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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
LPL Financial LLC34,023,208$2.99B1.22%+2,620,04613F-HRTimeline
Financial Engines Advisors L.L.C.20,126,715$1.77B3.72%-490,55013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,945,972$1.58B+11,052,891Timeline
Allworth Financial LP12,247,814$1.13B6.2%-929,55913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,149,242$717M0.18%+330,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,403,501$651M0.05%+148,87813F-HR/ATimelineGroup
Horizon Investments, LLC5,569,845$490M14.05%-912,58913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,552,330$488M4.64%-11013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,261,185$462M0.04%+99,35813F-HRTimelineGroup
Valmark Advisers, Inc.4,635,243$407M6.32%-3,44413F-HRTimeline
HB Wealth Management, LLC4,634,594$394M4.03%+58,37213F-HRTimeline
UBS Group AGin group UBS Group AG4,006,929$352M0.08%+307,59813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC3,975,868$349M3.95%+1,191,96113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,680,799$324M0.12%13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,663,070$322M0.06%+222,55013F-HRTimelineGroup
Clark Capital Management Group, Inc.3,614,288$318M2.22%+3,611,86313F-HRTimeline
Dynasty Wealth Management, LLC3,542,609$311M5.37%new13F-HRTimeline
Quotient Wealth Partners, LLC3,473,756$305M9.99%+32,30313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,372,472$296M+172,201Timeline
Orgel Wealth Management, LLC3,309,979$291M7.59%+544,21113F-HRTimeline
Advisory Alpha, LLC3,228,143$284M10.1%-136,59613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,166,950$278M0.05%-304,48513F-HRTimelineGroup
Connecticut Wealth Management, LLC4,210,466$275M13.49%+2,782,72413F-HRTimeline
Private Advisor Group, LLC2,995,112$263M1.48%+119,24713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,929,633$258M0.02%+14,09313F-HRTimelineGroup
RFG Advisory, LLC2,829,544$249M7.04%+101,57713F-HRTimeline
Cetera Investment Advisers2,793,283$246M0.51%+653,23513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,562,437$221M0.5%+683,62913F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC2,450,975$215M0.89%+126,20013F-HRTimelineGroup
Willis Johnson & Associates, Inc.2,392,985$210M16.16%+35,58813F-HRTimeline
AE Wealth Management LLC2,322,135$204M1.73%+127,26513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,097,125$184M0.04%+99,90813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,037,466$179M1.41%-242,22513F-HRTimelineGroup
NorthRock Partners, LLC1,993,705$175M5.72%+4,34113F-HR/ATimeline
FMR LLCin group FMR LLC1,960,980$172M0.01%-59,24013F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding1,869,775$164M-114,746Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,861,628$164M0.04%+68,94213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,721,452$151M0.22%+57,66613F-HRTimeline
HighTower Advisors, LLC1,653,389$145M0.2%+168,43313F-HRTimeline
Independent Advisor Alliance1,598,110$140M1.86%+1,576,09113F-HRTimeline
Orion Porfolio Solutions, LLC1,448,705$127M1.27%+1,397,10413F-HRTimeline
Orion Portfolio Solutions, LLC1,448,705$127M1.27%+1,397,10413F-HRTimeline
Focused Wealth Management, Inc1,439,216$127M17.08%+14,27113F-HRTimeline
First National Trust Co1,424,641$125M4.7%+30,89413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,383,781$122M5.29%+64,51413F-HRTimeline
CoreCap Advisors, LLC1,352,669$119M5.41%+115,97313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,342,497$118M0.2%-144,41413F-HRTimelineGroup
