Skip to content

SPYG SPDR SERIES TRUST

Follow

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
DOHJ, LLC4,423$355K0.08%+62813F-HRTimeline
Robertson Stephens Wealth Management, L…4,330$348K0.01%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,321$347K<0.01%+3313F-HRTimelineGroup
Ironwood Financial, llc4,250$342K0.07%+15313F-HRTimeline
Abbot Financial Management, Inc.4,250$342K0.18%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,249$341K0.05%-1,56313F-HRTimeline
Bogart Wealth, LLC4,187$337K0.02%+32013F-HRTimeline
Realta Investment Advisors4,185$336K0.15%+53613F-HRTimeline
Apeiron RIA LLC4,146$333K0.1%+213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,124$331K0.01%-1,62513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,109$330K<0.01%-11113F-HRTimelineGroup
Chris Bulman Inc4,109$330K0.21%013F-HRTimeline
Acorn Wealth Advisors, LLC4,094$329K0.14%013F-HRTimeline
Triad Wealth Partners, LLC4,092$329K0.1%new13F-HRTimeline
SageView Advisory Group, LLC4,070$327K0.01%-22813F-HRTimeline
SONATA CAPITAL GROUP INC4,061$326K0.14%+613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,000$321K0.19%013F-HRTimeline
Stiles Financial Services Inc3,962$318K0.12%+25813F-HRTimeline
Falcon Wealth Planning3,950$317K0.04%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,946$317K0.11%013F-HRTimeline
Antonelli Financial Advisors, LLC3,928$316K0.25%-2613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,922$315K<0.01%+513F-HRTimelineGroup
RMR Wealth Builders3,902$314K0.03%-62813F-HRTimeline
RBA Wealth Management, LLC3,862$310K0.12%+20913F-HRTimeline
New Covenant Trust Company, N.A.3,869$310K0.33%013F-HRTimeline
J. W. Coons Advisors, LLC3,820$307K0.08%013F-HRTimeline
Keebeck Wealth Management3,809$306K0.05%013F-HRTimeline
Fortis Group Advisors, LLC3,802$306K0.06%new13F-HRTimeline
LifeGoal Investments, LLC3,794$305K0.33%013F-HRTimeline
Keeley-Teton Advisors, LLC3,750$301K0.04%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,748$301K0.02%-1,49313F-HRTimelineGroup
AMARA FINANCIAL, LLC.3,696$297K0.27%+113F-HRTimeline
Proquility Private Wealth Partners, LLC3,667$295K0.09%013F-HRTimeline
Kelman-Lazarov, Inc.3,659$294K0.05%013F-HRTimeline
Key Client Fiduciary Advisors, LLC3,649$293K0.14%+26813F-HRTimeline
Cornerstone Financial Group, LLC /NE/3,347$292K0.26%+19613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,625$291K0.01%-2513F-HRTimelineGroup
Insight Wealth Strategies, LLC3,587$288K0.04%+613F-HRTimeline
Madden Advisory Services, Inc.3,538$284K0.13%-8613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,513$282K<0.01%-32513F-HRTimeline
Topsail Wealth Management, LLC3,456$278K0.06%+513F-HRTimeline
Dorsey & Whitney Trust CO LLC3,445$277K0.02%+2213F-HRTimeline
Olistico Wealth, LLC3,445$277K0.17%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,445$277K0.01%+18213F-HRTimelineGroup
Mayfair Advisory Group, LLC3,443$277K0.16%+2413F-HRTimeline
COZAD ASSET MANAGEMENT INC3,438$276K0.03%+9413F-HRTimeline
Dynamic Advisor Solutions LLC3,386$272K0.01%-10213F-HRTimeline
Maple Capital Management, Inc.3,384$272K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust3,384$272K0.03%+23313F-HRTimeline
Snider Financial Group3,375$271K0.09%-23413F-HRTimeline
Fiduciary Group, LLC3,371$271K0.03%-83413F-HRTimeline
Moors & Cabot, Inc.3,370$271K0.01%+21513F-HRTimeline
Coordinated Financial Services, Inc./CO3,354$270K0.21%13F-HRTimeline
Financial Insights, Inc.3,331$268K0.11%-1,78413F-HRTimeline
EWG Elevate Inc.3,308$266K0.1%-1,79613F-HRTimeline
STAR Financial Bank3,303$265K0.19%013F-HRTimeline
Cape Investment Advisory, Inc.3,240$260K0.1%-46513F-HRTimeline
ETF Store, Inc.3,235$260K0.32%-10613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,224$259K0.01%+213F-HRTimelineGroup
SMITH, MOORE & CO.3,210$258K0.02%-1,36113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,199$257K0.1%-1513F-HRTimeline
Caliber Wealth Management, LLC / KS3,186$256K0.03%13F-HRTimeline
NWAM LLC3,158$254K0.02%-37113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.3,156$254K0.24%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,155$254K0.07%-1213F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,138$252K0.03%-27313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV3,119$251K0.06%+513F-HRTimeline
