Skip to content
Disclosery

SPYG SPDR SERIES TRUST

Follow

SHS (fund)

1,311 managers (1,330 13F filers) reported a position in SPYG shares at 2026-03-31, 326,117,028 shares in all. 70 filers opened a position and 99 filers sold out during the quarter.

Managers
1,311
13F filers
1,330
New
70
Added
555
Reduced
484
Sold out
99
Shares held by filers
326,117,028

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bay Colony Advisory Group, Inc d/b/a Ba…2,898$284K0.03%-15013F-HRTimeline
Detalus Advisors, LLC2,878$282K0.06%+62213F-HRTimeline
Manske Wealth Management2,875$281K0.08%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,866$281K0.01%-1,26013F-HRTimeline
BlackDiamond Wealth Management, LLC2,860$280K0.14%-12313F-HRTimeline
Second Line Capital, LLC2,488$280K0.05%+7913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,853$279K<0.01%new13F-HRTimelineGroup
CHOREO, LLC2,836$278K<0.01%+2913F-HRTimeline
Elevation Advisory Partners LLC2,549$277K0.26%13F-HRTimeline
Private Wealth Asset Management, LLC2,824$276K0.03%013F-HRTimeline
Olistico Wealth, LLC2,821$276K0.14%-32413F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,810$275K0.03%013F-HRTimeline
Retirement Solution LLC2,788$273K0.06%+413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,784$273K0.06%-4013F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,777$272K0.08%013F-HRTimeline
SAGE RHINO CAPITAL LLC2,771$271K0.05%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC2,757$270K0.03%013F-HRTimeline
Ground Swell Capital, LLC2,756$270K0.53%new13F-HRTimeline
BALLAST ADVISORS LLC2,753$270K0.08%-2213F-HR/ATimeline
Infinity Wealth Counsel, LLC2,750$269K0.25%013F-HRTimeline
Up Capital Management, Inc.2,744$269K0.3%+413F-HRTimeline
SageView Advisory Group, LLC2,742$268K0.01%-16013F-HRTimeline
Zinnia Wealth Advisory, LLC2,733$268K0.3%-31013F-HRTimeline
Grantvest Financial Group LLC2,726$267K0.17%-35213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,723$267K0.01%-3613F-HRTimelineGroup
RS CRUM INC.2,723$267K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…2,721$266K0.02%-75913F-HRTimeline
Total Clarity Wealth Management, Inc.2,712$266K0.06%-70613F-HRTimeline
Blue Zone Wealth Advisors, LLC2,703$265K0.05%013F-HRTimeline
WESBANCO BANK INC2,436$264K0.01%new13F-HRTimeline
White Lighthouse Investment Management …2,698$264K0.04%+4013F-HRTimeline
NOVEM GROUP2,697$264K0.03%-23313F-HRTimeline
GAMMA Investing LLC2,694$264K0.01%+13713F-HRTimeline
Fairvoy Private Wealth, LLC2,694$264K0.06%013F-HRTimeline
MLP3, LLC2,693$264K0.29%+64113F-HRTimeline
Maltin Wealth Management, Inc.2,664$261K0.1%-24613F-HRTimeline
LRI Investments, LLC2,647$259K0.02%013F-HRTimeline
Falcon Wealth Planning2,642$259K0.02%-10613F-HRTimeline
von Borstel & Associates, Inc.2,630$257K0.06%+113F-HRTimeline
Fusion Family Wealth, LLC2,609$255K0.02%013F-HRTimeline
Sound Income Strategies, LLC2,556$254K0.01%+32213F-HRTimeline
First Citizens Financial Corp2,571$252K0.12%013F-HRTimeline
SMITH, MOORE & CO.2,565$251K0.02%+5613F-HRTimeline
Parkside Financial Bank & Trust2,556$250K0.02%-6813F-HRTimeline
CIBC WORLD MARKET INC.2,553$250K<0.01%+24913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,541$249K0.02%013F-HRTimeline
LANE BROTHERS & CO INC2,533$248K0.18%-24613F-HRTimeline
Sequent Planning LLC2,526$247K0.06%+37413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,332$247K0.11%-1,10113F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,516$246K0.11%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,512$246K0.03%+1013F-HRTimeline
Sowell Financial Services LLC2,508$246K0.01%-12413F-HRTimeline
Xcel Wealth Management, LLC2,480$243K0.07%+28713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,475$242K<0.01%-6413F-HRTimelineGroup
Goepper Burkhardt LLC2,470$242K0.08%-2013F-HRTimeline
Accretive Wealth Partners, LLC2,469$242K0.07%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,467$242K0.01%-26013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,447$240K0.03%-11213F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC2,446$239K0.07%-1,31613F-HRTimeline
Caliber Wealth Management, LLC / KS2,444$239K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,436$239K0.02%013F-HRTimeline
Aegis Wealth Management, Inc.2,431$238K0.19%-3,40813F-HRTimeline