Black Swift Group, LLC1,338,881$118M24.95%+26,46313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,336,348$117M0.16%+453,03013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC1,291,397$114M12.82%+1,57413F-HRTimeline
Kingsview Wealth Management, LLC1,283,008$113M2.2%+840,68913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,228,034$108M16.41%-467,99613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,209,133$106M0.32%-22,83913F-HRTimelineGroup
AlphaStar Capital Management, LLC1,185,371$104M10.89%+34,16413F-HRTimeline
KWB Wealth1,212,277$101M12.46%-74,96313F-HRTimeline
Janney Montgomery Scott LLC1,097,692$96.5M0.27%-147,13913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,075,496$94.5M0.16%+21,30713F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,043,404$91.7M2.17%-7,11013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC933,944$82.1M1.59%+25,19013F-HRTimeline
SCS Capital Management LLC923,953$81.2M1.67%-7,96113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…896,664$78.6M0.15%+296,44013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…879,492$77.3M0.07%+112,98413F-HRTimelineGroup
Integrated Wealth Concepts LLC873,178$76.8M0.89%+241,52313F-HRTimeline
MML INVESTORS SERVICES, LLC869,932$76.5M0.26%+225,64113F-HRTimeline
Cannon Financial Strategists, Inc.833,807$73.3M12.57%-2413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC827,758$72.8M3.82%+143,86113F-HRTimeline
Octavia Wealth Advisors, LLC808,553$71.1M8.62%+14,43613F-HRTimeline
Waverly Advisors, LLC755,565$66.4M1.03%+397,55813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding743,121$65.3M+173,174Timeline
Creative Planningin group Creative Planning730,789$64.2M0.06%+398,46313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC727,245$63.9M5.76%+100,21313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP709,295$62.3M0.06%+16,30213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC697,501$61.3M1.38%+681,85913F-HRTimelineGroup
Cambridge Investment Research Advisors,…681,037$59.9M0.2%+4,40213F-HRTimeline
RESTON WEALTH MANAGEMENT LLC678,681$59.7M22.18%+2,64413F-HRTimeline
Klingman & Associates, LLC674,165$59.3M3.64%-8,93213F-HRTimeline
Ackerman Capital Advisors, LLC665,457$58.5M15.34%+2,01313F-HRTimeline
First Command Advisory Services, Inc.652,886$57.4M0.54%-359,12213F-HRTimeline
Compton Financial Group, LLC622,033$54.7M16.25%+12,56113F-HRTimeline
ESL Trust Services, LLC621,792$54.7M12.18%+1,11413F-HRTimeline
Merit Financial Group, LLC603,255$53M0.95%+11,93813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC601,776$52.9M4.27%new13F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.599,761$52.7M6.69%-73,06713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding591,377$51.8M+150,529Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…580,572$51M0.1%+176,77313F-HR/ATimeline
Roberts Financial Services LLC543,279$47.8M9.01%-37,89513F-HRTimeline
SilverOak Wealth Management LLC541,456$47.6M10.24%+29,04713F-HRTimeline
Leicht Financial Planning & Wealth Mana…524,479$46.1M23.59%-9,37913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…512,400$45M4.43%+14,25413F-HRTimelineGroup
Perennial Investment Advisors, LLC494,970$43.5M5.13%-44,23113F-HRTimeline
IHT Wealth Management, LLC488,049$42.9M1.38%-1,91413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding483,705$42.5M+153,790Timeline
Trilogy Capital Inc.473,209$41.6M2.14%+17,05813F-HRTimeline
Rodgers & Associates, LTD469,016$41.2M4.91%-22,44313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC468,225$41.2M0.59%+16,36013F-HRTimelineGroup
CGN Advisors LLC466,294$41M3.98%+20,37913F-HRTimeline
TRUEFG, LLC463,819$40.8M13.31%-4,53913F-HRTimeline
