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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
LPL Financial LLC36,070,856$2.9B1.13%+2,047,64813F-HRTimeline
Financial Engines Advisors L.L.C.19,696,376$1.58B3.4%-430,33913F-HRTimeline
Allworth Financial LP11,217,747$901M5.08%-1,030,06713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,732,829$702M0.19%+583,58713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,662,540$616M0.04%+259,03913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,591,049$530M-11,354,923Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,920,770$476M4.52%+368,44013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,444,280$438M0.03%+183,09513F-HRTimelineGroup
Valmark Advisers, Inc.4,744,344$381M5.76%+109,10113F-HRTimeline
HB Wealth Management, LLC4,788,489$372M3.12%+153,89513F-HRTimeline
Horizon Investments, LLC4,609,555$370M11.04%-960,29013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,209,404$338M3.6%+233,53613F-HRTimeline
UBS Group AGin group UBS Group AG3,838,600$309M0.07%-168,32913F-HRTimelineGroup
Dynasty Wealth Management, LLC3,756,820$302M5.03%+214,21113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,713,702$298M0.11%+32,90313F-HRTimelineGroup
Orgel Wealth Management, LLC3,692,948$297M7.71%+382,96913F-HRTimeline
Quotient Wealth Partners, LLC3,612,114$290M9.27%+138,35813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,356,869$270M0.05%+189,91913F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,355,822$270M0.05%-307,24813F-HRTimelineGroup
Advisory Alpha, LLC3,263,819$262M8.9%+35,67613F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,109,860$250M-262,612Timeline
RFG Advisory, LLC2,946,637$237M6.4%+117,09313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,912,507$234M0.02%-17,12613F-HRTimelineGroup
Private Advisor Group, LLC2,854,539$229M1.39%-140,57313F-HRTimeline
AE Wealth Management LLC2,422,045$195M1.64%+99,91013F-HRTimeline
Willis Johnson & Associates, Inc.2,338,521$188M14.23%-54,46413F-HRTimeline
Cetera Investment Advisers2,229,013$179M0.35%-564,27013F-HRTimeline
CWM, LLCin group CWM, LLC2,216,370$178M0.71%-234,60513F-HRTimelineGroup
HighTower Advisors, LLC2,207,192$177M0.24%+553,80313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,137,873$172M0.38%-424,56413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,128,843$171M0.04%+31,71813F-HRTimelineGroup
FMR LLCin group FMR LLC2,051,592$165M0.01%+90,61213F-HRTimelineGroup
NorthRock Partners, LLC2,031,903$163M5.49%+38,19813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,916,056$154M0.03%+54,42813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,897,130$152M0.22%+175,67813F-HRTimeline
SCS Capital Management LLC1,793,264$144M1.83%+869,31113F-HR/ATimeline
NICOLET BANKSHARES INCgroup of 2 filers holding1,855,193$144M-14,582Timeline
Savant Capital, LLCin group Savant Capital, LLC1,772,397$142M1.21%-265,06913F-HR/ATimelineGroup
Connecticut Wealth Management, LLC1,571,909$126M6.61%-2,638,55713F-HRTimeline
Focused Wealth Management, Inc1,472,387$118M16.1%+33,17113F-HRTimeline
CoreCap Advisors, LLC1,428,783$115M5.06%+76,11413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,424,985$115M5.15%+41,20413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,332,553$107M0.33%+123,42013F-HRTimelineGroup
Kingsview Wealth Management, LLC1,279,544$103M1.94%-3,46413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,270,828$102M0.17%+195,33213F-HRTimelineGroup
Syntegra Private Wealth Group, LLC1,263,855$102M11.88%-27,54213F-HRTimeline
