, LLC31,586$3.3M0.43%+26613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…31,371$3.28M0.58%+31,36913F-HRTimeline
Pinnacle Wealth Management, LLC31,349$3.28M2.21%-33713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources31,187$3.26M<0.01%-10113F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV30,480$3.26M1.42%013F-HRTimeline
Chicago Partners Investment Group LLC29,904$3.25M0.09%+1,63013F-HRTimeline
Summit Investment Advisory Services, LLC31,062$3.25M1.29%-1,54413F-HR/ATimeline
&PARTNERS30,940$3.23M0.02%+4,91313F-HRTimeline
Wilkins Miller Wealth Management, LLC30,566$3.19M1.98%-21713F-HRTimeline
Wells Financial Advisors INC30,557$3.19M4.27%-1,13513F-HRTimeline
WealthTrak Capital Management LLC30,413$3.18M2.62%-21,52913F-HRTimeline
Turtle Creek Wealth Advisors, LLC29,896$3.12M0.28%+10,98213F-HRTimeline
LOWERY THOMAS, LLC29,402$3.07M1.77%-27113F-HRTimeline
Wrenne Financial Planning LLC29,217$3.05M1.31%-313F-HRTimeline
Shum Financial Group, Inc.29,203$3.05M2.28%13F-HRTimeline
Intrua Financial, LLC29,077$3.04M0.36%+2,94513F-HRTimeline
Yukon Wealth Management, Inc.29,073$3.04M1%+4213F-HRTimeline
SkyOak Wealth, LLC29,010$3.03M0.57%-3,57313F-HRTimeline
B. Riley Wealth Advisors, Inc.28,989$3.03M0.15%+3,40913F-HRTimeline
Financial Network Wealth Advisors LLC28,812$3.01M3.29%+85713F-HRTimeline
Caprock Group, LLC30,219$3.01M0.07%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,600$2.99M<0.01%-59,80013F-HRTimeline
Global Strategic Investment Solutions, …28,460$2.97M0.3%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC28,331$2.96M1.47%-64313F-HRTimeline
Robinswood Financial LLC27,905$2.92M0.97%+20,81513F-HRTimeline
Balefire, LLC27,837$2.91M0.58%+6,92213F-HRTimeline
Simplicity Wealth,LLC27,679$2.89M0.17%-7,76213F-HRTimeline
Triton Wealth Management, PLLC26,002$2.82M1.07%-15713F-HRTimeline
PFG Private Wealth Management, LLC26,802$2.8M1.25%-218,66013F-HRTimeline
Integrity Wealth Solutions LLC26,802$2.8M1.25%-62613F-HRTimeline
Independent Advisor Alliance26,588$2.78M0.07%+2,27213F-HRTimeline
LANARK FINANCIAL, INC.26,395$2.76M0.21%+6,06113F-HRTimeline
N.E.W. Advisory Services LLC26,300$2.75M0.25%-8313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,229$2.74M<0.01%+3,02213F-HRTimelineGroup
VANCE WEALTH, LLC26,187$2.74M0.84%-49013F-HRTimeline
SIMPLEX TRADING, LLC26,114$2.73M0.06%-6,66413F-HRTimeline
DIVERSIFIED TRUST CO25,997$2.72M0.05%-1,16713F-HRTimeline
Iowa State Bank25,966$2.71M0.52%+7213F-HRTimeline
Milestones Private Investment Advisors …25,672$2.68M1.83%+11813F-HRTimeline
CWA Asset Management Group, LLC25,439$2.66M0.1%-3,56113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC24,150$2.65M0.36%+12,05913F-HRTimeline
Quantinno Capital Management LP25,355$2.65M0.01%+14,35013F-HRTimeline
Freedom Investment Management, Inc.24,866$2.6M0.69%-108,03313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC24,855$2.6M<0.01%+44213F-HRTimelineGroup
Financial Futures Ltd Liability Co.24,685$2.58M1.25%-14513F-HRTimeline
Kuhn & Co Investment Counsel24,230$2.53M2%+18413F-HRTimeline
Tradition Wealth Management, LLC24,115$2.52M0.19%+1,93213F-HRTimeline
MCDONALD PARTNERS LLC24,023$2.51M0.75%+1,61513F-HRTimeline