Atria Wealth Solutions, Inc.443,096$38.9M0.43%+146,39613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC433,254$38.1M4.86%-6,04013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding426,761$37.5M-44,114Timeline
Buska Wealth Management, LLC425,980$37.4M11.98%+25,18213F-HRTimeline
OARSMAN CAPITAL, INC.425,246$37.4M6.52%+43,54013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…414,823$36.5M7.86%-4,43613F-HRTimeline
ERn Financial, LLC413,740$36.4M5.46%-1,89613F-HRTimeline
Convergence Financial, LLC411,930$36.2M7.22%-1,29313F-HRTimeline
COURIER CAPITAL LLC410,414$36.1M2.49%+71,67213F-HRTimeline
Baltimore-Washington Financial Advisors…400,030$35.2M1.81%+12,91613F-HRTimeline
Executive Wealth Management, LLC396,694$34.9M2.73%-7,68513F-HRTimeline
Keystone Financial Group384,830$33.8M3.33%+11,51613F-HRTimeline
Garrett Wealth Advisory Group, LLC384,327$33.8M7.69%+24,75713F-HRTimeline
Good Life Advisors, LLC376,523$33.1M2.41%-45,71013F-HRTimeline
Whitcomb & Hess, Inc.376,472$33.1M10.22%-12,07813F-HRTimeline
Investments & Financial Planning, LLC373,020$32.8M20.21%-8,25413F-HRTimeline
Financial Advocates Investment Manageme…372,683$32.8M1.87%+15,87013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …372,069$32.7M2.66%+23,96313F-HR/ATimeline
Leslie Global Wealth, LLC371,987$32.7M15.18%+26,82213F-HRTimeline
RIVERSEDGE ADVISORS, LLC362,947$31.9M7.21%-4,72713F-HRTimeline
Tradewinds Capital Management, LLC360,281$31.7M8.36%-6,33413F-HRTimeline
Symphony Financial, Ltd. Co.331,981$30.1M4.73%+3,83213F-HRTimeline
Destiny Capital Corp/CO338,471$29.8M18.06%+5,35913F-HRTimeline
Aptus Capital Advisors, LLC337,608$29.7M0.35%+32,85713F-HRTimeline
Sunburst Financial Group, LLC329,708$29M7.17%+28,94513F-HRTimeline
Kozak & Associates, Inc.318,889$28.5M6.51%+104,12613F-HRTimeline
NewEdge Advisors, LLC322,595$28.4M0.17%-33,62313F-HRTimeline
Prospera Financial Services Inc319,338$28.1M0.65%+312,55813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…318,543$28M2.73%+254,36713F-HR/ATimelineGroup
Higgins & Schmidt Wealth Strategies LLC317,749$27.9M17.42%+66,31513F-HRTimeline
Geneos Wealth Management Inc.317,709$27.9M0.98%+37,69313F-HRTimeline
Cordatus Wealth Management LLC307,966$27.1M7.14%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.304,779$27.1M0.05%-6,38513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC304,593$26.8M2.56%-6,52513F-HR/ATimeline
Western Wealth Management, LLC299,483$26.3M1.72%+24,81213F-HR/ATimeline
MMA ASSET MANAGEMENT LLC298,586$26.2M11.47%-238,39713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.298,239$26.2M9.67%+66,99513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management297,478$26.1M0.38%-40,37713F-HRTimelineGroup
Waterloo Capital, L.P.296,905$26.1M2.75%+23,94813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…290,363$25.5M0.5%+30,99913F-HRTimelineGroup
Alta Wealth Advisors LLC284,896$25M10.96%+4,39113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC275,590$24.4M3.41%-10,66713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP276,710$24.3M0.04%+1,03513F-HRTimelineGroup
Gladstone Institutional Advisory LLC275,222$24.2M1.12%+48,52613F-HRTimeline
Beutel, Goodman & Co Ltd.270,762$23.8M0.13%-35,70013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC270,929$23.8M2.33%+11,82413F-HRTimeline
ABOUND FINANCIAL, LLC269,315$23.7M11.99%13F-HRTimeline
Drake & Associates, LLC260,965$23.7M6.74%-2,19613F-HRTimeline
Clear Creek Financial Management, LLC262,317$23.1M2.49%-3,87313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding262,099$23M-5,930Timeline
Money Design Co.,Ltd.257,293$22.8M1.17%-33,11113F-HRTimeline
