 |
|
|
This page summarizes the SPYG holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SPYG is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SPYG Share Count |
|---|
| Park Avenue Securities LLC |
3,997 |
408,168 |
+404,171 |
+10111.86% |
| Creative Financial Designs Inc. ADV |
5,792 |
223,360 |
+217,568 |
+3756.35% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
5,413 |
201,833 |
+196,420 |
+3628.67% |
| NBT Bank N A NY |
227 |
7,035 |
+6,808 |
+2999.12% |
| Salem Investment Counselors Inc. |
30 |
764 |
+734 |
+2446.67% |
| First Financialcorp IN |
1,457 |
22,169 |
+20,712 |
+1421.55% |
| Winthrop Advisory Group LLC |
32,712 |
461,676 |
+428,964 |
+1311.34% |
| Bridgewealth Advisory Group LLC |
9,832 |
72,903 |
+63,071 |
+641.49% |
| Mirae Asset Global Investments Co. Ltd. |
37,640 |
241,640 |
+204,000 |
+541.98% |
| Sharkey Howes & Javer |
9,629 |
31,738 |
+22,109 |
+229.61% |
| Simplicity Wealth LLC |
13,872 |
38,631 |
+24,759 |
+178.48% |
| Cobblestone Asset Management LLC |
33,280 |
89,348 |
+56,068 |
+168.47% |
| Wealthcare Advisory Partners LLC |
37,827 |
100,869 |
+63,042 |
+166.66% |
| Money Concepts Capital Corp |
15,218 |
39,868 |
+24,650 |
+161.98% |
| MKT Advisors LLC |
4,465 |
11,614 |
+7,149 |
+160.11% |
| Tsfg LLC |
32,375 |
74,537 |
+42,162 |
+130.23% |
| Diversified LLC |
3,733 |
8,227 |
+4,494 |
+120.39% |
| Hobart Private Capital LLC |
60,222 |
129,408 |
+69,186 |
+114.88% |
| Octavia Wealth Advisors LLC |
309,831 |
652,481 |
+342,650 |
+110.59% |
| Boyd Wealth Management LLC |
126,703 |
259,816 |
+133,113 |
+105.06% |
| Elevated Capital Advisors LLC |
4,298 |
8,601 |
+4,303 |
+100.12% |
| Buttonwood Financial Group LLC |
107,204 |
210,946 |
+103,742 |
+96.77% |
| Farmers & Merchants Trust Co of Chambersburg PA |
3,402 |
6,599 |
+3,197 |
+93.97% |
| Macroview Investment Management LLC |
24 |
44 |
+20 |
+83.33% |
| Sage Mountain Advisors LLC |
2,012 |
3,470 |
+1,458 |
+72.47% |
| IMC Chicago LLC |
17,067 |
28,432 |
+11,365 |
+66.59% |
| Sigma Planning Corp |
3,969 |
6,539 |
+2,570 |
+64.75% |
| Procyon Private Wealth Partners LLC |
3,787 |
6,086 |
+2,299 |
+60.71% |
| WJ Wealth Management LLC |
50,798 |
81,577 |
+30,779 |
+60.59% |
| Wallington Asset Management LLC |
5,415 |
8,465 |
+3,050 |
+56.33% |
| CWM LLC |
1,680,128 |
2,428,034 |
+747,906 |
+44.51% |
| Dynamic Advisor Solutions LLC |
3,583 |
5,132 |
+1,549 |
+43.23% |
| Fidelity D & D Bancorp Inc. |
10,823 |
15,263 |
+4,440 |
+41.02% |
| Sequent Asset Management LLC |
87,783 |
121,911 |
+34,128 |
+38.88% |
| Kestra Private Wealth Services LLC |
176,939 |
242,476 |
+65,537 |
+37.04% |
| Founders Capital Management |
59,913 |
82,011 |
+22,098 |
+36.88% |
| CX Institutional |
135,304 |
184,603 |
+49,299 |
+36.44% |
| Csenge Advisory Group |
6,244 |
8,434 |
+2,190 |
+35.07% |
| FCG Investment Co |
23,873 |
31,802 |
+7,929 |
+33.21% |
| Confluence Wealth Services Inc. |
9,990 |
13,241 |
+3,251 |
+32.54% |
| Stratos Wealth Partners LTD. |
242,608 |
320,951 |
+78,343 |
+32.29% |
| Beacon Bridge Wealth Partners LLC |
53,098 |
70,120 |
+17,022 |
+32.06% |
| Benjamin F. Edwards & Company Inc. |
220,070 |
288,778 |
+68,708 |
+31.22% |
| Costello Asset Management INC |
267 |
345 |
+78 |
+29.21% |
| MONECO Advisors LLC |
24,471 |
31,485 |
+7,014 |
+28.66% |
| Global Retirement Partners LLC |
143,118 |
180,809 |
+37,691 |
+26.34% |
| Raymond James Trust N.A. |
3,933 |
4,894 |
+961 |
+24.43% |
| Benjamin Edwards Inc. |
13,012 |
16,054 |
+3,042 |
+23.38% |
| JJJ Advisors Inc. |
221 |
271 |
+50 |
+22.62% |
| Stiles Financial Services Inc |
4,417 |
5,399 |
+982 |
+22.23% |
| Symphony Financial Ltd. Co. |
224,402 |
273,608 |
+49,206 |
+21.93% |
| TFB Advisors LLC |
9,377 |
11,361 |
+1,984 |
+21.16% |
| Lincoln National Corp |
23,041 |
27,694 |
+4,653 |
+20.19% |
| MY Purposeful Wealth CORP. |
9,513 |
11,430 |
+1,917 |
+20.15% |
| Ausdal Financial Partners Inc. |
59,069 |
70,925 |
+11,856 |
+20.07% |
| Patriot Financial Group Insurance Agency LLC |
24,145 |
28,793 |
+4,648 |
+19.25% |
| Cary Street Partners Investment Advisory LLC |
248,360 |
294,569 |
+46,209 |
