Skip to content
Disclosery

SPYG SPDR SERIES TRUST

Follow

SHS (fund)

1,156 managers (1,171 13F filers) reported a position in SPYG shares at 2025-06-30, 300,888,859 shares in all. 114 filers opened a position and 40 filers sold out during the quarter.

Managers
1,156
13F filers
1,171
New
114
Added
498
Reduced
392
Sold out
40
Shares held by filers
300,888,859

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC37,858,343$3.61B1.21%+1,787,48713F-HRTimeline
Financial Engines Advisors L.L.C.19,237,014$1.83B3.66%-459,36213F-HRTimeline
Allworth Financial LP11,348,851$1.08B5.19%+131,10413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,056,571$1.05B+4,465,522Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,853,254$939M0.23%+1,120,42513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,215,054$783M0.05%+552,51413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,642,681$538M0.04%+198,40113F-HRTimelineGroup
Horizon Investments, LLC5,632,336$537M8.5%+1,022,78113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,352,760$510M4.21%-568,01013F-HRTimelineGroup
Valmark Advisers, Inc.4,592,176$438M6.1%-152,16813F-HRTimeline
HB Wealth Management, LLC4,366,773$416M3.33%-421,71613F-HRTimeline
UBS Group AGin group UBS Group AG4,262,778$406M0.08%+424,17813F-HRTimelineGroup
Orgel Wealth Management, LLC3,895,752$371M8.95%+202,80413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,825,697$365M0.13%+111,99513F-HRTimelineGroup
Quotient Wealth Partners, LLC3,626,169$346M10.17%+14,05513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,557,911$339M0.06%+202,08913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,522,818$336M0.05%+165,94913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,428,865$327M0.03%+516,35813F-HRTimelineGroup
Advisory Alpha, LLC3,381,658$322M10.04%+117,83913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,188,000$304M+78,140Timeline
Dynasty Wealth Management, LLC3,095,856$295M5.03%-660,96413F-HRTimeline
AE Wealth Management LLC2,717,937$259M1.89%+295,89213F-HRTimeline
Cetera Investment Advisers2,702,340$258M0.43%+473,32713F-HRTimeline
CWM, LLCin group CWM, LLC2,660,996$254M0.89%+444,62613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,524,871$241M0.05%+608,81513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,487,009$237M0.05%+358,16613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,480,695$236M0.42%+342,82213F-HR/ATimelineGroup
Private Advisor Group, LLC2,444,532$233M1.25%-410,00713F-HRTimeline
Willis Johnson & Associates, Inc.2,441,746$233M15.82%+103,22513F-HRTimeline
HighTower Advisors, LLC2,315,195$221M0.28%+108,00313F-HRTimeline
NorthRock Partners, LLC2,187,721$209M5.44%+155,81813F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,059,594$196M0.29%+1,789,32913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA2,030,896$194M0.5%+698,34313F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding1,929,455$186M+74,262Timeline
FMR LLCin group FMR LLC1,917,088$183M0.01%-134,50413F-HRTimelineGroup
SCS Capital Management LLC1,836,568$175M1.94%+43,30413F-HRTimeline
Connecticut Wealth Management, LLC1,723,602$164M7.82%+151,69313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,662,524$158M0.21%-234,60613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,642,697$157M1.13%-129,70013F-HR/ATimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,578,456$150M5.82%+153,47113F-HRTimeline
CoreCap Advisors, LLC1,499,378$143M5.76%+70,59513F-HRTimeline
Focused Wealth Management, Inc1,472,114$140M17.13%-27313F-HRTimeline
Kingsview Wealth Management, LLC1,354,081$129M2.19%+74,53713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,322,890$126M0.09%+344,66913F-HRTimelineGroup