BlackDiamond Wealth Management, LLC2,970$250K0.17%-21,91013F-HRTimeline
Capital Investment Advisory Services, L…3,087$248K0.02%-1,49013F-HRTimeline
Solano Wealth Investment Advisors LLC3,080$248K0.15%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT3,065$246K0.02%-2213F-HRTimeline
Able Wealth Management LLC3,062$246K0.15%-11113F-HRTimeline
Reyes Financial Architecture, Inc.3,058$246K0.18%013F-HRTimeline
O'ROURKE & COMPANY, Inc3,052$245K0.12%new13F-HRTimeline
CHANNEL WEALTH LLC3,042$244K0.08%+6913F-HRTimeline
WARNER FINANCIAL, INC3,031$244K0.11%+413F-HRTimeline
HHM Wealth Advisors, LLC3,030$244K0.03%-1,68513F-HRTimeline
Headlands Technologies LLC3,018$243K0.03%-3,11513F-HRTimeline
Sherman Asset Management, Inc.3,005$242K0.23%-13513F-HRTimeline
Valued Retirements, Inc.3,004$241K0.32%013F-HRTimeline
Infinity Wealth Counsel, LLC3,000$241K0.26%013F-HRTimeline
DAVENPORT & Co LLC2,999$241K<0.01%+27013F-HRTimeline
Grantvest Financial Group LLC2,985$240K0.19%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.2,980$240K0.1%013F-HRTimeline
Beacon Capital Management, LLC2,978$239K0.03%+1,86413F-HRTimeline
ABLE Financial Group, LLC2,971$239K0.07%-50,80413F-HRTimeline
BALLAST ADVISORS LLC2,966$238K0.08%-42413F-HRTimeline
Crown Wealth Group, LLC2,955$237K0.12%new13F-HRTimeline
Castleview Partners, LLC2,919$235K0.16%-5,41613F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,912$234K0.01%-1,30413F-HRTimelineGroup
Laraway Financial Advisors Inc2,897$233K0.18%+20113F-HRTimeline
Parallel Advisors, LLC2,887$232K0.01%+57013F-HRTimeline
GK Wealth Management LLC2,869$231K0.29%new13F-HR/ATimeline
Choate Investment Advisors2,861$230K0.01%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,861$230K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,852$229K0.08%+7513F-HRTimeline
Balefire, LLC2,851$229K0.08%new13F-HRTimeline
Peak Asset Management, LLC2,833$228K0.04%new13F-HRTimeline
Summit X, LLC2,827$227K0.05%-17013F-HRTimeline
Maltin Wealth Management, Inc.2,823$227K0.11%+18413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,810$226K0.03%013F-HRTimeline
Mustard Seed Financial, LLC2,788$224K0.18%+12913F-HRTimeline
SAGE RHINO CAPITAL LLC2,771$223K0.05%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,761$222K0.01%new13F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC2,757$222K0.03%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,753$221K<0.01%-98413F-HRTimeline
White Lighthouse Investment Management …2,740$220K0.04%+113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,718$220K+291Timeline
RWA WEALTH PARTNERS, LLC2,732$220K<0.01%+6613F-HRTimeline
RS CRUM INC.2,722$219K0.06%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,705$217K0.05%-6713F-HRTimeline
Fairvoy Private Wealth, LLC2,694$217K0.06%013F-HRTimeline
MGB Wealth Management, LLC2,660$214K0.08%+9313F-HRTimeline
Clark Asset Management, LLC2,654$213K0.04%+113F-HRTimeline
Red Door Wealth Management, LLC2,651$213K0.03%+19313F-HRTimeline
von Borstel & Associates, Inc.2,655$213K0.06%-7113F-HRTimeline
PLIMOTH TRUST CO LLC2,647$213K0.06%013F-HRTimeline
LRI Investments, LLC2,647$213K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC2,641$212K0.01%+1913F-HRTimeline
D.A. DAVIDSON & CO.2,632$212K<0.01%+113F-HRTimeline
Fusion Family Wealth, LLC2,609$210K0.02%013F-HRTimeline
Evanson Asset Management, LLC2,604$209K0.01%-14813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,560$206K0.02%-4,05313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,547$205K0.06%-113F-HRTimeline
Lion Street Advisors, LLC2,523$203K0.06%-6,62513F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,516$202K0.14%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,500$201K0.08%013F-HRTimeline
Terril Brothers, Inc.2,496$201K0.07%-3813F-HRTimeline
TD Waterhouse Canada Inc.2,473$200K<0.01%+5313F-HRTimeline
FAS Wealth Partners, Inc.2,450$197K0.02%+413F-HRTimeline
Spectrum Wealth Counsel, LLC2,289$184K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,253$181K0.03%-9,40113F-HRTimeline
