Vault-13

SPDR SERIES TRUST SPYG

PRTFLO S&P500 GW · ETP · CUSIP 78464A409

1,326 institutional holders -21 vs Q4 2025
324,213,103324.2m shares reported held*
$31.5bnreported value*
71 new 554 added 483 reduced 99 sold out net sold ≈ $648.7m (-6.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($188.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $97.15. Options: 5 managers hold calls ($37.8m notional), 4 hold puts ($13.3m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 678Q4 22: 757Q1 23: 760Q2 23: 802Q3 23: 828Q4 23: 919Q1 24: 953Q2 24: 1,025Q3 24: 1,023Q4 24: 1,142Q1 25: 1,107Q2 25: 1,172Q3 25: 1,222Q4 25: 1,347Q1 26: 1,3261,326Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022678
Q4 2022757
Q1 2023760
Q2 2023802
Q3 2023828
Q4 2023919
Q1 2024953
Q2 20241,025
Q3 20241,023
Q4 20241,142
Q1 20251,107
Q2 20251,172
Q3 20251,222
Q4 20251,347
Q1 20261,326

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 24: 539 bought or addedQ2 24: 370 cut or sold outQ3 24: 461 bought or addedQ3 24: 470 cut or sold outQ3 24Q4 24: 527 bought or addedQ4 24: 425 cut or sold outQ1 25: 521 bought or addedQ1 25: 511 cut or sold outQ1 25Q2 25: 611 bought or addedQ2 25: 433 cut or sold outQ3 25: 565 bought or addedQ3 25: 504 cut or sold outQ3 25Q4 25: 587 bought or addedQ4 25: 534 cut or sold outQ1 26: 625 bought or addedQ1 26: 582 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024539370
Q3 2024461470
Q4 2024527425
Q1 2025521511
Q2 2025611433
Q3 2025565504
Q4 2025587534
Q1 2026625582

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60m$80mQ2 25 calls: $49.7mQ2 25 puts: $14.0mQ2 25P/C 0.28Q3 25 calls: $71.7mQ3 25 puts: $15.2mQ3 25P/C 0.21Q4 25 calls: $34.2mQ4 25 puts: $12.3mQ4 25P/C 0.36Q1 26 calls: $37.8mQ1 26 puts: $13.3mQ1 26P/C 0.35
Numbers
QuarterCallsPutsP/C
Q2 2025$49.7m$14.0m0.28
Q3 2025$71.7m$15.2m0.21
Q4 2025$34.2m$12.3m0.36
Q1 2026$37.8m$13.3m0.35

Biggest buyers

Independent Advisor Alliance Added +1,814,783+1.8m
Gerber Kawasaki Wealth & Investment Management Added +1,585,033+1.6m
FLAGSHIP HARBOR ADVISORS, LLC New +1,295,429+1.3m
Horizon Investments, LLC Added +999,585+999.6k
Kestra Investment Management, LLC Added +963,453+963.5k
GOLDMAN SACHS GROUP INC Added +634,064+634.1k
NICOLET BANKSHARES INC Added +581,140+581.1k
DIVERSIFY WEALTH MANAGEMENT, LLC Added +479,780+479.8k
TWO SIGMA INVESTMENTS, LP New +383,400+383.4k
Summit Financial, LLC Added +376,074+376.1k

Biggest sellers

MORGAN STANLEY Reduced -6,675,789-6.7m
ENVESTNET ASSET MANAGEMENT INC Reduced -2,597,675-2.6m
HB Wealth Management, LLC Reduced -2,014,808-2.0m
TIAA TRUST, NATIONAL ASSOCIATION Reduced -1,647,309-1.6m
Clark Capital Management Group, Inc. Reduced -991,989-992.0k
Corient Private Wealth LP Reduced -908,010-908.0k
BANK OF AMERICA CORP /DE/ Reduced -887,761-887.8k
Envestnet Portfolio Solutions, Inc. Reduced -584,903-584.9k
Advisory Alpha, LLC Reduced -548,163-548.2k
Orion Porfolio Solutions, LLC Reduced -451,956-452.0k