+18.61% |
| Summit Financial LLC |
79,909 |
94,712 |
+14,803 |
+18.52% |
| Principle Wealth Partners LLC |
6,037 |
7,132 |
+1,095 |
+18.14% |
| Sightline Wealth Advisors LLC |
38,536 |
45,425 |
+6,889 |
+17.88% |
| Retirement Planning Group |
7,230 |
8,515 |
+1,285 |
+17.77% |
| Planning Capital Management Corp |
76,990 |
90,236 |
+13,246 |
+17.20% |
| Waller Financial Planning Group Inc. |
71,095 |
82,975 |
+11,880 |
+16.71% |
| Garrett Investment Advisors LLC |
250,372 |
292,093 |
+41,721 |
+16.66% |
| Salomon & Ludwin LLC |
33,753 |
39,353 |
+5,600 |
+16.59% |
| First National Trust Co |
1,520,253 |
1,771,165 |
+250,912 |
+16.50% |
| Power Wealth Management LLC |
19,929 |
23,211 |
+3,282 |
+16.47% |
| Signaturefd LLC |
9,947 |
11,561 |
+1,614 |
+16.23% |
| Compton Financial Group LLC |
601,807 |
695,900 |
+94,093 |
+15.64% |
| Bank of New York Mellon Corp |
2,980,975 |
3,443,203 |
+462,228 |
+15.51% |
| Tennessee Valley Asset Management Partners |
5,787 |
6,652 |
+865 |
+14.95% |
| Empower Advisory Group LLC |
3,874 |
4,448 |
+574 |
+14.82% |
| Stratos Wealth Advisors LLC |
50,172 |
57,364 |
+7,192 |
+14.33% |
| Shepherd Financial Partners LLC |
31,440 |
35,810 |
+4,370 |
+13.90% |
| Dakota Wealth Management |
144,821 |
163,685 |
+18,864 |
+13.03% |
| Solutions 4 Wealth Ltd |
6,204 |
7,002 |
+798 |
+12.86% |
| Michael S. Ryan Inc. |
67,717 |
76,114 |
+8,397 |
+12.40% |
| AlphaMark Advisors LLC |
2,826 |
3,170 |
+344 |
+12.17% |
| Western Wealth Management LLC |
269,416 |
301,844 |
+32,428 |
+12.04% |
| KWB Wealth |
1,217,588 |
1,355,343 |
+137,755 |
+11.31% |
| Private Trust Co. NA |
83,276 |
92,536 |
+9,260 |
+11.12% |
| Probity Advisors Inc. |
100,007 |
110,997 |
+10,990 |
+10.99% |
| Private Advisor Group LLC |
2,469,431 |
2,738,242 |
+268,811 |
+10.89% |
| RDA Financial Network |
32,547 |
35,905 |
+3,358 |
+10.32% |
| Cliftonlarsonallen Wealth Advisors LLC |
771,625 |
850,552 |
+78,927 |
+10.23% |
| Platte River Wealth Advisors LLC |
23,050 |
25,385 |
+2,335 |
+10.13% |
| Bristlecone Advisors LLC |
47,459 |
52,186 |
+4,727 |
+9.96% |
| STA Wealth Management LLC |
5,138 |
5,646 |
+508 |
+9.89% |
| Cambridge Investment Research Advisors Inc. |
617,665 |
678,649 |
+60,984 |
+9.87% |
| McAdam LLC |
15,725 |
17,250 |
+1,525 |
+9.70% |
| CCG Wealth Management LLC |
234,842 |
257,206 |
+22,364 |
+9.52% |
| Wambolt & Associates LLC |
47,334 |
51,536 |
+4,202 |
+8.88% |
| Sunburst Financial Group LLC |
247,846 |
269,010 |
+21,164 |
+8.54% |
| Accurate Wealth Management LLC |
6,392 |
6,871 |
+479 |
+7.49% |
| Raymond James & Associates |
629,616 |
674,708 |
+45,092 |
+7.16% |
| Northern Oak Wealth Management Inc. |
70,077 |
75,075 |
+4,998 |
+7.13% |
| Geneos Wealth Management Inc. |
235,878 |
252,331 |
+16,453 |
+6.98% |
| Steel Peak Wealth Management LLC |
4,254 |
4,551 |
+297 |
+6.98% |
| Vicus Capital |
207,501 |
220,619 |
+13,118 |
+6.32% |
| Householder Group Estate & Retirement Specialist LLC |
44,846 |
47,652 |
+2,806 |
+6.26% |
| HB Wealth Management LLC |
3,911,038 |
4,149,394 |
+238,356 |
+6.09% |
| DGS Capital Management LLC |
10,088 |
10,699 |
+611 |
+6.06% |
| Financial Advocates Investment Management |
324,789 |
343,425 |
+18,636 |
+5.74% |
| Sterling Manor Financial LLC |
187,020 |
197,463 |
+10,443 |
+5.58% |
| Flynn Zito Capital Management LLC |
127,238 |
134,292 |
+7,054 |
+5.54% |
| Marion Wealth Management |
79,353 |
83,646 |
+4,293 |
+5.41% |
| Schrum Private Wealth Management LLC |
9,182 |
9,676 |
+494 |
+5.38% |
| Summit Investment Advisory Services LLC |
19,396 |
20,421 |
+1,025 |
+5.28% |
| Centennial Wealth Advisory LLC |
50,572 |
53,238 |
+2,666 |
+5.27% |
| J.W. Cole Advisors Inc. |
40,620 |
42,736 |
+2,116 |
+5.21% |
| Aprio Wealth Management LLC |
17,703 |
18,617 |
+914 |
+5.16% |
| Opal Wealth Advisors LLC |
31,406 |
33,014 |
+1,608 |
+5.12% |
| Bogart Wealth LLC |
649 |
680 |
+31 |
+4.78% |
| Centerpoint Advisors LLC |
14,918 |
15,625 |
+707 |
+4.74% |
| OneAscent Financial Services LLC |
16,025 |
16,765 |
+740 |
+4.62% |
| Harbor Group Inc. |
181,609 |
189,611 |
+8,002 |
+4.41% |
| Alta Wealth Advisors LLC |