KWB Wealth1,144,816$101M12.14%-67,46113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,201,662$96.6M0.14%-134,68613F-HRTimelineGroup
AlphaStar Capital Management, LLC1,167,033$93.8M9.44%-18,33813F-HRTimeline
OLD NATIONAL BANCORP /IN/1,118,864$89.9M2.36%+75,46013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,073,142$86.2M0.09%+363,84713F-HRTimelineGroup
First National Trust Co1,062,498$85.4M3.44%-362,14313F-HRTimeline
Octavia Wealth Advisors, LLC1,041,037$83.7M10.16%+232,48413F-HRTimeline
Black Swift Group, LLC1,026,913$82.5M18.66%-311,96813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…978,221$78.6M0.06%+98,72913F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC941,935$75.7M1.41%+7,99113F-HRTimeline
Integrated Wealth Concepts LLC939,590$75.5M0.88%+66,41213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP920,034$73.9M0.12%-422,46313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC910,702$73.2M3.85%+82,94413F-HRTimeline
Compton Financial Group, LLC879,023$70.6M20.34%+256,99013F-HRTimeline
Janney Montgomery Scott LLC833,758$67M0.19%-263,93413F-HRTimeline
MML INVESTORS SERVICES, LLC829,566$66.7M0.22%-40,36613F-HRTimeline
Cannon Financial Strategists, Inc.817,114$65.7M11.27%-16,69313F-HRTimeline
Waverly Advisors, LLC775,808$62.4M0.76%+20,24313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding759,202$62.2M+167,825Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC697,501$61.3M1.37%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC754,366$60.6M0.85%+286,14113F-HRTimelineGroup
Creative Planningin group Creative Planning730,549$58.7M0.06%-24013F-HRTimelineGroup
Roberts Financial Services LLC723,250$58.1M11.29%+179,97113F-HRTimeline
Cambridge Investment Research Advisors,…713,967$57.4M0.19%+32,93013F-HRTimeline
First Command Advisory Services, Inc.708,244$56.9M0.55%+55,35813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC686,054$55.9M4.74%-41,19113F-HRTimeline
Klingman & Associates, LLC689,483$55.4M3.39%+15,31813F-HRTimeline
Ackerman Capital Advisors, LLC661,363$53.2M14.04%-4,09413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding646,672$52.6M-96,449Timeline
RESTON WEALTH MANAGEMENT LLC636,095$51.1M20.67%-42,58613F-HRTimeline
ESL Trust Services, LLC624,856$50.2M11.33%+3,06413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC598,061$48.1M4.12%-3,71513F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…593,721$47.7M0.09%+13,14913F-HRTimeline
Geneos Wealth Management Inc.590,267$47.6M0.7%+272,55813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…530,305$46.2M0.1%-366,35913F-HR/ATimelineGroup
SilverOak Wealth Management LLC573,700$46.1M9.97%+32,24413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV564,883$45.4M6.22%-663,15113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…557,906$44.8M4.47%+45,50613F-HRTimelineGroup
IHT Wealth Management, LLC543,666$43.7M1.36%+55,61713F-HRTimeline
Leicht Financial Planning & Wealth Mana…541,484$43.5M22.76%+17,00513F-HRTimeline
Perennial Investment Advisors, LLC533,197$42.9M4.83%+38,22713F-HRTimeline
Merit Financial Group, LLC497,933$40M0.6%-105,32213F-HRTimeline
Good Life Advisors, LLC487,387$39.2M2.76%+110,86413F-HRTimeline
Trilogy Capital Inc.468,442$37.6M1.97%-4,76713F-HRTimeline
TRUEFG, LLC467,458$37.6M12.36%+3,63913F-HRTimeline
COURIER CAPITAL LLC463,097$37.2M2.44%+52,68313F-HRTimeline
Rodgers & Associates, LTD462,277$37.2M4.53%-6,73913F-HRTimeline
NOTTINGHAM ADVISORS, INC.458,805$36.9M5.64%-140,95613F-HRTimeline
CGN Advisors LLC449,814$36.2M3.54%-16,48013F-HRTimeline
OARSMAN CAPITAL, INC.441,487$35.5M6.37%+16,24113F-HRTimeline
Buska Wealth Management, LLC441,402$35.5M11.12%+15,42213F-HRTimeline
