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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
Verdence Capital Advisors LLC13,347$1.07M0.08%-2,40813F-HRTimeline
MY Wealth Management Inc.13,340$1.07M1.04%013F-HRTimeline
GeoWealth Management, LLC13,286$1.07M0.04%-81,48113F-HRTimeline
Tempus Wealth Planning, LLC13,218$1.06M0.32%+12113F-HRTimeline
SIGNATUREFD, LLC13,168$1.06M0.02%+1,69413F-HRTimeline
MATAURO, LLC13,164$1.06M0.21%+1,45113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.13,152$1.06M0.08%-82913F-HRTimelineGroup
Centerpoint Advisors, LLC13,071$1.05M0.39%-1,69813F-HRTimeline
Altman Advisors, Inc.73,182$1.05M0.48%+31,32513F-HRTimeline
Sterling Investment Advisors, Ltd.12,799$1.03M0.25%new13F-HRTimeline
Claris Financial LLC11,686$1.03M0.68%013F-HRTimeline
River Street Advisors LLC12,780$1.03M0.51%+18113F-HRTimeline
Summit Trail Advisors, LLC12,610$1.01M0.03%+1,11113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,506$1.01M0.03%-49,41713F-HRTimelineGroup
First Horizon Advisors, Inc.12,497$1M0.03%-7513F-HRTimeline
Sandy Spring Bank12,455$1M0.04%+10013F-HRTimeline
Bay Capital Advisors, LLC12,317$990K0.82%-39813F-HRTimeline
Callan Capital, LLC12,277$987K0.07%new13F-HRTimeline
Sunesis Advisors, LLC12,221$982K0.53%013F-HRTimeline
Twelve Points Wealth Management LLC12,209$981K0.27%-16513F-HRTimeline
Sunbelt Securities, Inc.12,200$981K0.09%+1,20013F-HRTimeline
Waldron Private Wealth LLC12,145$976K0.05%013F-HRTimeline
Quantinno Capital Management LP12,135$975K0.01%+1,38613F-HRTimeline
Ayalon Insurance Comp Ltd.12,122$974K0.31%013F-HRTimeline
Caldwell Trust Co11,965$962K0.1%-7313F-HRTimeline
Fingerlakes Wealth Management, Inc.11,935$959K0.82%-18413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC11,849$952K0.14%+1,47413F-HRTimeline
Bill Few Associates, Inc.11,690$940K0.34%-22413F-HRTimeline
Certified Advisory Corp11,682$939K0.11%-26013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,598$932K0.22%-71413F-HRTimeline
Consolidated Portfolio Review Corp11,449$920K0.15%+44513F-HRTimeline
B. Riley Wealth Advisors, Inc.11,422$918K0.03%-118,88013F-HRTimeline
Innovative Wealth Building LLC11,263$905K0.83%-39513F-HRTimeline
GGM Financial LLC11,257$905K0.62%-1,77013F-HRTimeline
Coastal Bridge Advisors, LLC14,109$903K0.08%new13F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,209$901K0.01%+5,85113F-HRTimelineGroup
Sovereign Financial Group, Inc.11,199$900K0.21%-7213F-HRTimeline
TFB Advisors LLC11,187$899K0.26%-67213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,137$895K0.02%-12,04713F-HRTimeline
Advus Financial Partners, LLC10,860$873K0.37%013F-HR/ATimeline
Sovran Advisors, LLC11,384$872K0.11%+16213F-HRTimeline
PMG Wealth Management, Inc.10,846$872K0.93%-26,75813F-HRTimeline
Lantz Financial LLC10,746$864K0.24%+213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC10,709$861K0.23%013F-HRTimelineGroup
Cornerstone Wealth Group, LLC10,593$851K0.07%+8,01113F-HRTimeline
Prosperity Planning, Inc.10,544$847K0.27%-33413F-HRTimeline
SevenBridge Financial Group, LLC9,670$844K0.17%new13F-HRTimeline
SFG Wealth Management, LLC.10,427$838K0.41%-4913F-HRTimeline
AdvisorNet Financial, Inc10,247$824K0.06%+38413F-HRTimeline