Signature Wealth Management Partners, L…2,429$238K0.12%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,410$236K0.01%013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC2,209$236K0.01%013F-HRTimeline
Bernardo Wealth Planning LLC2,398$235K0.05%013F-HRTimeline
Red Door Wealth Management, LLC2,386$234K0.02%+31513F-HRTimeline
EVOKE WEALTH, LLC2,377$233K<0.01%+34413F-HRTimeline
DRW Securities, LLC2,368$232K0.01%-12,40913F-HRTimeline
Bragg Financial Advisors, Inc2,366$232K0.01%new13F-HRTimeline
Discipline Wealth Solutions, LLC2,344$230K0.02%-17913F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC2,326$228K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.2,323$227K<0.01%-10013F-HRTimeline
Carroll Advisory Group, LLC2,303$225K0.09%-1,42113F-HRTimeline
Insight Wealth Strategies, LLC2,289$224K0.03%-60413F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,169$224K0.06%-21113F-HRTimeline
WNY Asset Management, LLC2,285$224K0.02%13F-HRTimeline
Balboa Wealth Partners2,260$221K0.04%013F-HRTimeline
Westside Investment Management, Inc.2,219$220K0.03%+44413F-HRTimeline
O'ROURKE & COMPANY, Inc2,242$219K0.09%-54513F-HRTimeline
Colonial River Investments, LLC2,237$219K0.08%-2,16613F-HRTimeline
FINANCIAL CONSULATE, INC2,215$217K0.03%-93013F-HRTimeline
Trueblood Wealth Management, LLC2,205$216K0.08%+113F-HRTimeline
MFA Wealth Services2,192$215K0.14%+313F-HRTimeline
Gemmer Asset Management LLC2,184$214K0.02%+313F-HRTimeline
Rossby Financial, LCC2,149$213K0.04%+2,08913F-HRTimeline
waypoint wealth counsel2,177$213K0.11%013F-HRTimeline
Altiora Financial Group, LLC2,158$211K0.03%new13F-HRTimeline
SageGuard Financial Group, LLC2,157$211K0.03%-5213F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,152$211K0.04%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,148$210K0.01%new13F-HRTimelineGroup
Financial & Tax Architects, LLC2,142$210K0.05%-58413F-HRTimeline
JMG Financial Group, Ltd.2,136$209K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,113$207K<0.01%new13F-HRTimelineGroup
Argent Trust Co2,113$207K0.01%-28313F-HRTimeline
Bensler, LLC2,109$206K0.02%+213F-HRTimeline
Kovack Advisors, Inc.2,075$205K0.01%-1,76513F-HRTimeline
Abound Wealth Management2,095$205K0.05%+3913F-HRTimeline
Cornerstone Wealth Group, LLC1,867$205K0.01%-51,88813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,091$205K0.06%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,087$204K0.01%013F-HRTimeline
HBK Sorce Advisory LLC1,730$203K<0.01%new13F-HRTimeline
Independence Bank of Kentucky2,075$203K0.03%+60013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,072$203K<0.01%-45413F-HRTimeline
KLCM Advisors, Inc.2,073$203K0.02%+16813F-HRTimeline
PUREfi Wealth, LLC2,058$201K0.13%-28813F-HRTimeline
Parisi Gray Wealth Management2,044$200K0.05%+6813F-HRTimeline
Peak Retirement Planning, Inc.2,044$200K0.04%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,044$200K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,028$199K0.01%-48813F-HRTimeline
Bullock Wealth Management Group1,982$197K0.1%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,969$193K<0.01%013F-HRTimelineGroup
OBSIDIAN CIO, LLC1,962$192K0.17%+42013F-HRTimeline
HHM Wealth Advisors, LLC1,905$187K0.02%-93513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,883$184K<0.01%+313F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,855$182K<0.01%-3,32013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.1,780$174K0.04%013F-HRTimeline
FAS Wealth Partners, Inc.1,711$168K0.01%+11813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,703$167K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,600$157K0.03%013F-HRTimeline
Costello Asset Management, INC1,595$156K0.05%+74513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,568$156K0.01%-19313F-HRTimeline
Morling Financial Advisors, LLC1,574$154K0.05%013F-HRTimeline
PlanVest Financial, Inc1,570$154K0.12%13F-HRTimeline
Crews Bank & Trust1,563$153K0.02%013F-HRTimeline
Marquette Asset Management, LLC1,520$149K0.02%013F-HRTimeline
Avion Wealth1,466$143K0.03%-16613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,432$140K<0.01%new13F-HR/ATimeline