Stegent Equity Advisors, Inc.23,976$2.51M2.04%-37113F-HRTimeline
Advance Capital Management, Inc.23,763$2.48M0.11%+913F-HRTimeline
ALTFEST L J & CO INC23,686$2.48M0.28%+79613F-HRTimeline
Curran Financial Partners, LLC23,350$2.44M0.48%+13213F-HRTimeline
SYNOVUS FINANCIAL CORP23,142$2.42M0.03%-26713F-HRTimeline
Cornerstone Wealth Group, LLC23,096$2.41M0.16%+5,24113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC22,934$2.4M0.01%+10213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,931$2.4M<0.01%-19,07913F-HRTimelineGroup
MITCHELL SINKLER & STARR/PA22,915$2.39M1.08%+35013F-HRTimeline
STEVENS CAPITAL PARTNERS22,704$2.37M0.71%-1,43913F-HRTimeline
Brookwood Investment Group LLC22,686$2.37M0.31%-3,61713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO34,256$2.37M0.25%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC22,250$2.33M0.53%-1,60613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,224$2.32M0.72%-44,72413F-HRTimeline
Meridian Financial Advisors, LLC22,044$2.3M1.3%-7013F-HRTimeline
Wealth Advisors Northwest LLC21,993$2.3M1.11%-2,44113F-HRTimeline
Rehmann Capital Advisory Group21,813$2.28M0.12%-1,15313F-HRTimeline
Banco BTG Pactual S.A.21,633$2.26M0.33%+4,88513F-HRTimeline
CAMDEN NATIONAL BANK21,503$2.25M0.31%+2,48513F-HRTimeline
Hershey Financial Advisers, LLC21,056$2.2M1.89%+4,52813F-HRTimeline
Raab & Moskowitz Asset Management LLC20,878$2.18M0.49%-8113F-HRTimeline
MKT Advisors LLC20,671$2.17M0.81%-50413F-HRTimeline
Peck Wealth Management, LLC20,673$2.16M2.07%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC20,025$2.09M0.05%013F-HRTimeline
Mascagni Wealth Management, Inc.20,015$2.09M1.62%-1,38413F-HRTimeline
Visionary Wealth Advisors19,888$2.08M0.1%+2,86913F-HRTimeline
Thrive Capital Management, LLC19,866$2.08M0.54%-1,19513F-HRTimeline
Coastal Bridge Advisors, LLC24,459$2.04M0.15%+1,49813F-HRTimeline
Perigon Wealth Management, LLC19,505$2.04M0.04%-21413F-HRTimeline
JERICHO FINANCIAL, LLP19,351$2.02M1.23%+17713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC19,285$2.02M1.4%-39813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich19,068$1.99M0.01%new13F-HRTimeline
Rialto Wealth Management, LLC19,025$1.99M0.51%+7413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,914$1.98M<0.01%-11413F-HRTimelineGroup
WHITE PINE CAPITAL LLC18,854$1.97M0.56%+88513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co18,850$1.97M<0.01%+11,49713F-HRTimelineGroup
MAI Capital Management18,821$1.97M0.01%+3,63413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC18,815$1.97M0.12%-36513F-HRTimeline
Tradewinds Capital Management, LLC18,778$1.96M0.44%-1,80413F-HRTimeline
Ring Mountain Capital, LLC18,750$1.96M1.09%-10313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,754$1.96M0.51%+80313F-HRTimeline
Strategic Wealth Partners, Ltd.18,664$1.95M0.15%+61813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.18,625$1.95M<0.01%+2,31413F-HRTimelineGroup
Fiduciary Alliance LLC18,614$1.95M0.13%+2,94913F-HRTimeline
INSPIRE TRUST CO, N.A.18,567$1.94M0.35%+15,06013F-HRTimeline
AMJ Financial Wealth Management18,566$1.94M0.47%+56713F-HRTimeline
Belpointe Asset Management LLC18,540$1.94M0.07%-84013F-HRTimeline
HBW ADVISORY SERVICES LLC18,510$1.93M0.22%-30513F-HRTimeline