Retirement Planning Group, LLC10,194$819K0.04%+79313F-HRTimeline
Orin Green Financial, LLC10,961$816K0.38%new13F-HRTimeline
Confluence Wealth Services, Inc.10,410$815K0.05%-16613F-HRTimeline
Clark Capital Management Group, Inc.9,974$802K0.01%-3,604,31413F-HRTimeline
FFT WEALTH MANAGEMENT LLC9,967$801K0.17%+59013F-HRTimeline
WJ Wealth Management, LLC9,956$800K0.28%-1,19613F-HRTimeline
Beacon Bank & Trust9,789$787K0.19%-76213F-HRTimeline
FC Advisory LLC9,738$783K0.26%+1013F-HRTimeline
Plante Moran Financial Advisors, LLC9,695$779K0.07%-19213F-HRTimeline
Mach-1 Financial Group, LLC9,648$775K0.23%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,440$759K0.05%+11413F-HRTimelineGroup
Sigma Planning Corp9,378$754K0.02%-4,61113F-HRTimeline
OmniStar Financial Group, Inc.9,261$748K0.59%-22913F-HRTimeline
WILLNER & HELLER, LLC9,211$740K0.68%+1213F-HRTimeline
Sheaff Brock Investment Advisors, LLC9,179$738K0.07%+41813F-HRTimeline
Schechter Investment Advisors, LLC9,054$728K0.06%-3,05313F-HRTimeline
DAHRING | CUSMANO LLC9,015$725K0.62%-75813F-HRTimeline
Strategic Financial Concepts, LLC8,878$714K0.13%-24,62313F-HRTimeline
Vantage Financial Partners, LLC8,850$711K0.18%-9,64313F-HRTimeline
Prospera Financial Services Inc8,818$709K0.02%-310,52013F-HRTimeline
Venturi Wealth Management, LLC8,816$709K0.04%+1,68913F-HRTimeline
LaSalle St. Investment Advisors, LLC8,817$708K0.17%+5,54713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,806$708K0.08%-40,66913F-HRTimelineGroup
Procyon Advisors, LLC8,781$706K0.04%+56713F-HRTimeline
Laurel Wealth Advisors LLC8,745$703K0.11%+26013F-HRTimeline
Diversified Enterprises, LLC8,582$690K0.06%+28213F-HRTimeline
626 Financial, LLC8,542$687K0.35%013F-HRTimeline
Tennessee Valley Asset Management Partn…8,477$681K0.11%+2,48013F-HRTimeline
Crescent Sterling, Ltd.8,354$671K0.69%013F-HRTimeline
Wallington Asset Management, LLC8,330$669K0.1%-50013F-HRTimeline
Schrum Private Wealth Management LLC8,265$664K0.58%+20113F-HRTimeline
LEIGH BALDWIN & CO., LLC8,257$664K0.53%new13F-HRTimeline
Arkadios Wealth Advisors8,252$663K0.03%+4,83813F-HRTimeline
Snowden Capital Advisors LLC8,217$660K0.02%-1,84013F-HRTimeline
Texas Yale Capital Corp.8,139$654K0.03%013F-HRTimeline
Smith Anglin Financial, LLC8,120$653K0.07%+88013F-HRTimeline
Iron Horse Wealth Management, LLC8,085$650K0.21%-43613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA8,067$648K0.04%013F-HRTimelineGroup
Soltis Investment Advisors LLC7,819$628K0.06%-49,83813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,727$621K0.02%+3813F-HRTimeline
Ellevest, Inc.7,722$621K0.04%+51813F-HRTimeline
Brio Consultants, LLC7,686$618K0.1%-41613F-HR/ATimeline
OneDigital Investment Advisors LLC7,674$617K0.01%-17,34913F-HRTimeline
4WEALTH ADVISORS, INC.7,657$615K0.68%-54313F-HRTimeline
One Charles Private Wealth Services, LLC7,646$615K0.2%-53013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,622$613K0.24%+1,94913F-HRTimeline
Aprio Wealth Management, LLC7,501$603K0.08%+18813F-HRTimeline
TFR Capital, LLC.7,452$599K0.25%+48213F-HRTimeline
Flagship Private Wealth, LLC7,415$596K0.28%+63813F-HRTimeline