Syntegra Private Wealth Group, LLC1,301,740$124M12.66%+37,88513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,285,569$123M0.18%+14,74113F-HRTimelineGroup
First National Trust Co1,202,302$115M4.29%+139,80413F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC1,195,346$114M0.15%-6,31613F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/1,188,453$113M2.02%+69,58913F-HRTimeline
AlphaStar Capital Management, LLC1,139,964$109M7.64%-27,06913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,086,545$104M5.11%+521,66213F-HRTimeline
Clark Capital Management Group, Inc.1,085,277$103M0.72%+1,075,30313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,049,090$100M1.28%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,031,905$98.4M11.19%-9,13213F-HRTimeline
MML INVESTORS SERVICES, LLC1,000,339$95.4M0.28%+170,77313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC989,939$94.4M1.58%+48,00413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC959,536$91.5M4.33%+48,83413F-HRTimeline
Integrated Wealth Concepts LLC954,990$91M0.91%+15,40013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP938,767$89.5M0.09%-134,37513F-HRTimelineGroup
KWB Wealth1,103,542$88.7M10.78%-41,27413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding840,858$84.3M+81,656Timeline
Strategic Financial Concepts, LLC851,088$81.1M11.41%+842,21013F-HRTimeline
Compton Financial Group, LLC847,823$80.8M21.02%-31,20013F-HRTimeline
RFG Advisory, LLC829,241$79M1.86%-2,117,39613F-HRTimeline
Cannon Financial Strategists, Inc.818,956$78.1M12.33%+1,84213F-HRTimeline
Waverly Advisors, LLC786,880$75M0.82%+11,07213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP755,193$72M0.1%-164,84113F-HR/ATimelineGroup
Creative Planningin group Creative Planning735,165$70.1M0.06%+4,61613F-HRTimelineGroup
First Command Advisory Services, Inc.733,854$70M0.6%+25,61013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC723,607$69M5.24%+37,55313F-HRTimeline
Klingman & Associates, LLC716,008$68.2M3.76%+26,52513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP684,400$65.2M0.12%+423,10013F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC673,214$64.2M22.49%+37,11913F-HRTimeline
Ackerman Capital Advisors, LLC671,985$64.1M14.88%+10,62213F-HRTimeline
Black Swift Group, LLC671,263$64M12.91%-355,65013F-HRTimeline
Cambridge Investment Research Advisors,…660,474$63M0.19%-53,49313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC648,806$61.8M0.79%-105,56013F-HRTimelineGroup
ESL Trust Services, LLC640,595$61.1M12.48%+15,73913F-HRTimeline
Janney Montgomery Scott LLC592,524$56.5M0.15%-241,23413F-HRTimeline
SilverOak Wealth Management LLC591,043$56.3M10.57%+17,34313F-HRTimeline
Leicht Financial Planning & Wealth Mana…571,961$54.5M25.9%+30,47713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…571,779$54.5M5.05%+13,87313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…562,712$54.1M0.09%-31,00913F-HRTimeline
IHT Wealth Management, LLC552,140$52.6M1.45%+8,47413F-HRTimeline
Perennial Investment Advisors, LLC536,744$51.2M4.96%+3,54713F-HRTimeline
Merit Financial Group, LLC525,301$50.1M0.56%+27,36813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding499,462$47.6M+240,754Timeline
COURIER CAPITAL LLC495,785$47.3M2.87%+32,68813F-HRTimeline
CGN Advisors LLC494,335$47.1M4.21%+44,52113F-HRTimeline
Rodgers & Associates, LTD487,533$46.5M5.11%+25,25613F-HRTimeline
Good Life Advisors, LLC485,371$46.3M2.89%-2,01613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding477,018$45.5M-169,654Timeline
OARSMAN CAPITAL, INC.475,148$45.3M7.1%+33,66113F-HRTimeline
TRUEFG, LLC471,980$45M13.37%+4,52213F-HRTimeline