254,207 |
265,027 |
+10,820 |
+4.26% |
| Portside Wealth Group LLC |
74,836 |
77,893 |
+3,057 |
+4.08% |
| Ackerman Capital Advisors LLC |
420,645 |
437,229 |
+16,584 |
+3.94% |
| First Command Advisory Services Inc. |
1,415,896 |
1,471,299 |
+55,403 |
+3.91% |
| Stone Point Wealth LLC |
16,646 |
17,214 |
+568 |
+3.41% |
| Onyx Bridge Wealth Group LLC |
26,226 |
27,084 |
+858 |
+3.27% |
| Northwest Capital Management Inc |
2,465 |
2,543 |
+78 |
+3.16% |
| Vantage Financial Partners LLC |
25,024 |
25,738 |
+714 |
+2.85% |
| Quent Capital LLC |
114,428 |
117,652 |
+3,224 |
+2.82% |
| Wealth Management Resources Inc. |
219,397 |
225,547 |
+6,150 |
+2.80% |
| MBM Wealth Consultants LLC |
32,411 |
33,320 |
+909 |
+2.80% |
| Venturi Wealth Management LLC |
7,335 |
7,539 |
+204 |
+2.78% |
| Arkfeld Wealth Strategies L.L.C. |
15,360 |
15,766 |
+406 |
+2.64% |
| Connecticut Wealth Management LLC |
1,336,293 |
1,371,164 |
+34,871 |
+2.61% |
| Burke & Herbert Bank & Trust Co. |
36,510 |
37,448 |
+938 |
+2.57% |
| River Street Advisors LLC |
11,289 |
11,579 |
+290 |
+2.57% |
| Cornerstone Wealth Management LLC |
132,184 |
135,573 |
+3,389 |
+2.56% |
| Allworth Financial LP |
12,447,369 |
12,757,730 |
+310,361 |
+2.49% |
| GenWealth Group Inc. |
116,211 |
118,888 |
+2,677 |
+2.30% |
| Sowell Financial Services LLC |
32,441 |
33,173 |
+732 |
+2.26% |
| Alpha Cubed Investments LLC |
5,845 |
5,975 |
+130 |
+2.22% |
| Prairieview Wealth Partners LLC |
138,016 |
141,061 |
+3,045 |
+2.21% |
| John W. Brooker & Co. CPAs |
13,534 |
13,822 |
+288 |
+2.13% |
| Chicago Partners Investment Group LLC |
13,526 |
13,801 |
+275 |
+2.03% |
| Sage Financial Management Group Inc. |
124,696 |
127,131 |
+2,435 |
+1.95% |
| Signet Financial Management LLC |
396,651 |
404,347 |
+7,696 |
+1.94% |
| Mainstay Capital Management LLC ADV |
956,305 |
974,809 |
+18,504 |
+1.93% |
| Rooted Wealth Advisors Inc. |
99,263 |
101,164 |
+1,901 |
+1.92% |
| Courier Capital LLC |
310,442 |
316,302 |
+5,860 |
+1.89% |
| RBA Wealth Management LLC |
3,255 |
3,316 |
+61 |
+1.87% |
| Versant Capital Management Inc |
54 |
55 |
+1 |
+1.85% |
| 9258 Wealth Management LLC |
315,080 |
320,855 |
+5,775 |
+1.83% |
| Soltis Investment Advisors LLC |
31,162 |
31,725 |
+563 |
+1.81% |
| Clear Creek Financial Management LLC |
298,658 |
304,014 |
+5,356 |
+1.79% |
| Iowa State Bank |
40,064 |
40,762 |
+698 |
+1.74% |
| Tower Wealth Partners Inc. |
180,476 |
183,259 |
+2,783 |
+1.54% |
| Valtinson Bruner Financial Planning LLC |
4,521 |
4,585 |
+64 |
+1.42% |
| Capital Advisory Group Advisory Services LLC |
60,347 |
61,143 |
+796 |
+1.32% |
| Hofer & Associates. Inc |
226,691 |
229,641 |
+2,950 |
+1.30% |
| Greenleaf Trust |
4,009 |
4,059 |
+50 |
+1.25% |
| Fifth Third Securities Inc. |
6,722 |
6,804 |
+82 |
+1.22% |
| Valeo Financial Advisors LLC |
28,904 |
29,253 |
+349 |
+1.21% |
| Advance Capital Management Inc. |
29,507 |
29,838 |
+331 |
+1.12% |
| FirstPurpose Wealth LLC |
12,253 |
12,371 |
+118 |
+0.96% |
| Melone Private Wealth LLC |
123,116 |
124,182 |
+1,066 |
+0.87% |
| Garrett Wealth Advisory Group LLC |
279,856 |
281,840 |
+1,984 |
+0.71% |
| ERn Financial LLC |
288,226 |
290,064 |
+1,838 |
+0.64% |
| Horizon Financial Services LLC |
197,197 |
198,402 |
+1,205 |
+0.61% |
| Edmonds Duncan Registered Investment Advisors LLC |
404,513 |
406,204 |
+1,691 |
+0.42% |
| Priebe Wealth Holdings LLC |
84,720 |
84,954 |
+234 |
+0.28% |
| Mission Wealth Management LP |
22,891 |
22,951 |
+60 |
+0.26% |
| Integrity Wealth Solutions LLC |
25,236 |
25,298 |
+62 |
+0.25% |
| Janney Montgomery Scott LLC |
1,302,002 |
1,304,794 |
+2,792 |
+0.21% |
| RFG Advisory LLC |
2,624,266 |
2,629,411 |
+5,145 |
+0.20% |
| Breakwater Capital Group |
75,953 |
76,077 |
+124 |
+0.16% |
| Partnership Wealth Management LLC |
1,862 |
1,865 |
+3 |
+0.16% |
| Global Strategic Investment Solutions LLC |
29,650 |
29,691 |
+41 |
+0.14% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
50,436 |
50,504 |
+68 |
+0.13% |
| Dohj LLC |
3,771 |
3,776 |
+5 |
+0.13% |
| Main Street Financial Solutions LLC |
4,975 |
4,981 |