Biggest calls

JANE STREET GROUP, LLC Added $10.8m109.8k shares
CITADEL ADVISORS LLC Added $10.3m105.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $8.7m89.2k shares
IMC-Chicago, LLC Added $6.2m80.1k shares
GROUP ONE TRADING LLC Added $1.8m27.6k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $7.2m73.8k shares
JANE STREET GROUP, LLC Added $3.0m30.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.0m30.3k shares
WELLS FARGO & COMPANY/MN New $107.7k1.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 1.04% of their portfolio FORT MILL, SC 39,830,47939.8m $3.9bn $3.9bn 1.04% Reduced -387.3k -387,298
2 Financial Engines Advisors L.L.C. 3.46% of their portfolio SANTA CLARA, CA 17,402,08917.4m $1.7bn $1.7bn 3.46% Added +114.4k +114,434
3 GOLDMAN SACHS GROUP INC 0.19% of their portfolio NEW YORK, NY 15,021,38015.0m $1.5bn $1.5bn 0.19% Added +634.1k +634,064
4 Allworth Financial LP 4.94% of their portfolio FOLSOM, CA 12,409,63112.4m $1.2bn $1.2bn 4.94% Added +24.7k +24,685
5 AMERIPRISE FINANCIAL INC 0.23% of their portfolio MINNEAPOLIS, MN 10,254,46510.3m $1.0bn $1.0bn 0.23% Reduced -53.1k -53,128
6 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 9,543,7399.5m $934.4m $934.4m 0.06% Reduced -6.7m -6,675,789
7 ENVESTNET ASSET MANAGEMENT INC 0.23% of their portfolio Berwyn, PA 8,585,6578.6m $840.6m $840.6m 0.23% Reduced -2.6m -2,597,675
8 Horizon Investments, LLC 7.01% of their portfolio Charlotte, NC 6,388,8436.4m $625.5m $625.5m 7.01% Added +999.6k +999,585
9 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 5,679,2665.7m $534.2m $534.2m 0.04% Reduced -89.1k -89,069
10 Valmark Advisers, Inc. 5.68% of their portfolio AKRON, OH 4,884,3384.9m $478.2m $478.2m 5.68% Added +223.1k +223,140
11 Equitable Holdings, Inc. 1.27% of their portfolio NEW YORK, NY 4,667,5974.7m $197.8m $197.8m 1.27% Reduced -242.7k -242,743
12 VANTAGEPOINT INVESTMENT ADVISERS LLC 3.53% of their portfolio WASHINGTON, DC 4,260,3684.3m $417.1m $417.1m 3.53% Reduced -179.7k -179,673
13 RAYMOND JAMES FINANCIAL INC 0.13% of their portfolio ST. PETERSBURG, FL 4,157,1034.2m $407.0m $407.0m 0.13% Added +126.8k +126,771
14 Dynasty Wealth Management, LLC 3.26% of their portfolio ST. PETERSBURG, FL 3,816,6753.8m $373.7m $373.7m 3.26% Reduced -19.3k -19,280
15 UBS Group AG 0.06% of their portfolio ZURICH, V8 3,727,1643.7m $364.9m $364.9m 0.06% Added +128.8k +128,757
16 Quotient Wealth Partners, LLC 9.49% of their portfolio DALLAS, TX 3,681,8803.7m $360.5m $360.5m 9.49% Reduced -6.3k -6,345
17 Kestra Investment Management, LLC 6.04% of their portfolio AUSTIN, TX 3,579,1923.6m $350.4m $350.4m 6.04% Added +963.5k +963,453
18 Orgel Wealth Management, LLC 7.23% of their portfolio ALTOONA, WI 3,429,1173.4m $335.7m $335.7m 7.23% Reduced -261.9k -261,855
19 WELLS FARGO & COMPANY/MN 0.06% of their portfolio SAN FRANCISCO, CA 3,184,4103.2m $311.8m $311.8m 0.06% Added +239.9k +239,915
