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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
MY Wealth Management Inc.13,340$1.17M1.17%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,187$1.16M<0.01%-913F-HRTimelineGroup
Tempus Wealth Planning, LLC13,097$1.15M0.35%-98413F-HRTimeline
GGM Financial LLC13,027$1.15M1.22%-1,83713F-HRTimeline
CAMDEN NATIONAL BANK12,886$1.13M0.17%+5,67513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIGROUP INCin group CITIGROUP INC12,778$1.12M<0.01%-2,87113F-HRTimelineGroup
Bay Capital Advisors, LLC12,715$1.12M0.9%13F-HRTimeline
Ethos Financial Group, LLC12,714$1.12M0.15%new13F-HRTimeline
River Street Advisors LLC12,599$1.11M0.57%+11013F-HRTimeline
First Horizon Advisors, Inc.12,572$1.11M0.03%-38913F-HRTimeline
Twelve Points Wealth Management LLC12,374$1.09M0.31%-1513F-HRTimeline
Sandy Spring Bank12,355$1.09M0.04%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,354$1.09M0.58%+7,07613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC12,312$1.08M0.27%+1,77713F-HRTimeline
Sunesis Advisors, LLC12,221$1.07M0.65%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…12,170$1.07M1.11%13F-HRTimeline
Waldron Private Wealth LLC12,145$1.07M0.04%-35813F-HRTimeline
Ayalon Insurance Comp Ltd.12,122$1.07M0.33%013F-HRTimeline
Fingerlakes Wealth Management, Inc.12,119$1.07M0.86%-27213F-HRTimeline
Schechter Investment Advisors, LLC12,107$1.06M0.08%+81213F-HRTimeline
Caldwell Trust Co12,038$1.06M0.11%+47013F-HRTimeline
Certified Advisory Corp11,942$1.05M0.11%+11113F-HRTimeline
Azimuth Capital Investment Management L…11,925$1.05M0.04%new13F-HRTimeline
Bill Few Associates, Inc.11,914$1.05M0.37%-27013F-HRTimeline
TFB Advisors LLC11,859$1.04M0.3%+51313F-HRTimeline
MATAURO, LLC11,713$1.03M0.22%13F-HRTimeline
Arcadia Wealth Management, LLC11,696$1.03M0.52%+1,46113F-HRTimeline
Claris Financial LLC11,686$1.03M0.68%13F-HRTimeline
Innovative Wealth Building LLC11,658$1.02M0.93%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…11,654$1.02M0.21%+3,71513F-HRTimeline
Pinion Investment Advisors, LLC11,646$1.02M0.41%-59713F-HRTimeline
Summit Trail Advisors, LLC11,499$1.01M0.04%+75013F-HRTimeline
SIGNATUREFD, LLC11,474$1.01M0.02%-79013F-HRTimeline
17 CAPITAL PARTNERS, LLC11,400$1M0.63%new13F-HRTimeline
Sovereign Financial Group, Inc.11,271$991K0.23%-40713F-HRTimeline
WJ Wealth Management, LLC11,152$980K0.34%-14013F-HRTimeline
Confluence Wealth Services, Inc.10,576$977K0.06%-1,96413F-HRTimeline
Sovran Advisors, LLC11,222$977K0.14%13F-HRTimeline
PCG Wealth Advisors, LLC11,105$976K0.36%new13F-HRTimeline
Sunbelt Securities, Inc.11,000$975K0.09%-313F-HRTimeline
Legacy Edge Advisors, LLC10,994$975K0.15%+93313F-HRTimeline
Advisor Resource Council11,059$972K0.7%+3,73913F-HRTimeline
Consolidated Portfolio Review Corp11,004$967K0.15%new13F-HRTimeline
Prosperity Planning, Inc.10,878$956K0.31%-1,23013F-HRTimeline
Advus Financial Partners, LLC10,860$955K0.41%013F-HR/ATimeline
Quantinno Capital Management LP10,749$945K0.01%new13F-HRTimeline
Lantz Financial LLC10,744$944K0.25%-32913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,709$941K0.24%013F-HRTimelineGroup
Beacon Bank & Trust10,551$927K0.22%-22113F-HRTimeline