+6 |
+0.12% |
| Fox Financial Inc |
7,485 |
7,493 |
+8 |
+0.11% |
| Lbmc Investment Advisors LLC |
33,035 |
33,063 |
+28 |
+0.08% |
| OLD National Bancorp IN |
1,036,367 |
1,036,950 |
+583 |
+0.06% |
| Riversedge Advisors LLC |
375,021 |
375,261 |
+240 |
+0.06% |
| Apeiron RIA LLC |
4,136 |
4,138 |
+2 |
+0.05% |
| Miracle Mile Advisors LLC |
15,883 |
15,890 |
+7 |
+0.04% |
| Financial Consulate Inc. |
4,203 |
4,204 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In SPYG |
|---|
| Global Wealth Strategies & Associates |
0 |
0 |
UNCH |
100% |
| Stock Yards Bank & Trust Co. |
0 |
2,861 |
+2,861 |
+100% |
| Tompkins Financial Corp |
0 |
11 |
+11 |
+100% |
| Investment Partners LTD. |
0 |
2,980 |
+2,980 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
600 |
+600 |
+100% |
| BNP Paribas Arbitrage SA |
0 |
21 |
+21 |
+100% |
| Hartford Financial Management Inc. |
0 |
85 |
+85 |
+100% |
| Hanson & Doremus Investment Management |
0 |
35 |
+35 |
+100% |
| Northwest Investment Counselors LLC |
0 |
350 |
+350 |
+100% |
| Confluence Investment Management LLC |
0 |
126,245 |
+126,245 |
+100% |
| Simplex Trading LLC |
0 |
26,299 |
+26,299 |
+100% |
| Perigon Wealth Management LLC |
0 |
17,298 |
+17,298 |
+100% |
| Evanson Asset Management LLC |
0 |
2,752 |
+2,752 |
+100% |
| Financial Insights Inc. |
0 |
31,997 |
+31,997 |
+100% |
| Cavalier Investments LLC |
0 |
35,168 |
+35,168 |
+100% |
| OmniStar Financial Group Inc. |
0 |
4,310 |
+4,310 |
+100% |
| Synergy Financial Management LLC |
0 |
3,414 |
+3,414 |
+100% |
| Braun Bostich & Associates Inc. |
0 |
24,742 |
+24,742 |
+100% |
| Insight Wealth Strategies LLC |
0 |
3,563 |
+3,563 |
+100% |
| EWG Elevate Inc. |
0 |
5,041 |
+5,041 |
+100% |
| Cedar Brook Financial Partners LLC |
0 |
2,932 |
+2,932 |
+100% |
| Aspire Private Capital LLC |
0 |
36 |
+36 |
+100% |
| Sage Rhino Capital LLC |
0 |
2,771 |
+2,771 |
+100% |
| Lionsbridge Wealth Management LLC |
0 |
35,408 |
+35,408 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,163 |
+1,163 |
+100% |
| Game Plan Financial Advisors LLC |
0 |
300 |
+300 |
+100% |
| RMR Wealth Builders |
0 |
5,817 |
+5,817 |
+100% |
| Tempus Wealth Planning LLC |
0 |
14,579 |
+14,579 |
+100% |
| Accel Wealth Management |
0 |
5,022 |
+5,022 |
+100% |
| Latitude Advisors LLC |
0 |
8,914 |
+8,914 |
+100% |
| Proquility Private Wealth Partners LLC |
0 |
3,667 |
+3,667 |
+100% |
| Privium Fund Management UK Ltd |
0 |
14,579 |
+14,579 |
+100% |
| Ronald Blue Trust Inc. |
0 |
333 |
+333 |
+100% |
| Guardian Wealth Advisors LLC |
0 |
11,932 |
+11,932 |
+100% |
| WealthTrust Asset Management LLC |
0 |
7,767 |
+7,767 |
+100% |
| SJS Investment Consulting Inc. |
0 |
354 |
+354 |
+100% |
| Win Advisors Inc. |
0 |
84,673 |
+84,673 |
+100% |
| ETF Store Inc. |
0 |
3,867 |
+3,867 |
+100% |
| Key Client Fiduciary Advisors LLC |
0 |
2,811 |
+2,811 |
+100% |
| Warner Financial Inc. |
0 |
3,012 |
+3,012 |
+100% |
| Global Assets Advisory LLC |
0 |
18,318 |
+18,318 |
+100% |
| EnRich Financial Partners LLC |
0 |
0 |
UNCH |
100% |
| Etfidea LLC |
0 |
2,921 |
+2,921 |
+100% |
| PFG Investments LLC |
0 |
4,204 |
+4,204 |
+100% |
| Norden Group LLC |
0 |
26,247 |
+26,247 |
+100% |
| Rakuten Securities Inc. |
0 |
23 |
+23 |
+100% |
| Focus Financial Network Inc. |
0 |
8,889 |
+8,889 |
+100% |
| Foguth Wealth Management LLC. |
0 |
74,350 |
+74,350 |
+100% |
| Diversify Advisory Services LLC |
0 |
234,225 |
+234,225 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
1,093 |
1,093 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| City Holding Co. |
680 |
680 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
336 |
336 |
UNCH |
0.00% |
| First National Corp MA ADV |
3,295 |
3,295 |
UNCH |
0.00% |
| Matrix Asset Advisors Inc. NY |
3,212 |
3,212 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
750 |
750 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
160 |
160 |
UNCH |
0.00% |
| Trust Co. of Vermont |
215 |
215 |
UNCH |
0.00% |
| Whittier Trust Co. |
904 |
904 |
UNCH |
0.00% |
| Sonata Capital Group Inc. |
4,055 |
4,055 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