Orion Porfolio Solutions, LLC467,240$44.5M0.38%+398,10113F-HR/ATimeline
Buska Wealth Management, LLC464,484$44.3M12.1%+23,08213F-HRTimeline
NOTTINGHAM ADVISORS, INC.434,380$41.4M6.14%-24,42513F-HRTimeline
Marks Wealth, LLC425,227$40.5M13.14%new13F-HRTimeline
Convergence Financial, LLC424,818$40.5M6.97%+14,67813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP414,289$39.3M0.03%+238,99213F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…403,939$38.5M7.07%+3,11813F-HRTimeline
Baltimore-Washington Financial Advisors…403,403$38.5M1.79%-3,87413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding401,939$38.3M+24,508Timeline
ERn Financial, LLC395,169$37.7M7.95%-11,73413F-HRTimeline
Leslie Global Wealth, LLC392,599$37.4M20%-10,21813F-HRTimeline
Garrett Wealth Advisory Group, LLC389,343$37.1M7.85%-10,03613F-HRTimeline
Shepherd Financial Partners LLC385,186$36.7M3.88%-14,78113F-HRTimeline
Waterloo Capital, L.P.376,788$35.9M2.9%+60,67213F-HRTimeline
Roberts Financial Services LLC374,688$35.7M12.32%-348,56213F-HRTimeline
Investments & Financial Planning, LLC374,028$35.7M20.53%+4,68913F-HRTimeline
Whitcomb & Hess, Inc.371,449$35.4M9.98%-31913F-HRTimeline
Aptus Capital Advisors, LLC371,030$35.4M0.35%+18,83113F-HRTimeline
Western Wealth Management, LLC365,662$34.9M2.07%+32,26113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…361,339$34.4M0.55%+33,12313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC358,726$34.2M2.67%-239,33513F-HR/ATimeline
Destiny Capital Corp/CO356,247$34M20.48%+16,76113F-HRTimeline
Sunburst Financial Group, LLC351,980$33.6M7.51%+14,07013F-HRTimeline
RIVERSEDGE ADVISORS, LLC351,671$33.5M6.56%-7,99813F-HRTimeline
CX Institutional345,794$33M1.15%+62,96413F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC345,589$32.9M4.14%-23,84513F-HRTimeline
Dakota Wealth Management343,675$32.8M0.69%+115,27513F-HRTimeline
Keystone Financial Group338,467$32.3M2.91%-39,92613F-HRTimeline
Money Design Co.,Ltd.334,266$31.9M1.49%+99513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC328,557$31.3M17.34%+6,17513F-HRTimeline
Symphony Financial, Ltd. Co.302,628$30.8M4.05%+187,52913F-HR/ATimeline
ABOUND FINANCIAL, LLC322,803$30.8M13.54%+35,63913F-HRTimeline
Kozak & Associates, Inc.320,284$30.7M6.27%-2,83913F-HRTimeline
Gladstone Institutional Advisory LLC321,211$30.6M1.26%+32,29513F-HRTimeline
Geneos Wealth Management Inc.319,743$30.5M0.74%-270,52413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC315,772$30.1M2.68%+4,88913F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…309,567$29.5M0.65%+19,87213F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…305,181$29.1M3.08%+125,74813F-HR/ATimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.302,359$28.8M9.84%+1,96713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.299,171$28.5M0.05%+43,08413F-HRTimelineGroup
NewEdge Advisors, LLC294,338$28.1M0.14%-33,73813F-HRTimeline
Alta Wealth Advisors LLC292,109$27.8M13.14%+40613F-HRTimeline
TOWNSQUARE CAPITAL LLC285,224$27.2M2.65%-3,924,18013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…284,256$27.1M0.53%+24,87713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…277,740$26.5M0.09%+252,90013F-HRTimelineGroup
Drake & Associates, LLC275,488$26.3M6.43%+9,62013F-HRTimeline
Eagle Strategies LLC274,452$26.2M3.99%-2,52413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management273,205$26M0.34%-3,05613F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC272,594$26M0.37%-63,63313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC272,450$26M3.44%+5,38113F-HRTimeline
