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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
ARMSTRONG ADVISORY GROUP, INC1,041$91.5K0.01%-6713F-HRTimeline
North Star Investment Management Corp.1,032$90.7K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,000$87.9K0.04%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.929$83.8K0.06%new13F-HRTimeline
WHITTIER TRUST CO944$83K<0.01%+4013F-HRTimeline
Winch Advisory Services, LLC941$82.7K0.02%-3113F-HRTimeline
Coston, McIsaac & Partners935$82K0.02%-19613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.878$77K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Truvestments Capital LLC857$75.3K0.02%013F-HRTimeline
Costello Asset Management, INC835$73.4K0.05%+29013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC816$71.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kohmann Bosshard Financial Services, LLC789$69.3K0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP772$67.9K0.02%-33013F-HRTimeline
Sound Income Strategies, LLC754$66.3K<0.01%-26013F-HRTimeline
DUNCKER STREETT & CO INC750$65.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC740$65K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC720$63.3K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC704$61.9K<0.01%+40813F-HRTimeline
Gen-Wealth Partners Inc700$61.5K0.03%013F-HRTimeline
NFSG Corp676$59.5K0.02%-8913F-HRTimeline
STEPH & CO663$58.3K0.02%013F-HRTimeline
Luminist Capital LLC663$58.3K0.1%13F-HRTimeline
Lindbrook Capital, LLC651$57.2K0.01%+49213F-HRTimeline
Vermillion Wealth Management, Inc.647$56.9K0.03%13F-HRTimeline
Creekmur Asset Management LLC625$54.9K0.01%013F-HRTimeline
CITY HOLDING CO610$53.6K0.01%-3013F-HRTimeline
AMERIFLEX GROUP, INC.590$53.2K0.02%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC600$52.7K<0.01%013F-HRTimeline
Crewe Advisors LLC590$51.9K0.01%+31213F-HRTimeline
MassMutual Private Wealth & Trust, FSB589$51.8K<0.01%new13F-HRTimeline
Arax Advisory Partners574$50.5K<0.01%+39813F-HRTimeline
West Branch Capital LLC569$50K0.02%+51313F-HRTimeline
Urban Financial Advisory Corp546$48K0.03%+113F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…505$44.4K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO498$43.8K<0.01%+6413F-HRTimelineGroup
Clearstead Advisors, LLC487$42.8K<0.01%+113F-HRTimeline
Valued Wealth Advisors LLC471$41.4K0.03%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…449$39.5K<0.01%013F-HRTimelineGroup
Family Manage LLC445$39.1K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC436$38.3K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC426$37.4K<0.01%-24,45713F-HRTimelineGroup
Pineridge Advisors LLC406$35.7K0.01%-45113F-HRTimeline
Blue Trust, Inc.392$34.5K<0.01%-27113F-HR/ATimeline
Integrity Financial Corp /WA370$32.5K0.02%013F-HRTimeline
Sawyer & Company, Inc358$31K0.01%-19913F-HRTimeline
New Republic Capital, LLC346$30.4K0.02%013F-HRTimeline
SJS Investment Consulting Inc.339$29.8K0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.322$28.3K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC306$26.9K0.02%-4013F-HRTimeline
Game Plan Financial Advisors, LLC300$26.4K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.300$26.4K0.01%+2513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC297$26.1K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.294$25.8K0.03%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department289$25.4K0.01%13F-HRTimelineGroup
CVA Family Office, LLC286$25.2K<0.01%013F-HRTimeline
MCF Advisors LLC283$24.9K<0.01%013F-HRTimeline
Nemes Rush Group LLC281$24.7K<0.01%+14613F-HRTimeline
Qube Research & Technologies Ltd246$21.6K<0.01%-2,33713F-HRTimeline
Hanson & Doremus Investment Management234$21K<0.01%013F-HRTimeline
Fairscale Capital, LLC238$20.9K0.02%013F-HRTimeline