449 |
449 |
UNCH |
0.00% |
| Bangor Savings Bank |
101 |
101 |
UNCH |
0.00% |
| BKD Wealth Advisors LLC |
3,739 |
3,739 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
468 |
468 |
UNCH |
0.00% |
| BLB&B Advisors LLC |
19,226 |
19,226 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
347 |
347 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
220 |
220 |
UNCH |
0.00% |
| Callan Capital LLC |
5,648 |
5,648 |
UNCH |
0.00% |
| Smith Anglin Financial LLC |
5,800 |
5,800 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
625 |
625 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
190 |
190 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
1,183 |
1,183 |
UNCH |
0.00% |
| MCF Advisors LLC |
283 |
283 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
2,893 |
2,893 |
UNCH |
0.00% |
| Ayalon Holdings Ltd. |
12,122 |
12,122 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
47 |
47 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
1,600 |
1,600 |
UNCH |
0.00% |
| Summit Trail Advisors LLC |
10,749 |
10,749 |
UNCH |
0.00% |
| Pinnacle Bank |
200 |
200 |
UNCH |
0.00% |
| Cahaba Wealth Management Inc. |
5,338 |
5,338 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
1,088 |
1,088 |
UNCH |
0.00% |
| Acorn Wealth Advisors LLC |
5,101 |
5,101 |
UNCH |
0.00% |
| West Branch Capital LLC |
56 |
56 |
UNCH |
0.00% |
| Retirement Group LLC |
500 |
500 |
UNCH |
0.00% |
| Sunesis Advisors LLC |
13,074 |
13,074 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
15 |
15 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
430 |
430 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
21,070 |
21,070 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
24 |
24 |
UNCH |
0.00% |
| Key Financial Inc |
85,649 |
85,649 |
UNCH |
0.00% |
| CVA Family Office LLC |
286 |
286 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
345 |
345 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
144,588 |
144,588 |
UNCH |
0.00% |
| AFS Financial Group LLC |
3,541 |
3,541 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
5 |
5 |
UNCH |
0.00% |
| Integrity Financial Corp WA |
331 |
331 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
55 |
55 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
330 |
330 |
UNCH |
0.00% |
| Horizons Wealth Management |
158 |
158 |
UNCH |
0.00% |
| Stephens Consulting LLC |
720 |
720 |
UNCH |
0.00% |
| Olistico Wealth LLC |
3,445 |
3,445 |
UNCH |
0.00% |
| Lwmg LLC |
9,864 |
9,864 |
UNCH |
0.00% |
| Delta Financial Group Inc. |
5,833 |
5,833 |
UNCH |
0.00% |
| United Community Bank |
5,992 |
5,992 |
UNCH |
0.00% |
| Turtle Creek Wealth Advisors LLC |
18,914 |
18,914 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
6 |
6 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
265 |
265 |
UNCH |
0.00% |
| Fairman Group LLC |
1,250 |
1,250 |
UNCH |
0.00% |
| Financial Synergies Wealth Advisors Inc. |
16 |
16 |
UNCH |
0.00% |
| 13F Filers Decreasing SPYG Share Count |
|---|
| Cutler Group LP |
1,902 |
2 |
-1,900 |
-99.89% |
| FFT Wealth Management LLC |
545,981 |
4,219 |
-541,762 |
-99.23% |
| M&R Capital Management Inc. |
4,045 |
58 |
-3,987 |
-98.57% |
| Eagle Strategies LLC |
237,618 |
6,801 |
-230,817 |
-97.14% |
| Advisor Resource Council |
120,945 |
4,886 |
-116,059 |
-95.96% |
| Mutual Advisors LLC |
277,568 |
17,684 |
-259,884 |
-93.63% |
| Tradewinds Capital Management LLC |
272,241 |
18,354 |
-253,887 |
-93.26% |
| Gradient Investments LLC |
2,133 |
208 |
-1,925 |
-90.25% |
| Halpern Financial Inc. |
5,925 |
945 |
-4,980 |
-84.05% |
| McClarren Financial Advisors Inc. |
7,245 |
1,390 |
-5,855 |
-80.81% |
| Private Ocean LLC |
5,443 |
2,163 |
-3,280 |
-60.26% |
| Newbridge Financial Services Group Inc. |
4,011 |
1,611 |
-2,400 |
-59.84% |
| Atticus Wealth Management LLC |
159,968 |
67,197 |
-92,771 |
-57.99% |
| N.E.W. Advisory Services LLC |
66,881 |
30,199 |
-36,682 |
-54.85% |
| Independent Wealth Network Inc. |
119,908 |
56,603 |
-63,305 |
-52.79% |
| Horizon Wealth Management LLC |
437,972 |
252,579 |
-185,393 |
-42.33% |
| Proequities Inc. |
20,571 |
11,936 |
-8,635 |