Eagle Strategies LLC259,531$22.8M3.95%+1,51213F-HRTimeline
JNBA Financial Advisors251,923$22.1M2.26%-3,11713F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC251,322$22.1M2.56%-31,92513F-HRTimeline
Centennial Wealth Advisory LLC250,238$22M8.63%+129,76713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC248,896$21.9M12.18%-5,59813F-HRTimeline
Graney & King, LLC246,957$21.7M16.4%13F-HRTimeline
Modern Wealth Management, LLC246,468$21.7M0.81%+28,31013F-HR/ATimeline
PFG Private Wealth Management, LLC245,715$21.6M12.3%+150,71013F-HRTimeline
BALANCED WEALTH GROUP LLC274,475$21.5M9.66%-13,83113F-HRTimeline
Choice Wealth Advisors LLC243,975$21.4M10.95%+11,01813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…243,035$21.4M0.48%+14,38413F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC240,593$21.1M3.13%+17,04413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…237,316$20.9M0.57%+41,11313F-HRTimelineGroup
Sanctuary Advisors, LLC227,081$20.6M0.13%+46,51313F-HRTimeline
Sargent Investment Group, LLC235,417$20.5M3.36%-5,19813F-HRTimeline
Horizon Wealth Management, LLC227,473$20M3.48%+3,16113F-HRTimeline
Prepared Retirement Institute LLC225,019$19.8M11.29%+10,41613F-HRTimeline
WFA Asset Management Corp221,137$19.4M10.51%-13,03913F-HRTimeline
CX Institutional221,032$19.4M0.77%+34,23713F-HRTimeline
First Heartland Consultants, Inc.220,866$19.4M1.99%-6,49413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…216,830$19.2M0.08%+186,36013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC217,218$19.1M0.28%-4,76713F-HRTimeline
Three Cord True Wealth Management, LLC216,568$19M16.47%13F-HRTimeline
SigFig Wealth Management, LLC214,295$19M0.69%+169,81413F-HRTimeline
FSA WEALTH PARTNERS, INC.215,999$19M4.45%+151,66913F-HRTimeline
Dakota Wealth Management214,245$18.8M0.43%+9,74913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC212,995$18.7M0.19%+104,24913F-HRTimelineGroup
VICUS CAPITAL209,918$18.5M1.64%-1,76513F-HRTimeline
Millington Financial Advisors, LLC203,630$18.2M10.57%+3,46713F-HRTimeline
Florida Trust Wealth Management Co207,012$18.2M0.58%-3,55213F-HRTimeline
Hofer & Associates. Inc206,775$18.2M12.2%-23,13213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.205,257$18M10.33%+70213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC204,435$18M0.25%+5,82713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP204,400$18M0.04%-227,10013F-HRTimelineGroup
Buttonwood Financial Group, LLC194,755$17.9M9.93%-7,47813F-HRTimeline
Hobart Private Capital, LLC203,288$17.9M4.44%-4,06213F-HRTimeline
Navalign, LLC203,235$17.9M5.25%-6,04513F-HRTimeline
Tower Wealth Partners, Inc.201,779$17.7M9.28%+15,15313F-HRTimeline
Optas, LLC198,121$17.4M3.75%+2,49213F-HRTimeline
Carnegie Investment Counsel194,484$17.1M0.49%-4,56213F-HRTimeline
GHP Investment Advisors, Inc.193,015$17M0.79%+26,82213F-HRTimeline
Harbor Group, Inc.191,719$16.9M3.79%-2,56113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC190,424$16.7M9.41%-10,08713F-HRTimeline
Diligent Investors, LLC185,420$16.3M3.74%-20,65913F-HRTimeline
Sterling Manor Financial, LLC180,082$15.8M11.04%-3,48913F-HRTimeline
Portside Wealth Group, LLC178,286$15.7M2.6%+55,41313F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC175,276$15.4M0.04%+19,22713F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.171,251$15.1M2.26%+1,97213F-HR/ATimeline
Gibbs Wealth Management170,944$15M4.08%+78,65313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp169,927$14.9M0.05%-19,39113F-HRTimelineGroup
Tidemark, LLC169,596$14.9M5.71%+6,13213F-HRTimeline
One Capital Management, LLC168,193$14.8M0.49%-4,04413F-HRTimeline