Security National Bank232$20.4K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\230$20.2K<0.01%+14013F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.225$19.8K<0.01%-7913F-HRTimeline
Provida Pension Fund Administrator225$19.8K<0.01%013F-HRTimeline
TRUST CO OF VERMONT215$18.9K<0.01%013F-HRTimeline
WPG Advisers, LLC212$18.7K0.02%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC212$17.6K<0.01%new13F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…165$14.5K0.01%13F-HRTimeline
WASHINGTON TRUST Co160$14.1K<0.01%013F-HRTimeline
Horizons Wealth Management158$13.9K0.01%013F-HRTimeline
Element Wealth, LLC152$13.4K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC147$12.9K<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC146$12.8K0.01%new13F-HRTimeline
Pacific Center for Financial Services121$10.6K<0.01%013F-HRTimeline
Morse Asset Management, Inc116$10.2K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…107$9.4K<0.01%-14513F-HRTimelineGroup
WR Wealth Planners, LLC106$9.33K<0.01%013F-HRTimeline
Bullock Wealth Management Group102$9K0.01%013F-HRTimeline
Bangor Savings Bank101$8.88K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC100$8.79K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC96$8.44K<0.01%new13F-HR/ATimeline
Tortoise Investment Management, LLC95$8.35K<0.01%013F-HR/ATimeline
Rakuten Securities, Inc.92$8.09K<0.01%+9013F-HRTimeline
Breakwater Investment Management88$7.74K<0.01%013F-HR/ATimeline
Central Pacific Bank - Trust Division86$7.56K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.85$7.47K<0.01%013F-HRTimeline
Robinswood Financial LLC85$7.47K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…84$7.38K<0.01%-7813F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC78$6.86K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC78$6.86K0.01%13F-HRTimeline
Noble Wealth Management PBC72$6.33K<0.01%13F-HRTimeline
Main Street Group, LTD72$6.28K<0.01%-31013F-HRTimeline
Abound Wealth Management66$5.84K<0.01%-10113F-HRTimeline
Principia Wealth Advisory, LLC65$5.71K0.01%13F-HRTimeline
Capital A Wealth Management, LLC60$5.27K0.01%13F-HRTimeline
TD Capital Management LLC59$5.21K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc53$5K<0.01%013F-HRTimeline
Versant Capital Management, Inc54$4.75K<0.01%013F-HRTimeline
Financial Perspectives, Inc54$4.75K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC51$4.48K<0.01%013F-HRTimeline
Ransom Advisory, Ltd50$4.39K<0.01%013F-HRTimeline
Painted Porch Advisors LLC46$4.05K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC43$3.79K<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC40$3.52K<0.01%new13F-HRTimeline
2UniFi Bank39$3.43K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC38$3.33K<0.01%-1913F-HRTimeline
WEST PACES ADVISORS INC.36$3.16K<0.01%new13F-HRTimeline
RE Dickinson Investment Advisors, LLC3,501$3.08K0.17%+8613F-HR/ATimeline
BFSG, LLC35$3.08K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.31$2.76K<0.01%13F-HRTimeline
Manchester Capital Management LLC24$2.12K<0.01%+913F-HRTimeline
Pacifica Partners Inc.24$2.11K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc20$1.76K<0.01%013F-HRTimeline
Transce3nd, LLC20$1.76K<0.01%13F-HRTimeline
Centricity Wealth Management, LLC20$1.76K<0.01%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC15$1.32K<0.01%013F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC10$879<0.01%new13F-HRTimeline
EnRich Financial Partners LLC8$703<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6$527<0.01%-513F-HRTimelineGroup
Safe Harbor Fiduciary, LLC6$527<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$4440.04%-5,03813F-HRTimeline
Byrne Asset Management LLC5$440<0.01%013F-HRTimeline
REAP Financial Group, LLC3$264<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2$176<0.01%013F-HRTimeline