-41.98% |
| Sequoia Financial Advisors LLC |
205,679 |
126,210 |
-79,469 |
-38.64% |
| Iron Horse Wealth Management LLC |
13,651 |
8,798 |
-4,853 |
-35.55% |
| Echo Wealth Management LLC |
91,536 |
59,644 |
-31,892 |
-34.84% |
| Ballentine Partners LLC |
5,700 |
3,865 |
-1,835 |
-32.19% |
| Drive Wealth Management LLC |
23,211 |
15,750 |
-7,461 |
-32.14% |
| Coston McIsaac & Partners |
1,626 |
1,131 |
-495 |
-30.44% |
| Financial Management Network Inc. |
8,018 |
5,579 |
-2,439 |
-30.42% |
| Mitchell Sinkler & Starr PA |
31,540 |
22,170 |
-9,370 |
-29.71% |
| PFG Private Wealth Management LLC |
126,891 |
89,511 |
-37,380 |
-29.46% |
| Hudson Valley Investment Advisors Inc. ADV |
9,887 |
7,096 |
-2,791 |
-28.23% |
| Strategic Financial Concepts LLC |
20,252 |
14,717 |
-5,535 |
-27.33% |
| GPS Wealth Strategies Group LLC |
65,711 |
47,816 |
-17,895 |
-27.23% |
| Sawyer & Company Inc |
1,332 |
972 |
-360 |
-27.03% |
| Aspen Investment Management Inc |
49,648 |
36,909 |
-12,739 |
-25.66% |
| Gainplan LLC |
4,212 |
3,155 |
-1,057 |
-25.09% |
| Pinnacle Associates Ltd. |
23,760 |
17,867 |
-5,893 |
-24.80% |
| Founders Financial Securities LLC |
785,640 |
606,687 |
-178,953 |
-22.78% |
| Apollon Wealth Management LLC |
10,973 |
8,634 |
-2,339 |
-21.32% |
| Huntington National Bank |
6,075 |
4,837 |
-1,238 |
-20.38% |
| JNBA Financial Advisors |
351,029 |
285,256 |
-65,773 |
-18.74% |
| Empire Life Investments Inc. |
26,388 |
21,488 |
-4,900 |
-18.57% |
| Money Design Co. Ltd. |
353,624 |
288,810 |
-64,814 |
-18.33% |
| Financial Futures Ltd Liability Co. |
79,294 |
64,866 |
-14,428 |
-18.20% |
| Moseley Investment Management Inc. |
5,193 |
4,251 |
-942 |
-18.14% |
| Sound Income Strategies LLC |
1,467 |
1,219 |
-248 |
-16.91% |
| Financial Advisory Service Inc. |
3,284 |
2,733 |
-551 |
-16.78% |
| Berkshire Bank |
15,978 |
13,398 |
-2,580 |
-16.15% |
| Leicht Financial Planning & Wealth Management Inc. |
610,805 |
513,062 |
-97,743 |
-16.00% |
| Kingswood Wealth Advisors LLC |
13,117 |
11,114 |
-2,003 |
-15.27% |
| Ignite Planners LLC |
26,050 |
22,126 |
-3,924 |
-15.06% |
| Commonwealth Equity Services LLC |
2,087,170 |
1,776,352 |
-310,818 |
-14.89% |
| Avion Wealth |
2,462 |
2,109 |
-353 |
-14.34% |
| Trilogy Capital Inc. |
641,141 |
554,617 |
-86,524 |
-13.50% |
| Brookstone Capital Management |
657,664 |
571,305 |
-86,359 |
-13.13% |
| Essex Financial Services Inc. |
8,361 |
7,308 |
-1,053 |
-12.59% |
| Mather Group LLC. |
16,320 |
14,267 |
-2,053 |
-12.58% |
| Flagship Harbor Advisors LLC |
997,616 |
872,346 |
-125,270 |
-12.56% |
| Wallace Advisory Group LLC |
8,439 |
7,409 |
-1,030 |
-12.21% |
| Tilson Financial Group Inc. |
19,960 |
17,663 |
-2,297 |
-11.51% |
| Gryphon Financial Partners LLC |
13,688 |
12,118 |
-1,570 |
-11.47% |
| Cary Street Partners Asset Management LLC |
334,021 |
296,581 |
-37,440 |
-11.21% |
| Juncture Wealth Strategies LLC |
18,735 |
16,650 |
-2,085 |
-11.13% |
| Fiduciary Alliance LLC |
10,267 |
9,134 |
-1,133 |
-11.04% |
| Concord Wealth Partners |
178,536 |
158,956 |
-19,580 |
-10.97% |
| Prestige Wealth Management Group LLC |
1,570 |
1,400 |
-170 |
-10.83% |
| Raymond James Financial Services Advisors Inc. |
2,451,046 |
2,212,381 |
-238,665 |
-9.74% |
| Lantz Financial LLC |
12,239 |
11,073 |
-1,166 |
-9.53% |
| Coombe Bender & Co LLC |
25,406 |
22,995 |
-2,411 |
-9.49% |
| Smartleaf Asset Management LLC |
59,980 |
54,366 |
-5,614 |
-9.36% |
| Affinity Capital Advisors LLC |
83,322 |
76,071 |
-7,251 |
-8.70% |
| Strategies Wealth Advisors LLC |
6,659 |
6,121 |
-538 |
-8.08% |
| Bremer Bank National Association |
5,758 |
5,302 |
-456 |
-7.92% |
| Spire Wealth Management |
72,724 |
66,974 |
-5,750 |
-7.91% |
| CHURCHILL MANAGEMENT Corp |
18,955 |
17,457 |
-1,498 |
-7.90% |
| Oak Harvest Investment Services |
174,552 |
160,832 |
-13,720 |
-7.86% |
| Teamwork Financial Advisors LLC |
5,094 |
4,700 |
-394 |
-7.73% |
| GoalVest Advisory LLC |
98,108 |
90,585 |
-7,523 |
-7.67% |
| PSI Advisors LLC |
61,155 |
56,798 |
-4,357 |
-7.12% |
| Global Trust Asset Management LLC |
1,501 |
1,401 |
-100 |
-6.66% |