CALTON & ASSOCIATES, INC.7,398$595K0.14%+41413F-HR/ATimeline
Principle Wealth Partners LLC7,277$585K0.04%013F-HRTimeline
Koss-Olinger Consulting, LLC7,258$583K0.05%new13F-HRTimeline
SBI Securities Co., Ltd.9,013$581K0.02%+2,50713F-HRTimeline
Empower Advisory Group, LLC7,169$576K<0.01%-2513F-HRTimeline
Cable Hill Partners, LLC6,975$572K0.06%013F-HRTimeline
Permanens Capital L.P.7,114$572K0.1%-15613F-HRTimeline
Capital Investment Advisors, LLC7,048$566K0.01%+9513F-HRTimeline
Goodman Advisory Group, LLC7,032$565K0.17%new13F-HR/ATimeline
NBW CAPITAL LLC6,995$562K0.12%-213F-HRTimeline
Redwood Financial Network Corp6,991$562K0.43%-19513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA6,948$558K<0.01%013F-HRTimelineGroup
Hiley Hunt Wealth Management6,860$555K0.3%-6213F-HRTimeline
Focus Financial Network, Inc.6,848$550K0.02%+6113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,840$550K0.01%-13,45813F-HRTimelineGroup
McClarren Financial Advisors, Inc.5,039$543K0.36%-1,82313F-HRTimeline
Solutions 4 Wealth, Ltd6,684$537K0.95%-22713F-HRTimeline
Compound Planning, Inc.6,679$537K0.02%-12,54013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,671$536K<0.01%-43313F-HR/ATimelineGroup
INSIGNEO ADVISORY SERVICES, LLC6,539$526K0.05%+73613F-HRTimeline
PKS Advisory Services, LLC6,535$525K0.14%-2,03513F-HRTimeline
Vawter Financial, Ltd.6,529$525K0.29%+69913F-HRTimeline
Concorde Asset Management, LLC6,502$520K0.28%+2,40113F-HRTimeline
Warren Street Wealth Advisors, LLC6,464$520K0.2%-613F-HRTimeline
Somerset Trust Co6,434$517K0.18%+33613F-HRTimeline
Pandora Wealth, Inc.6,430$517K0.34%13F-HRTimeline
NewEdge Wealth, LLC6,418$516K0.01%-96013F-HRTimeline
Community Bank, N.A.6,312$507K0.07%-11913F-HRTimeline
Fox Financial, Inc6,307$507K0.48%+10513F-HRTimeline
Northwest Financial Advisors6,268$504K0.42%new13F-HRTimeline
Centurion Wealth Management LLC5,719$503K0.16%013F-HRTimeline
Founders Financial Alliance, LLC6,246$502K0.12%+4913F-HRTimeline
Linscomb Wealth, Inc.6,143$494K0.02%013F-HRTimeline
Delta Financial Group, Inc.5,833$491K0.11%013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,070$488K0.04%new13F-HRTimeline
Worth Financial Advisory Group, LLC6,010$483K0.31%-3513F-HRTimeline
Commonwealth Financial Services, LLC5,996$482K0.1%-74113F-HRTimeline
JFS WEALTH ADVISORS, LLC5,988$481K0.03%-19913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,949$478K0.01%+25513F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA5,930$477K0.13%+9513F-HRTimeline
Copley Financial Group, Inc.5,880$473K0.36%+42213F-HR/ATimeline
Pure Financial Advisors, LLC5,833$469K0.01%-63113F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV5,795$466K0.26%013F-HRTimeline
SWMG, LLC5,674$463K0.18%+48413F-HRTimeline
WEALTHGARDEN F.S. LLC5,741$461K0.44%-31613F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,731$461K0.38%-6,43913F-HRTimeline
Jacobi Capital Management LLC5,720$460K0.03%-13113F-HRTimeline
McKinley Carter Wealth Services, Inc.5,670$456K0.03%+213F-HRTimeline
Trexquant Investment LP5,653$454K0.01%+1,64613F-HRTimeline
IMA Advisory Services, Inc.5,585$449K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,558$447K0.04%-18913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,514$443K<0.01%+2,00113F-HRTimeline
