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Disclosery

SPYG SPDR SERIES TRUST

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SHS (fund)

Filings received so far for Q3 2026: 88 13F filers report a position in SPYG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CoreCap Advisors, LLC1,480,133$182M5.24%-9,42713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…591,567$72.8M6.32%-6,63413F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC510,696$62.9M1.05%-63,01313F-HRTimeline
TLWM394,302$48.5M7.73%+5,23613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC374,184$46.1M9.35%+21,38113F-HRTimeline
Whitcomb & Hess, Inc.363,094$44.7M9.57%+2,56613F-HRTimeline
Sunburst Financial Group, LLC360,100$44.3M7.25%-10,21813F-HRTimeline
RIVERSEDGE ADVISORS, LLC318,078$39.1M4.86%-5,23213F-HRTimeline
CX Institutional292,447$36M0.97%+9,18913F-HRTimeline
First Heartland Consultants, Inc.264,876$32.6M2.17%+7,22313F-HRTimeline
Marathon Mission, Inc.246,215$30.3M15.29%+2,16613F-HRTimeline
Stonebridge Financial Group, LLC244,460$30.1M2.22%+6,00413F-HRTimeline
Buska Wealth Management, LLC205,109$25.2M8.69%-25,97913F-HRTimeline
Investors Research Corp204,395$25.2M4.42%-1,21813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC181,663$22.4M4.45%+68,89113F-HRTimeline
Farther Finance Advisors, LLC134,665$16.6M0.12%+62,96313F-HRTimeline
SigFig Wealth Management, LLC93,842$11.6M0.29%-16,42113F-HRTimeline
Breakwater Capital Group89,907$11.1M1.31%+35913F-HRTimeline
Venture Visionary Partners LLC89,780$11.1M0.29%+8,59813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC86,308$10.6M1.21%-37,84513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…78,528$9.67M6.92%+4,09913F-HRTimeline
City Center Advisors, LLC74,188$9.13M6.98%+50713F-HRTimeline
YHB Investment Advisors, Inc.70,512$8.68M0.55%+66813F-HRTimeline
Montz Harcus Wealth Management LLC67,720$8.33M2.92%+78213F-HRTimeline
Canandaigua National Trust Co of Florida62,106$7.64M4.23%13F-HRTimeline
Aventus Investment Advisors, Inc.49,965$6.15M4.49%+20613F-HRTimeline
McNaughton Wealth Management, LLC49,564$6.1M2.13%+36013F-HRTimeline
Roan Capital Partners44,394$5.46M4%+1,57813F-HRTimeline
GoalVest Advisory LLC36,272$4.46M0.77%-7,45013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC34,493$4.25M0.99%-1,16613F-HRTimeline
Valeo Financial Advisors, LLC33,976$4.18M0.09%-23513F-HRTimeline
Balefire, LLC27,084$3.33M0.52%-1,14413F-HRTimeline
Cooper Financial Group24,342$3M0.24%-67413F-HRTimeline
Iowa State Bank23,854$2.94M0.5%-2413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC23,389$2.88M0.19%+2,61813F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV17,445$2.15M1.85%+19713F-HRTimeline
Bill Few Associates, Inc.16,697$2.06M0.43%+88913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV15,286$1.88M0.21%+16413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,916$1.71M0.46%-1,45413F-HRTimeline
Ayalon Insurance Comp Ltd.12,122$1.49M0.12%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,312$1.27M0.14%+913F-HRTimeline
FC Advisory LLC10,140$1.25M0.33%-113F-HRTimeline
Apella Capital, LLC9,299$1.17M0.01%-1,78113F-HRTimeline
Prosperity Planning, Inc.9,028$1.11M0.25%-57013F-HRTimeline
Shulman DeMeo Asset Management LLC7,404$931K0.18%-12613F-HRTimeline
Cassilly Financial Group LLC6,148$757K0.51%+16813F-HRTimeline
Go Invest LLC5,836$718K0.15%+8513F-HRTimeline
Hiley Hunt Wealth Management5,577$686K0.27%013F-HRTimeline
Wedmont Private Capital5,422$676K0.02%+32813F-HRTimeline
Sound Income Strategies, LLC5,324$664K0.03%+3513F-HRTimeline
Ebert Capital Management Inc.5,075$625K0.54%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,720$581K0.15%-44613F-HRTimeline
Tactive Advisors, LLC4,601$566K0.14%013F-HRTimeline
LifeGoal Investments, LLC3,953$487K0.15%-113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,468$432K0.06%-16913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,460$426K0.29%+10513F-HRTimeline
New Covenant Trust Company, N.A.3,171$390K0.27%-69813F-HRTimeline
Post Resch Tallon Group Inc.2,874$354K0.24%-10013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,867$353K0.06%-2,36313F-HRTimeline
Olistico Wealth, LLC2,700$332K0.14%013F-HRTimeline
GAMMA Investing LLC2,694$332K0.01%013F-HRTimeline
First Citizens Financial Corp2,635$324K0.14%+6413F-HRTimeline
Insight Wealth Strategies, LLC2,294$282K0.03%+213F-HRTimeline
Castleview Partners, LLC2,216$273K0.12%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,114$260K<0.01%new13F-HRTimelineGroup
ROCKLAND TRUST CO2,100$258K0.01%013F-HRTimeline
Bullock Wealth Management Group1,984$245K0.1%+113F-HRTimeline
SAPIENT CAPITAL LLC1,943$239K<0.01%013F-HRTimeline
Worth Asset Management, LLC1,930$238K0.07%013F-HRTimeline
Marquette Asset Management, LLC1,520$187K0.02%013F-HRTimeline
Trust Co1,306$161K0.01%+51313F-HRTimeline
EASTERN BANK1,270$156K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,245$153K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,196$147K0.01%-2313F-HRTimeline
Acropolis Investment Management, LLC852$105K<0.01%-29013F-HRTimeline
Hickory Point Bank & Trust770$94.8K0.06%013F-HRTimeline
STEPH & CO663$81.6K0.02%013F-HRTimeline
Davis Capital Management350$43.1K0.03%new13F-HRTimeline
GK Wealth Management LLC229$28.1K0.02%-1,72413F-HRTimeline
Horizons Wealth Management158$19.4K0.01%13F-HRTimeline
Central Pacific Bank - Trust Division86$10.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC72$8.86K<0.01%013F-HRTimeline
Versant Capital Management, Inc49$6.03K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA43$5.29K<0.01%013F-HRTimeline
Dorato Capital Management41$5.18K<0.01%013F-HRTimeline
Pacifica Partners Inc.24$2.96K<0.01%013F-HRTimeline
Byrne Asset Management LLC9$1.11K<0.01%013F-HRTimeline
Planning Strategies Inc.7$862<0.01%013F-HRTimeline