Fiduciary Alliance LLC10,521$925K0.09%+2,21913F-HRTimeline
SFG Wealth Management, LLC.10,476$921K0.48%+6613F-HRTimeline
Sowell Financial Services LLC10,395$914K0.05%-19,20813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,375$912K0.13%+14613F-HRTimeline
TrinityPoint Wealth, LLC10,372$912K0.13%+1,24613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,294$905K<0.01%new13F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…10,129$890K0.34%+1,68113F-HRTimeline
Snowden Capital Advisors LLC10,057$884K0.03%+18513F-HRTimeline
Plante Moran Financial Advisors, LLC9,887$869K0.07%-1,28113F-HRTimeline
AdvisorNet Financial, Inc9,863$867K0.07%+1,01913F-HRTimeline
DAHRING | CUSMANO LLC9,773$859K0.78%13F-HRTimeline
FC Advisory LLC9,728$855K0.29%-2,14313F-HRTimeline
Apella Capital, LLC9,688$852K0.03%+213F-HRTimeline
CWA Asset Management Group, LLC9,533$838K0.04%+33113F-HRTimeline
OmniStar Financial Group, Inc.9,490$836K0.67%+59513F-HRTimeline
Retirement Planning Group, LLC9,401$826K0.04%-2213F-HRTimeline
FFT WEALTH MANAGEMENT LLC9,377$824K0.06%+3,74913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,326$820K0.06%-41713F-HRTimelineGroup
STEVENS CAPITAL PARTNERS9,255$814K0.37%+2813F-HRTimeline
WILLNER & HELLER, LLC9,199$809K0.71%-4113F-HRTimeline
Lion Street Advisors, LLC9,148$804K0.26%+6,63013F-HRTimeline
Wallington Asset Management, LLC8,830$776K0.11%-97013F-HRTimeline
Sheaff Brock Investment Advisors, LLC8,761$770K0.07%+2,84613F-HRTimeline
HUB Investment Partners, LLC8,616$757K0.03%-35613F-HRTimeline
PKS Advisory Services, LLC8,570$753K0.19%13F-HRTimeline
626 Financial, LLC8,542$751K0.4%013F-HRTimeline
Iron Horse Wealth Management, LLC8,521$749K0.25%-13713F-HRTimeline
Laurel Wealth Advisors LLC8,485$746K0.12%+37613F-HRTimeline
Wallace Advisory Group, LLC8,979$745K0.51%-50313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,305$736K0.41%new13F-HRTimeline
Crescent Sterling, Ltd.8,354$734K0.75%-7513F-HRTimeline
Castleview Partners, LLC8,335$732K0.39%-1113F-HR/ATimeline
Diversified Enterprises, LLC8,300$730K0.07%+12613F-HRTimeline
Procyon Advisors, LLC8,214$722K0.05%-91813F-HRTimeline
4WEALTH ADVISORS, INC.8,200$721K0.74%13F-HRTimeline
One Charles Private Wealth Services, LLC8,176$719K0.24%+1013F-HRTimeline
Texas Yale Capital Corp.8,139$715K0.03%+53013F-HRTimeline
Brio Consultants, LLC8,102$712K0.11%+113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA8,067$709K0.05%013F-HRTimelineGroup
Schrum Private Wealth Management LLC8,064$709K0.6%-6,77213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,929$697K0.18%new13F-HR/ATimeline
WORLD EQUITY GROUP, INC.7,906$695K0.15%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,689$676K0.02%-113F-HRTimeline
WOLVERINE TRADING, LLC7,555$670K0.02%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,480$658K0.05%-2,00513F-HRTimelineGroup
NewEdge Wealth, LLC7,378$649K0.01%+84413F-HRTimeline
Altman Advisors, Inc.41,857$647K0.28%+34,51813F-HRTimeline
Aprio Wealth Management, LLC7,313$643K0.09%-1,28613F-HRTimeline
Principle Wealth Partners LLC7,277$640K0.04%+14513F-HRTimeline
Permanens Capital L.P.7,270$639K0.12%-44713F-HRTimeline