Cassaday & Co Wealth Management LLC1,416$139K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,372$134K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,364$134K<0.01%+1,11113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CLEAR INVESTMENT RESEARCH, LLC1,338$131K0.21%new13F-HRTimeline
Clearstead Advisors, LLC1,336$131K<0.01%+413F-HRTimeline
Miller Capital Partners, Inc.1,301$127K0.06%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,299$127K0.09%013F-HRTimeline
EASTERN BANK1,270$124K<0.01%-68013F-HRTimeline
CENTRAL TRUST Co1,248$122K<0.01%+2113F-HRTimeline
Rosenberg Matthew Hamilton1,245$122K0.02%013F-HRTimeline
Prestige Wealth Management Group LLC1,223$120K0.02%-5013F-HRTimeline
Capital Advisors, Ltd. LLC1,183$116K0.01%013F-HRTimeline
Provident Wealth Management, LLC1,162$114K0.03%013F-HRTimeline
Lloyd Advisory Services, LLC.1,152$113K0.03%-11,89713F-HRTimeline
Kingdom Financial Group LLC.1,152$113K0.03%-33813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,150$113K0.02%013F-HRTimeline
Acropolis Investment Management, LLC1,142$112K<0.01%new13F-HRTimeline
City State Bank1,098$108K0.03%013F-HRTimeline
Napier Financial, LLC1,097$107K0.02%new13F-HRTimeline
WHITTIER TRUST CO1,040$104K<0.01%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV1,043$102K0.02%013F-HRTimeline
Canton Hathaway, LLC1,035$101K0.02%-1,03313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,029$101K0.04%013F-HRTimeline
STEPH & CO1,019$99.8K0.03%+35613F-HRTimeline
NFSG Corp1,016$99.4K0.02%-3513F-HRTimeline
Providence Capital Advisors, LLC1,010$98.9K0.02%013F-HRTimeline
Hamrick Investment Counsel, llc1,000$97.9K0.05%+97013F-HRTimeline
Winch Advisory Services, LLC978$95.8K0.02%+3313F-HRTimeline
Manchester Capital Management LLC970$95K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.933$91.3K0.07%013F-HRTimeline
Cornerstone Planning Group LLC796$90.5K0.01%+6013F-HRTimeline
ADVISORTRUST PARTNERS, LLC919$90K0.04%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC919$89.9K0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…914$89.5K<0.01%+14613F-HRTimelineGroup
Coston, McIsaac & Partners885$86K0.02%013F-HRTimeline
North Star Investment Management Corp.864$84.6K0.01%+113F-HRTimeline
Crewe Advisors LLC850$83.2K0.01%-47713F-HRTimeline
Goodman Advisory Group, LLC850$83.2K0.02%-1,72113F-HRTimeline
Hickory Point Bank & Trust770$75.4K0.05%new13F-HRTimeline
Fairman Group, LLC755$73.9K0.06%013F-HRTimeline
HOWE & RUSLING INC750$73.4K<0.01%-45913F-HRTimeline
DUNCKER STREETT & CO INC750$73.4K0.01%013F-HRTimeline
Caitlin John, LLC728$71.3K0.04%+11313F-HRTimeline
Midwest Capital Advisors, LLC716$70.1K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC709$69.4K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.704$68.9K0.04%-20413F-HRTimeline
Gen-Wealth Partners Inc700$68.5K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC697$68.2K0.04%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC686$67.2K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.680$66.6K0.03%013F-HRTimeline
Investment Research & Advisory Group, I…657$64.3K0.02%+61013F-HRTimeline
Trust Co651$63.7K0.01%+33113F-HRTimeline
Hughes Financial Services, LLC651$63.7K0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC648$63.4K0.02%013F-HRTimeline
Meramec Financial Planners, LLC555$61.4K0.02%013F-HRTimeline
Heritage Wealth Advisors604$59.1K<0.01%+38113F-HRTimeline
Premier Financial Group580$58K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.579$56.7K0.02%013F-HRTimeline
CITY HOLDING CO570$55.8K0.01%013F-HRTimeline
MCF Advisors LLC552$54K<0.01%+6413F-HRTimeline
Strive Financial Group ,LLC527$52K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…528$51.7K<0.01%+1013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC450$50.8K<0.01%-15013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…517$50.6K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC511$50K0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…506$49.6K0.02%-71213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC481$47.1K<0.01%new13F-HRTimelineGroup
Copia Wealth Management481$47.1K0.03%-68213F-HRTimeline
Wellington Grp LLC475$46.5K0.01%-40113F-HRTimeline
Leo H. Evart, Inc.459$44.9K0.04%13F-HR/ATimeline
Global Trust Asset Management, LLC452$44.3K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…449$44K<0.01%013F-HRTimelineGroup