Convergence Financial, LLC410,140$33M6.47%-1,79013F-HRTimeline
Baltimore-Washington Financial Advisors…407,277$32.7M1.74%+7,24713F-HRTimeline
ERn Financial, LLC406,903$32.7M5.17%-6,83713F-HRTimeline
Leslie Global Wealth, LLC402,817$32.4M15.76%+30,83013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…400,821$32.2M6.73%-14,00213F-HRTimeline
Shepherd Financial Partners LLC399,967$32.1M3.77%+362,82613F-HRTimeline
Garrett Wealth Advisory Group, LLC399,379$32.1M7.18%+15,05213F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.387,700$31.2M0.18%+223,40013F-HRTimelineGroup
Keystone Financial Group378,393$30.4M3.09%-6,43713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding377,431$30.3M-49,330Timeline
Whitcomb & Hess, Inc.371,768$29.9M9.05%-4,70413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC369,434$29.7M4.01%-63,82013F-HRTimeline
Investments & Financial Planning, LLC369,339$29.7M19.28%-3,68113F-HRTimeline
Financial Advocates Investment Manageme…359,716$28.9M2.03%-12,96713F-HRTimeline
RIVERSEDGE ADVISORS, LLC359,669$28.9M6.45%-3,27813F-HRTimeline
Aptus Capital Advisors, LLC352,199$28.3M0.32%+14,59113F-HRTimeline
Destiny Capital Corp/CO339,486$27.3M18.6%+1,01513F-HRTimeline
Tradewinds Capital Management, LLC338,199$27.2M7.28%-22,08213F-HRTimeline
Sunburst Financial Group, LLC337,910$27.2M6.67%+8,20213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC336,227$27M0.39%+131,79213F-HRTimeline
Western Wealth Management, LLC333,401$26.8M1.78%+33,91813F-HRTimeline
Money Design Co.,Ltd.333,271$26.8M1.34%+75,97813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …330,597$26.8M2.11%-41,47213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…328,216$26.4M0.52%+37,85313F-HRTimelineGroup
NewEdge Advisors, LLC328,076$26.4M0.16%+5,48113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC322,382$25.9M15.3%+4,63313F-HRTimeline
Prime Capital Investment Advisors, LLC318,984$25.6M0.3%+101,76613F-HRTimeline
Kozak & Associates, Inc.323,123$25.4M6.35%+4,23413F-HRTimeline
Waterloo Capital, L.P.316,116$25.4M2.36%+19,21113F-HRTimeline
MMA ASSET MANAGEMENT LLC313,152$25.2M10.6%+14,56613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC310,883$25M2.5%+6,29013F-HR/ATimeline
WEALTH MANAGEMENT RESOURCES, INC.300,392$24.1M8.76%+2,15313F-HRTimeline
Hilltop Partners LLC294,812$23.7M8%+160,80513F-HRTimeline
Alta Wealth Advisors LLC291,703$23.4M10.76%+6,80713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…289,695$23.3M0.5%+46,66013F-HRTimelineGroup
Gladstone Institutional Advisory LLC288,916$23.2M1.08%+13,69413F-HRTimeline
Beutel, Goodman & Co Ltd.288,552$23.2M0.13%+17,79013F-HR/ATimeline
ABOUND FINANCIAL, LLC287,164$23.1M11.68%+17,84913F-HRTimeline
CX Institutional282,830$22.7M0.86%+61,79813F-HRTimeline
Atria Wealth Solutions, Inc.279,994$22.5M0.27%-163,10213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC277,599$22.3M2.19%+6,67013F-HRTimeline
Eagle Strategies LLC276,976$22.3M3.87%+17,44513F-HRTimeline
Modern Wealth Management, LLC276,954$22.3M0.71%+30,48613F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management276,261$22.2M0.32%-21,21713F-HRTimelineGroup
QUEST INVESTMENT MANAGEMENT LLC274,823$22.1M2.74%+23,50113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP270,265$21.7M0.03%-6,44513F-HRTimelineGroup
Qube Research & Technologies Ltd269,450$21.7M0.03%+269,20413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC267,069$21.5M2.98%-8,52113F-HRTimeline
Clear Creek Financial Management, LLC266,823$21.4M2.22%+4,50613F-HRTimeline
Drake & Associates, LLC265,868$21.4M6%+4,90313F-HRTimeline