Farther Finance Advisors, LLC7,268$639K0.02%-59,61613F-HRTimeline
Smith Anglin Financial, LLC7,240$636K0.06%+44613F-HRTimeline
Ellevest, Inc.7,204$633K0.04%013F-HRTimeline
Empower Advisory Group, LLC7,194$632K<0.01%-2,71213F-HRTimeline
Redwood Financial Network Corp7,186$632K0.47%-21013F-HRTimeline
Venturi Wealth Management, LLC7,127$626K0.03%+13913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,104$624K<0.01%-37113F-HRTimelineGroup
NBW CAPITAL LLC6,997$615K0.11%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,984$614K0.27%+1,33713F-HRTimeline
Cable Hill Partners, LLC6,975$613K0.06%-1,71213F-HRTimeline
TFR Capital, LLC.6,970$613K0.3%13F-HRTimeline
Teamwork Financial Advisors, LLC6,965$612K0.08%-35513F-HRTimeline
Capital Investment Advisors, LLC6,953$611K0.01%+1,32013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,948$611K<0.01%013F-HRTimelineGroup
Hiley Hunt Wealth Management6,922$608K0.34%-6613F-HRTimeline
Solutions 4 Wealth, Ltd6,911$607K1.1%+513F-HRTimeline
McClarren Financial Advisors, Inc.6,862$603K1.69%+2,82813F-HRTimeline
Focus Financial Network, Inc.6,787$597K0.02%-45513F-HRTimeline
Virtue Capital Management, LLC6,784$596K0.12%new13F-HRTimeline
Flagship Private Wealth, LLC6,777$596K0.29%+2,10113F-HRTimeline
Commonwealth Financial Services, LLC6,737$592K0.12%+1713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,613$581K0.05%new13F-HRTimeline
SBI Securities Co., Ltd.6,506$572K0.02%13F-HRTimeline
Caitlin John, LLC6,477$569K0.39%-12113F-HRTimeline
Warren Street Wealth Advisors, LLC6,470$569K0.23%-12613F-HRTimeline
Pure Financial Advisors, LLC6,464$568K0.01%-30813F-HRTimeline
Community Bank, N.A.6,431$565K0.07%-18213F-HRTimeline
Beacon Financial Advisory LLC6,360$559K0.18%+1,40213F-HRTimeline
HRT FINANCIAL LP6,326$556K<0.01%new13F-HRTimeline
Mainstream Capital Management LLC6,229$548K0.38%-4313F-HRTimeline
Fox Financial, Inc6,202$545K0.49%-69113F-HRTimeline
Founders Financial Alliance, LLC6,197$545K0.15%+1,17413F-HRTimeline
JFS WEALTH ADVISORS, LLC6,187$544K0.04%-2,53013F-HRTimeline
Accurate Wealth Management, LLC6,134$542K0.1%+60713F-HRTimeline
Linscomb Wealth, Inc.6,143$540K0.03%+1113F-HRTimeline
Headlands Technologies LLC6,133$539K0.05%new13F-HRTimeline
Prostatis Group LLC6,123$538K0.16%+81513F-HRTimeline
Somerset Trust Co6,098$536K0.2%-10013F-HRTimeline
WEALTHGARDEN F.S. LLC6,057$532K0.5%+22613F-HRTimeline
Worth Financial Advisory Group, LLC6,045$531K0.33%+3,14313F-HRTimeline
Tennessee Valley Asset Management Partn…5,997$527K0.09%-88013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,931$521K0.01%new13F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC5,929$521K0.47%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,876$516K0.03%new13F-HRTimeline
Alpha Cubed Investments, LLC5,875$516K0.02%013F-HRTimeline
Jacobi Capital Management LLC5,851$514K0.04%-30013F-HRTimeline
Delta Financial Group, Inc.5,833$513K0.12%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA5,835$513K0.13%-8013F-HRTimeline
Vawter Financial, Ltd.5,830$512K0.31%-89513F-HRTimeline
SteelPeak Wealth, LLC5,825$512K0.02%+26213F-HRTimeline