Blue Trust, Inc.2,192$176K<0.01%+1,80013F-HRTimeline
Avion Wealth1,867$164K0.04%013F-HRTimeline
Brooklyn Investment Group2,024$163K0.04%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,969$158K<0.01%013F-HRTimelineGroup
EASTERN BANK1,950$157K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,859$149K0.01%-5213F-HRTimeline
Independence Bank of Kentucky1,815$146K0.02%013F-HRTimeline
Morling Financial Advisors, LLC1,781$143K0.05%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,780$143K0.04%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,703$137K<0.01%013F-HRTimeline
HM PAYSON & CO1,688$136K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,655$133K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC1,600$129K0.03%013F-HRTimeline
Crews Bank & Trust1,563$126K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,548$124K0.02%-7013F-HRTimelineGroup
Marquette Asset Management, LLC1,520$122K0.02%013F-HRTimeline
Fairman Group, LLC1,250$110K0.1%013F-HRTimeline
Towne Trust Company, N.A1,345$108K0.04%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,332$107K0.08%-613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,330$107K0.14%+213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY1,315$106K0.02%-2213F-HRTimeline
Murphy & Mullick Capital Management Corp1,299$104K0.1%013F-HRTimeline
Copia Wealth Management1,259$101K0.09%-2413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,244$100K<0.01%+213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,244$99.9K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co1,227$98.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,226$98.5K0.01%+47213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,198$96.3K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,183$95K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,163$93.5K0.07%013F-HRTimeline
Provident Wealth Management, LLC1,162$93.4K0.03%013F-HRTimeline
Prestige Wealth Management Group LLC1,153$92.7K0.02%013F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC1,041$91.5K0.01%013F-HRTimeline
Advyzon Investment Management, LLC1,103$88.6K0.03%new13F-HRTimeline
Arax Advisory Partners1,102$88.6K0.01%+52813F-HRTimeline
Global Trust Asset Management, LLC1,094$88K0.05%-25313F-HRTimeline
Lowe Wealth Advisors, LLC1,078$86.6K0.04%-4613F-HRTimeline
Nova Wealth Management, Inc.1,070$86K0.07%-81213F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.1,043$84K<0.01%+16513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.1,033$83.1K0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,000$80.4K0.04%013F-HRTimeline
Richard W. Paul & Associates, LLC958$77K0.03%-14713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.956$76.8K0.05%new13F-HRTimeline
Pinnacle Bancorp, Inc.956$76.8K0.03%+65613F-HRTimeline
WHITTIER TRUST CO944$75.9K<0.01%013F-HRTimeline
Winch Advisory Services, LLC942$75.7K0.02%+113F-HRTimeline
Coston, McIsaac & Partners935$75K0.02%013F-HRTimeline
Truvestments Capital LLC863$69.4K0.02%+613F-HRTimeline
Costello Asset Management, INC835$67.1K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC816$65.6K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC750$60.3K0.01%013F-HRTimeline
HOWE & RUSLING INC735$59K<0.01%-2,07113F-HRTimeline
Stephens Consulting, LLC720$57.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC709$57K<0.01%-3113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC704$56.6K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc700$56.3K0.02%013F-HRTimeline
NFSG Corp677$54.4K0.01%+113F-HRTimeline
Luminist Capital LLC663$53.7K0.06%013F-HRTimeline
STEPH & CO663$53.3K0.02%013F-HRTimeline
Hughes Financial Services, LLC651$52.7K0.01%new13F-HRTimeline
Lindbrook Capital, LLC651$52.3K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.648$52.1K0.02%+113F-HRTimeline
Creekmur Asset Management LLC625$50.2K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.620$49.8K0.02%+3013F-HRTimeline
CITY HOLDING CO610$49K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC600$48.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB589$47.3K<0.01%013F-HRTimeline
Northwest Capital Management Inc581$46.7K0.02%-1,51913F-HRTimeline