Sanctuary Advisors, LLC265,207$21.3M0.15%+38,12613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding266,554$21.2M+4,455Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP261,300$21M0.05%+56,90013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…259,379$20.8M0.51%+22,06313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding258,708$20.8M+120,291Timeline
VestGen Advisors, LLC258,161$20.7M0.94%13F-HRTimeline
WFA Asset Management Corp282,198$20.6M10.8%+61,06113F-HRTimeline
Choice Wealth Advisors LLC251,781$20.2M10.55%+7,80613F-HRTimeline
PFG Private Wealth Management, LLC245,681$19.7M10.68%-3413F-HRTimeline
Boyd Wealth Management, LLC244,466$19.6M9.79%+124,97113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC242,477$19.5M3.03%+1,88413F-HRTimeline
BALANCED WEALTH GROUP LLC241,618$19.3M9.35%-32,85713F-HRTimeline
JNBA Financial Advisors238,751$19.2M1.99%-13,17213F-HRTimeline
Graney & King, LLC238,491$19.2M14.27%-8,46613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.256,087$18.4M0.04%-48,69213F-HRTimelineGroup
Dakota Wealth Management228,400$18.4M0.43%+14,15513F-HRTimeline
TPG Financial Advisors, LLC227,948$18.3M8.1%+91,23113F-HRTimeline
Florida Trust Wealth Management Co226,544$18.2M0.59%+19,53213F-HRTimeline
Horizon Wealth Management, LLC224,828$18.1M3.05%-2,64513F-HRTimeline
Three Cord True Wealth Management, LLC224,521$18M15.48%+7,95313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding224,518$18M-259,187Timeline
Collier Financial221,450$17.8M15.13%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.220,641$17.7M0.7%+81,12713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC219,664$17.7M10.56%-29,23213F-HRTimeline
Sargent Investment Group, LLC218,442$17.6M2.8%-16,97513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.209,883$16.9M9.77%+4,62613F-HRTimeline
VICUS CAPITAL208,579$16.8M1.56%-1,33913F-HRTimeline
Hofer & Associates. Inc208,532$16.8M11.37%+1,75713F-HRTimeline
First Heartland Consultants, Inc.204,926$16.5M1.7%-15,94013F-HRTimeline
Tower Wealth Partners, Inc.199,503$16M8.57%-2,27613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC199,485$16M8.94%+9,06113F-HR/ATimeline
Navalign, LLC197,274$15.9M4.52%-5,96113F-HRTimeline
Optas, LLC196,363$15.8M2.75%-1,75813F-HRTimeline
Hobart Private Capital, LLC196,195$15.8M3.94%-7,09313F-HRTimeline
Gibbs Wealth Management195,292$15.7M3.78%+24,34813F-HRTimeline
Buttonwood Financial Group, LLC201,712$15.5M9.09%+6,95713F-HRTimeline
GHP Investment Advisors, Inc.191,106$15.4M0.74%-1,90913F-HRTimeline
Portside Wealth Group, LLC190,185$15.3M2.5%+11,89913F-HR/ATimeline
Millington Financial Advisors, LLC195,052$15.3M9.38%-8,57813F-HRTimeline
Harbor Group, Inc.189,925$15.3M3.05%-1,79413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC186,711$15M0.64%+179,23113F-HRTimelineGroup
Tidemark, LLC179,924$14.5M5.31%+10,32813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…179,433$14.4M1.56%-139,11013F-HR/ATimelineGroup
Investors Research Corp178,985$14.4M3.12%+12,61013F-HRTimeline
Diligent Investors, LLC178,951$14.4M3.5%-6,46913F-HRTimeline
Summit Financial, LLC176,338$14.2M0.4%+22,11213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP175,297$14M0.01%+133,27813F-HR/ATimelineGroup
Pinnacle Wealth Planning Services, Inc.170,783$13.7M2.06%-46813F-HRTimeline
One Capital Management, LLC167,823$13.5M0.46%-37013F-HRTimeline
CENTAURUS FINANCIAL, INC.164,597$13.2M0.8%+5,94613F-HRTimeline
WRAPMANAGER INC163,084$13.1M3.45%+74913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp160,568$12.9M0.05%-9,35913F-HRTimelineGroup
Goldstone Financial Group, LLC160,134$12.9M1.95%+62313F-HRTimeline