TWO SIGMA SECURITIES, LLC5,812$511K0.09%-38513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,803$510K0.05%new13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV5,795$509K0.27%-40013F-HRTimeline
Everstar Asset Management, LLC5,769$507K0.36%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,749$505K0.02%+43013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,747$505K0.04%-19313F-HRTimeline
Orange Investment Advisors, Inc.5,722$503K0.06%-38013F-HRTimeline
Centurion Wealth Management LLC5,719$503K0.16%-54913F-HRTimeline
Integrated Advisors Network LLC5,711$502K0.02%-7013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,694$500K0.01%new13F-HR/ATimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.5,673$499K0.2%+52013F-HRTimeline
McKinley Carter Wealth Services, Inc.5,668$498K0.03%+313F-HRTimeline
Balentine LLC5,625$494K0.02%+113F-HRTimeline
IMA Advisory Services, Inc.5,585$491K0.06%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,558$489K<0.01%new13F-HRTimelineGroup
Strategies Wealth Advisors, LLC5,341$488K0.06%-65613F-HRTimeline
AVISO WEALTH MANAGEMENT5,533$486K0.25%-13013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,417$484K0.1%-13913F-HRTimeline
Main Street Financial Solutions, LLC5,491$483K0.05%+47713F-HRTimeline
Copley Financial Group, Inc.5,458$480K0.37%+3,86113F-HRTimeline
Bremer Bank National Association5,441$478K0.09%+13913F-HRTimeline
Capital Management Associates, Inc5,439$478K0.18%+1013F-HRTimeline
SWMG, LLC5,190$477K0.19%-16413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,358$471K0.01%013F-HRTimelineGroup
ProVise Management Group, LLC5,332$469K0.04%-35813F-HRTimeline
McDonough Capital Management, Inc5,332$469K0.29%+7313F-HRTimeline
GREENLEAF TRUST5,287$465K<0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,241$461K0.03%new13F-HRTimelineGroup
Fusion Capital, LLC5,223$459K0.19%+713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC5,135$451K0.02%-7513F-HRTimeline
Wedmont Private Capital5,150$451K0.02%+74313F-HRTimeline
Financial Insights, Inc.5,115$450K0.17%-17,86413F-HRTimeline
EWG Elevate Inc.5,104$449K0.14%-16713F-HRTimeline
SIMON QUICK ADVISORS, LLC5,095$448K0.03%new13F-HRTimeline
JT Stratford LLC5,090$447K0.07%+24613F-HRTimeline
Kropog Financial Group, LLC5,070$446K0.41%13F-HRTimeline
Accel Wealth Management5,024$442K0.17%+113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,991$439K<0.01%-1,32413F-HRTimelineGroup
Rockline Wealth Management, LLC4,984$438K0.12%+50713F-HRTimeline
Coordinated Financial Services, Inc.4,979$438K0.34%13F-HRTimeline
Ballentine Partners, LLC4,915$432K0.01%+1,05013F-HRTimeline
Valtinson Bruner Financial Planning LLC4,906$431K0.15%+18713F-HRTimeline
Gratus Wealth Advisors, LLC4,879$429K0.07%-38,72013F-HRTimeline
Samalin Investment Counsel, LLC4,860$427K0.18%+7513F-HRTimeline
Ballast, Inc.4,859$427K0.12%-15613F-HRTimeline
Global Financial Private Client, LLC4,848$426K0.16%-913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,842$426K0.04%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC4,829$424K0.05%013F-HRTimeline
AMG National Trust Bank4,800$422K0.01%013F-HRTimeline
Sage Mountain Advisors LLC4,788$421K0.03%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,722$415K0.01%-16513F-HRTimeline