Beutel, Goodman & Co Ltd.271,232$25.8M0.15%-17,32013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC269,637$25.7M2.82%-5,18613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC267,349$25.5M1.98%+129,34513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC265,168$25.3M2.34%-12,43113F-HRTimeline
MMA ASSET MANAGEMENT LLC264,362$25.2M9.66%-48,79013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding261,844$25M-4,710Timeline
BALANCED WEALTH GROUP LLC251,650$24.7M10.73%+10,03213F-HRTimeline
Gibbs Wealth Management251,172$23.9M4.61%+55,88013F-HRTimeline
Choice Wealth Advisors LLC246,579$23.5M10.62%-5,20213F-HRTimeline
PFG Private Wealth Management, LLC245,462$23.4M12.05%-21913F-HRTimeline
JNBA Financial Advisors244,412$23.3M2.24%+5,66113F-HRTimeline
Three Cord True Wealth Management, LLC240,937$23M17.15%+16,41613F-HR/ATimeline
Graney & King, LLC236,796$22.6M15.15%-1,69513F-HRTimeline
VestGen Advisors, LLC234,862$22.4M0.89%-23,29913F-HRTimeline
Summit Financial, LLC234,981$22.4M0.51%+58,64313F-HRTimeline
Sanctuary Advisors, LLC234,754$22.4M0.14%-30,45313F-HRTimeline
Clear Creek Financial Management, LLC234,575$22.4M2.13%-32,24813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC234,498$22.4M3.13%-7,97913F-HRTimeline
Prime Capital Investment Advisors, LLC233,236$22.2M0.3%-85,74813F-HRTimeline
Ensign Peak Advisors, Inc228,550$21.8M0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC227,380$21.7M0.41%-470,12113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …226,093$21.6M1.41%-104,50413F-HR/ATimeline
VICUS CAPITAL224,198$21.4M1.78%+15,61913F-HRTimeline
Ciovacco Capital Management LLC224,036$21.4M11.62%new13F-HRTimeline
Horizon Wealth Management, LLC222,618$21.2M3.73%-2,21013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding222,546$21.2M-1,972Timeline
Marathon Mission, Inc.221,879$21.1M13.44%+99,97613F-HRTimeline
CCG WEALTH MANAGEMENT, LLC219,123$20.9M11.01%-54113F-HRTimeline
Sargent Investment Group, LLC210,279$20.8M2.82%-8,16313F-HRTimeline
Florida Trust Wealth Management Co218,219$20.8M0.64%-8,32513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.216,341$20.6M11.06%+6,45813F-HRTimeline
First Heartland Consultants, Inc.212,144$20.2M1.8%+7,21813F-HRTimeline
Hofer & Associates. Inc208,969$19.9M12.43%+43713F-HRTimeline
Atria Wealth Solutions, Inc.208,623$19.9M0.45%-71,37113F-HRTimeline
WFA Asset Management Corp245,689$19.7M11.13%-36,50913F-HRTimeline
Modern Wealth Management, LLC203,630$19.4M0.48%-73,32413F-HR/ATimeline
Tower Wealth Partners, Inc.202,481$19.3M11.41%+2,97813F-HRTimeline
Portside Wealth Group, LLC201,456$19.2M2.84%+11,27113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC201,395$19.2M10.18%+1,91013F-HRTimeline
Optas, LLC197,613$18.8M3.58%+1,25013F-HRTimeline
GHP Investment Advisors, Inc.197,256$18.8M0.83%+6,15013F-HRTimeline
Harbor Group, Inc.194,156$18.5M3.28%+4,23113F-HRTimeline
Investors Research Corp193,132$18.4M3.61%+14,14713F-HRTimeline
Goodman Advisory Group, LLC192,880$18.4M6.25%+185,84813F-HRTimeline
Navalign, LLC190,798$18.2M5.02%-6,47613F-HRTimeline
Sage Advisory Services, Ltd.Co.186,601$17.8M9.69%new13F-HRTimeline
Qube Research & Technologies Ltd183,508$17.5M0.02%-85,94213F-HRTimeline
Millington Financial Advisors, LLC177,961$17.4M8.8%-17,09113F-HRTimeline
Diligent Investors, LLC179,826$17.1M4.06%+87513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC178,622$17M0.66%-8,08913F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.173,478$16.5M2.17%+2,69513F-HRTimeline
Tidemark, LLC167,790$16M5.16%-12,13413F-HRTimeline
TPG Financial Advisors, LLC167,565$16M6.39%-60,38313F-HRTimeline
GM Advisory Group, LLC167,331$15.9M0.79%+12,66013F-HRTimeline
Hobart Private Capital, LLC165,223$15.7M3.57%-30,97213F-HRTimeline
CENTAURUS FINANCIAL, INC.164,613$15.7M0.92%+1613F-HRTimeline