Cresset Asset Management, LLC18,422$1.93M0.01%+95613F-HR/ATimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC18,359$1.91M0.18%+10613F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC18,200$1.9M0.49%013F-HRTimeline
HRT FINANCIAL LP17,940$1.87M0.01%-10,22113F-HRTimeline
Fund Evaluation Group, LLC17,915$1.87M0.07%new13F-HRTimeline
Optivise Advisory Services LLC17,895$1.87M1.11%-913F-HRTimeline
Lifeworks Advisors, LLC17,854$1.87M0.25%013F-HRTimeline
Verdence Capital Advisors LLC17,119$1.85M0.11%+7,24513F-HRTimeline
McAdam, LLC17,634$1.84M0.09%-55813F-HRTimeline
Koss-Olinger Consulting, LLC19,065$1.82M0.15%013F-HRTimeline
Fourth Dimension Wealth, LLC17,381$1.82M0.69%-1,11113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,282$1.81M0.11%+2,43213F-HRTimeline
49 WEALTH MANAGEMENT, LLC17,254$1.8M0.17%-2,34813F-HRTimeline
PINNACLE ASSOCIATES LTD17,024$1.78M0.02%013F-HRTimeline
Ignite Planners, LLC16,786$1.75M0.29%-1013F-HRTimeline
SFMG, LLC16,784$1.75M0.12%new13F-HRTimeline
Regal Investment Advisors LLC16,767$1.75M0.11%-7013F-HRTimeline
Stonebridge Financial Planning Group, L…16,381$1.71M0.64%+96713F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.16,234$1.7M0.62%-113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.16,195$1.69M1.24%+113F-HRTimeline
PCG Wealth Advisors, LLC16,170$1.69M0.49%+1,88613F-HRTimeline
Fragasso Financial Advisors Inc16,014$1.68M0.1%+45613F-HRTimeline
Barnes Wealth Management Group, Inc15,917$1.66M0.92%+7013F-HRTimeline
Arcadia Wealth Management, LLC15,779$1.65M0.65%+35013F-HRTimeline
Latitude Advisors, LLC15,760$1.65M0.75%-1,54513F-HRTimeline
Grant Private Wealth Management Inc15,631$1.63M1.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,625$1.63M0.01%+18913F-HRTimelineGroup
FIDELITY D & D BANCORP INC15,263$1.6M0.88%013F-HRTimeline
FIRST FINANCIAL CORP /IN/15,032$1.57M0.62%013F-HRTimeline
Krilogy Financial LLC14,422$1.54M0.06%new13F-HRTimeline
WORLD EQUITY GROUP, INC.14,728$1.54M0.35%-1,82313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,514$1.52M0.51%-1,98213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,416$1.51M0.02%+6,82913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC14,292$1.49M0.09%013F-HRTimelineGroup
Vantage Point Financial LLC14,248$1.49M0.58%+1,96913F-HRTimeline
LWM Advisory Services, LLC14,164$1.48M0.86%+45013F-HRTimeline
Interchange Capital Partners, LLC14,116$1.48M0.29%-56913F-HRTimeline
Hutchinson Financial Advisors, INC14,112$1.47M1.45%-19913F-HRTimeline
KM Capital Management Ltd.14,007$1.46M0.68%+1,78213F-HRTimeline
rebel Financial LLC0$1.45M0.63%-13,99213F-HRTimelineAmount filed as zero, left out of ratios.
Jackson, Grant Investment Advisers, Inc.13,737$1.44M0.48%+1513F-HRTimeline
CALTON & ASSOCIATES, INC.13,666$1.43M0.21%+6,20213F-HRTimeline
Quadcap Wealth Management, LLC13,640$1.43M0.17%-54013F-HRTimeline
SevenBridge Financial Group, LLC13,273$1.42M0.23%+2,73313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.13,587$1.42M0.1%-84013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,484$1.41M0.04%+11,85213F-HRTimelineGroup
HUB Investment Partners, LLC13,356$1.4M0.05%+1,96813F-HRTimeline
River Street Advisors LLC13,202$1.38M0.53%+6513F-HRTimeline