| Colton Groome Financial Advisors LLC |
81,688 |
76,441 |
-5,247 |
-6.42% |
| Meritage Portfolio Management |
113,371 |
106,126 |
-7,245 |
-6.39% |
| Altfest L J & Co. Inc. |
16,522 |
15,475 |
-1,047 |
-6.34% |
| Rehmann Capital Advisory Group |
23,099 |
21,645 |
-1,454 |
-6.29% |
| Redwood Financial Network Corp |
8,874 |
8,346 |
-528 |
-5.95% |
| SFG Wealth Management LLC. |
11,509 |
10,824 |
-685 |
-5.95% |
| Capital Investment Advisory Services LLC |
28,466 |
26,882 |
-1,584 |
-5.56% |
| Madden Advisory Services Inc. |
3,922 |
3,704 |
-218 |
-5.56% |
| Navalign LLC |
227,466 |
214,882 |
-12,584 |
-5.53% |
| Choice Wealth Advisors LLC |
254,905 |
241,068 |
-13,837 |
-5.43% |
| Klingman & Associates LLC |
731,560 |
694,399 |
-37,161 |
-5.08% |
| JFS Wealth Advisors LLC |
8,558 |
8,130 |
-428 |
-5.00% |
| IAG Wealth Partners LLC |
96,231 |
91,490 |
-4,741 |
-4.93% |
| Mcdonald Partners LLC |
26,452 |
25,153 |
-1,299 |
-4.91% |
| McKinley Carter Wealth Services Inc. |
6,724 |
6,395 |
-329 |
-4.89% |
| Signal Advisors Wealth LLC |
81,884 |
77,941 |
-3,943 |
-4.82% |
| YHB Investment Advisors Inc. |
35,960 |
34,246 |
-1,714 |
-4.77% |
| One Day In July LLC |
78,513 |
74,789 |
-3,724 |
-4.74% |
| Bill Few Associates Inc. |
4,607 |
4,391 |
-216 |
-4.69% |
| Optas LLC |
198,719 |
189,547 |
-9,172 |
-4.62% |
| Ballast Advisors LLC |
6,265 |
5,986 |
-279 |
-4.45% |
| GLOBALT Investments LLC GA |
1,231,415 |
1,179,743 |
-51,672 |
-4.20% |
| Pure Financial Advisors Inc. |
7,220 |
6,918 |
-302 |
-4.18% |
| Willis Johnson & Associates Inc. |
2,340,371 |
2,243,033 |
-97,338 |
-4.16% |
| Tobias Financial Advisors Inc. |
78,922 |
75,661 |
-3,261 |
-4.13% |
| Warren Street Wealth Advisors LLC |
6,926 |
6,642 |
-284 |
-4.10% |
| Eclectic Associates Inc. ADV |
4,157 |
3,987 |
-170 |
-4.09% |
| Epic Trust Investment Advisors LLC |
40,345 |
38,717 |
-1,628 |
-4.04% |
| Moloney Securities Asset Management LLC |
67,350 |
64,744 |
-2,606 |
-3.87% |
| WealthShield Partners LLC |
38,031 |
36,584 |
-1,447 |
-3.80% |
| BCS Wealth Management |
83,804 |
80,631 |
-3,173 |
-3.79% |
| USAdvisors Wealth Management LLC |
74,180 |
71,384 |
-2,796 |
-3.77% |
| Oxinas Partners Wealth Management LLC |
111,775 |
107,873 |
-3,902 |
-3.49% |
| Larson Financial Group LLC |
63,173 |
60,970 |
-2,203 |
-3.49% |
| Luken Investment Analytics LLC |
48,314 |
46,635 |
-1,679 |
-3.48% |
| ERTS Wealth Advisors LLC |
1,018,766 |
983,450 |
-35,316 |
-3.47% |
| Inspirion Wealth Advisors LLC |
341,585 |
330,379 |
-11,206 |
-3.28% |
| Measured Wealth Private Client Group LLC |
453,968 |
440,022 |
-13,946 |
-3.07% |
| Transform Wealth LLC |
73,672 |
71,532 |
-2,140 |
-2.90% |
| Denver Wealth Management Inc. |
76,076 |
73,890 |
-2,186 |
-2.87% |
| Transcend Wealth Collective LLC |
84,703 |
82,377 |
-2,326 |
-2.75% |
| Safeguard Financial LLC |
27,380 |
26,641 |
-739 |
-2.70% |
| Orgel Wealth Management LLC |
2,901,613 |
2,824,671 |
-76,942 |
-2.65% |
| 626 Financial LLC |
10,149 |
9,920 |
-229 |
-2.26% |
| Curran Financial Partners LLC |
20,698 |
20,245 |
-453 |
-2.19% |
| WFA Asset Management Corp |
288,527 |
282,267 |
-6,260 |
-2.17% |
| LexAurum Advisors LLC |
70,477 |
68,956 |
-1,521 |
-2.16% |
| Arden Trust Co |
285,278 |
279,290 |
-5,988 |
-2.10% |
| Nvest Financial LLC |
28,142 |
27,589 |
-553 |
-1.97% |
| L.M. Kohn & Company |
25,083 |
24,606 |
-477 |
-1.90% |
| SkyOak Wealth LLC |
34,139 |
33,504 |
-635 |
-1.86% |
| Fragasso Group Inc. |
39,572 |
38,857 |
-715 |
-1.81% |
| AdvisorNet Financial Inc |
7,805 |
7,667 |
-138 |
-1.77% |
| Vance Wealth Inc. |
33,790 |
33,201 |
-589 |
-1.74% |
| Sovereign Financial Group Inc. |
12,201 |
11,990 |
-211 |
-1.73% |
| Apollon Financial LLC |
107,243 |
105,438 |
-1,805 |
-1.68% |
| Wellspring Financial Advisors LLC |
112,067 |
110,229 |
-1,838 |
-1.64% |
| Better Money Decisions LLC |
20,062 |
19,744 |
-318 |
-1.59% |
| Whitcomb & Hess Inc. |
397,395 |
391,212 |
-6,183 |
-1.56% |
| Capstone Wealth Management Group LLC |
4,460 |
4,391 |
-69 |
-1.55% |
| Magnus Financial Group LLC |
142,912 |
140,794 |
-2,118 |
-1.48% |
| Cooper Financial Group |
