# SPDR SERIES TRUST (SPYG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPYG/

- Reporting holders: 86
- Reported value: $878.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $182.2M | 1,480,133 | 5.2% | 19 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $72.8M | 591,567 | 6.3% | 9 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $62.9M | 510,696 | 1.1% | 27 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $48.5M | 394,302 | 7.7% | 4 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $46.1M | 374,184 | 9.3% | 32 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $44.7M | 363,094 | 9.6% | 22 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $44.3M | 360,100 | 7.0% | 18 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $39.1M | 318,078 | 4.8% | 27 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $32.6M | 264,876 | 2.2% | 32 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $30.3M | 246,215 | 15.3% | 14 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $30.1M | 244,460 | 2.2% | 8 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $25.2M | 205,109 | 8.7% | 11 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $25.2M | 204,395 | 4.4% | 30 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $22.4M | 181,663 | 4.4% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.6M | 134,665 | 0.1% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $11.6M | 93,842 | 0.3% | 13 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $11.1M | 89,907 | 1.3% | 16 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $11.1M | 89,780 | 0.3% | 16 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $10.6M | 86,308 | 1.2% | 32 |
| [JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/2122180-journey-retirement-planning-investment-management-llc/) | $9.7M | 78,528 | 6.9% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $9.1M | 74,188 | 7.0% | 11 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $8.7M | 70,512 | 0.5% | 25 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $8.3M | 67,720 | 2.9% | 6 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $7.6M | 62,106 | 4.2% | 8 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $6.1M | 49,965 | 4.5% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 86 | $878.7M |
| Q2 2026 | 1,418 | $43.2B |
| Q1 2026 | 1,326 | $33.0B |
| Q4 2025 | 1,352 | $35.3B |
| Q3 2025 | 1,223 | $33.6B |
| Q2 2025 | 1,172 | $29.2B |
| Q1 2025 | 1,110 | $23.6B |
| Q4 2024 | 1,143 | $27.3B |
| Q3 2024 | 1,024 | $23.0B |
| Q2 2024 | 1,025 | $23.3B |
| Q1 2024 | 953 | $20.6B |
| Q4 2023 | 917 | $17.5B |