Bremer Bank National Association5,508$443K0.08%+6713F-HRTimeline
Fisher Asset Management, LLC5,492$441K<0.01%-13,68613F-HRTimeline
ProVise Management Group, LLC5,464$439K0.04%+13213F-HRTimeline
Orange Investment Advisors, Inc.5,435$437K0.05%-28713F-HRTimeline
AVISO WEALTH MANAGEMENT5,427$436K0.23%-10613F-HRTimeline
Alpha Cubed Investments, LLC5,375$432K0.02%-50013F-HRTimeline
McDonough Capital Management, Inc5,368$431K0.28%+3613F-HRTimeline
Jessup Wealth Management, Inc5,348$430K0.18%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,334$429K<0.01%-22413F-HRTimelineGroup
Everstar Asset Management, LLC5,315$427K0.28%-45413F-HR/ATimeline
GREENLEAF TRUST5,287$425K<0.01%013F-HRTimeline
SteelPeak Wealth, LLC5,283$425K0.02%-54213F-HRTimeline
Prostatis Group LLC5,264$423K0.13%-85913F-HRTimeline
Strategies Wealth Advisors, LLC5,245$422K0.05%-9613F-HRTimeline
Fusion Capital, LLC5,227$420K0.16%+413F-HRTimeline
Accurate Wealth Management, LLC5,415$418K0.08%-71913F-HRTimeline
JT Stratford LLC5,159$415K0.07%+6913F-HRTimeline
Rockline Wealth Management, LLC5,146$414K0.12%+16213F-HRTimeline
Integrated Advisors Network LLC5,109$411K0.02%-60213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC5,105$410K0.02%-3013F-HRTimeline
Kropog Financial Group, LLC5,077$408K0.39%+713F-HRTimeline
LANARK FINANCIAL, INC.5,058$406K0.03%+5,05313F-HRTimeline
Balentine LLC5,042$405K0.02%-58313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,953$398K<0.01%-3813F-HR/ATimelineGroup
ORG Partners LLC4,899$397K0.1%+1,93213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,862$396K0.04%+59613F-HRTimeline
Ballentine Partners, LLC4,915$395K0.01%013F-HRTimeline
Teamwork Financial Advisors, LLC4,912$395K0.05%-2,05313F-HRTimeline
Paladin Advisory Group, LLC4,907$394K0.32%+73713F-HRTimeline
Global Financial Private Client, LLC4,888$393K0.15%+4013F-HRTimeline
Guerra Advisors Inc4,885$393K0.22%+1,40513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,842$389K0.04%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC4,808$386K0.13%-2113F-HRTimeline
AMG National Trust Bank4,800$386K0.01%013F-HRTimeline
Sage Mountain Advisors LLC4,788$385K0.03%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,788$385K0.01%+6613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,276$384K0.09%-14113F-HRTimeline
Ballast, Inc.4,773$384K0.11%-8613F-HRTimeline
Samalin Investment Counsel, LLC4,762$383K0.16%-9813F-HRTimeline
Csenge Advisory Group4,933$378K0.02%-17,35213F-HRTimeline
Valtinson Bruner Financial Planning LLC4,682$376K0.13%-22413F-HRTimeline
Wilmington Savings Fund Society, FSB4,657$374K0.01%013F-HRTimeline
Post Resch Tallon Group Inc.4,583$367K0.37%+1,53013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.4,568$367K0.03%-6613F-HRTimeline
Americana Partners, LLC4,505$362K0.01%013F-HRTimeline
Sowell Financial Services LLC4,499$362K0.02%-5,89613F-HRTimeline
Wedmont Private Capital4,598$360K0.02%-55213F-HRTimeline
Accel Wealth Management4,431$356K0.13%-59313F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,431$356K0.01%-1113F-HRTimeline
TCP Asset Management, LLC4,424$356K0.08%+23913F-HRTimeline