68,932 |
67,909 |
-1,023 |
-1.48% |
| Fifth Third Bancorp |
16,248 |
16,010 |
-238 |
-1.46% |
| Wealth Enhancement Advisory Services LLC |
440,095 |
433,721 |
-6,374 |
-1.45% |
| Occidental Asset Management LLC |
97,084 |
95,847 |
-1,237 |
-1.27% |
| Good Life Advisors LLC |
365,821 |
361,324 |
-4,497 |
-1.23% |
| Brio Consultants LLC |
9,537 |
9,427 |
-110 |
-1.15% |
| Towerpoint Wealth LLC |
43,676 |
43,175 |
-501 |
-1.15% |
| Marietta Wealth Management LLC |
33,181 |
32,799 |
-382 |
-1.15% |
| Fingerlakes Wealth Management Inc. |
12,920 |
12,773 |
-147 |
-1.14% |
| Truefg LLC |
492,216 |
486,728 |
-5,488 |
-1.11% |
| Snider Financial Group |
3,689 |
3,654 |
-35 |
-0.95% |
| Somerset Trust Co |
6,636 |
6,577 |
-59 |
-0.89% |
| Twelve Points Wealth Management LLC |
13,142 |
13,034 |
-108 |
-0.82% |
| Cordatus Wealth Management LLC |
323,585 |
321,180 |
-2,405 |
-0.74% |
| Peterson Financial Group Inc. |
53,670 |
53,286 |
-384 |
-0.72% |
| GHP Investment Advisors Inc. |
164,678 |
163,539 |
-1,139 |
-0.69% |
| Strategic Blueprint LLC |
19,484 |
19,363 |
-121 |
-0.62% |
| Calton & Associates Inc. |
7,820 |
7,772 |
-48 |
-0.61% |
| JNB Advisors LLC |
85,892 |
85,386 |
-506 |
-0.59% |
| Crescent Sterling Ltd. |
8,604 |
8,554 |
-50 |
-0.58% |
| Triton Wealth Management PLLC |
32,500 |
32,313 |
-187 |
-0.58% |
| Prosperity Planning Inc. |
14,827 |
14,745 |
-82 |
-0.55% |
| McNaughton Wealth Management LLC |
168,483 |
167,549 |
-934 |
-0.55% |
| Retirement Income Solutions Inc |
58,761 |
58,471 |
-290 |
-0.49% |
| Rede Wealth LLC |
23,104 |
22,997 |
-107 |
-0.46% |
| Relyea Zuckerberg Hanson LLC |
93,476 |
93,069 |
-407 |
-0.44% |
| New England Capital Financial Advisors LLC |
159,628 |
158,935 |
-693 |
-0.43% |
| Compass Financial Group Inc. |
88,184 |
87,812 |
-372 |
-0.42% |
| Coastal Investment Advisors Inc. |
4,967 |
4,948 |
-19 |
-0.38% |
| LifePlan Financial LLC |
109,216 |
108,849 |
-367 |
-0.34% |
| NBC Securities Inc. |
5,789 |
5,771 |
-18 |
-0.31% |
| Flagship Private Wealth LLC |
3,776 |
3,765 |
-11 |
-0.29% |
| Intergy Private Wealth LLC |
95,003 |
94,745 |
-258 |
-0.27% |
| Financial Management Professionals Inc. |
98,016 |
97,750 |
-266 |
-0.27% |
| First Horizon Advisors Inc. |
12,972 |
12,941 |
-31 |
-0.24% |
| Donaldson Capital Management LLC |
4,722 |
4,713 |
-9 |
-0.19% |
| Auour Investments LLC |
71,484 |
71,372 |
-112 |
-0.16% |
| FC Advisory LLC |
11,879 |
11,861 |
-18 |
-0.15% |
| Investments & Financial Planning LLC |
388,742 |
388,355 |
-387 |
-0.10% |
| Private Wealth Group LLC |
46,198 |
46,161 |
-37 |
-0.08% |
| Lane & Associates LLC |
58,926 |
58,895 |
-31 |
-0.05% |
| Sunbelt Securities Inc. |
11,838 |
11,835 |
-3 |
-0.03% |
| 13F Filers Exiting SPYG |
|---|
| Capital Management Associates Inc |
325 |
0 |
-325 |
-100.00% |
| Strategic Advocates LLC |
6,122 |
0 |
-6,122 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
58 |
0 |
-58 |
-100.00% |
| B.O.S.S. Retirement Advisors LLC |
4,287 |
0 |
-4,287 |
-100.00% |
| RIA Advisory Group LLC |
1,910 |
0 |
-1,910 |
-100.00% |
| Koss Olinger Consulting LLC |
7,602 |
0 |
-7,602 |
-100.00% |
| Cordant Inc. |
30 |
0 |
-30 |
-100.00% |
| International Assets Investment Management LLC |
95,443 |
0 |
-95,443 |
-100.00% |
| First Pacific Financial |
25 |
0 |
-25 |
-100.00% |
| Lloyd Advisory Services LLC. |
3,276 |
0 |
-3,276 |
-100.00% |
| Vigilare Wealth Management |
4,118 |
0 |
-4,118 |
-100.00% |
| Meridian Wealth Management LLC |
93,021 |
0 |
-93,021 |
-100.00% |
| First PREMIER Bank |
35 |
0 |
-35 |
-100.00% |
| LGL Partners LLC |
511,735 |
0 |
-511,735 |
-100.00% |
| Clear Investment Research LLC |
1,020 |
0 |
-1,020 |
-100.00% |
| True North Advisors LLC |
3,245 |
0 |
-3,245 |
-100.00% |
| Plimoth Trust Co. LLC |
12,385 |
0 |
-12,385 |
-100.00% |
| Compagnie Lombard Odier SCmA |
140 |
0 |
-140 |
-100.00% |
| FDx Advisors Inc. |
19,701 |
0 |
-19,701 |
-100.00% |
| Hollencrest Capital Management |
589 |
0 |
-589 |
-100.00% |
See Summary: Institutional Holders of SPYG
See Details: Top 10 Hedge Funds Holding SPYG
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