20 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 3,130,5563.1m $306.5m $306.5m 0.02% Reduced -887.8k -887,761
21 Cetera Investment Advisers 0.32% of their portfolio SCHAUMBURG, IL 3,077,8813.1m $301.4m $301.4m 0.32% Reduced -20.8k -20,778
22 AE Wealth Management LLC 1.62% of their portfolio TOPEKA, KS 3,069,0383.1m $300.5m $300.5m 1.62% Added +126.4k +126,353
23 Advisory Alpha, LLC 7.89% of their portfolio HOLLAND, MI 2,950,1003.0m $288.8m $288.8m 7.89% Reduced -548.2k -548,163
24 Willis Johnson & Associates, Inc. 15.91% of their portfolio Houston, TX 2,786,4812.8m $272.8m $272.8m 15.91% Added +98.5k +98,504
25 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 2,786,2352.8m $272.8m $272.8m 0.05% Added +297.2k +297,196
26 CWM, LLC 0.72% of their portfolio OMAHA, NE 2,780,8182.8m $272.3m $272.3m 0.72% Reduced -62.4k -62,399
27 HB Wealth Management, LLC 1.63% of their portfolio Atlanta, GA 2,767,1242.8m $251.3m $251.3m 1.63% Reduced -2.0m -2,014,808
28 TRUIST FINANCIAL CORP 0.34% of their portfolio CHARLOTTE, NC 2,575,6532.6m $252.2m $252.2m 0.34% Reduced -86.4k -86,412
29 HighTower Advisors, LLC 0.25% of their portfolio CHICAGO, IL 2,427,3092.4m $237.7m $237.7m 0.25% Added +48.7k +48,739
30 OSAIC HOLDINGS, INC. 0.33% of their portfolio SCOTTSDALE, AZ 2,321,2832.3m $227.3m $227.3m 0.33% Reduced -102.0k -102,045
31 NorthRock Partners, LLC 3.47% of their portfolio MINNEAPOLIS, MN 2,194,6152.2m $214.9m $214.9m 3.47% Added +99.2k +99,203
32 Private Advisor Group, LLC 1.01% of their portfolio MORRISTOWN, NJ 2,190,5262.2m $214.5m $214.5m 1.01% Added +13.8k +13,831
33 Connecticut Wealth Management, LLC 8.67% of their portfolio FARMINGTON, CT 2,112,1432.1m $206.8m $206.8m 8.67% Added +170.0k +170,020
34 SCS Capital Management LLC 2.01% of their portfolio BOSTON, MA 1,940,3331.9m $190.0m $190.0m 2.01% Added +94.7k +94,722
35 FMR LLC 0.01% of their portfolio BOSTON, MA 1,848,6481.8m $181.0m $181.0m 0.01% Added +11.3k +11,271
36 Independent Advisor Alliance 1.93% of their portfolio CHARLOTTE, NC 1,841,6961.8m $180.3m $180.3m 1.93% Added +1.8m +1,814,783
37 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.68% of their portfolio CHARLOTTE, NC 1,803,9571.8m $176.6m $176.6m 0.68% First filing
38 STIFEL FINANCIAL CORP 0.16% of their portfolio ST. LOUIS, MO 1,786,9671.8m $175.0m $175.0m 0.16% Added +57.7k +57,698
39 Gerber Kawasaki Wealth & Investment Management 5.37% of their portfolio SANTA MONICA, CA 1,721,5571.7m $168.7m $168.7m 5.37% Added +1.6m +1,585,033
40 DIVERSIFY WEALTH MANAGEMENT, LLC 3.32% of their portfolio SANDY, UT 1,666,6621.7m $185.9m $185.9m 3.32% Added +479.8k +479,780
41 Kingsview Wealth Management, LLC 2.15% of their portfolio GRANTS PASS, OR 1,607,8431.6m $157.4m $157.4m 2.15% Added +100.5k +100,494
42 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 1,512,3091.5m $148.1m $148.1m 0.21% Reduced -113.3k -113,283
43 Focused Wealth Management, Inc 15.37% of their portfolio Newburgh, NY 1,502,4411.5m $147.1m $147.1m 15.37% Added +41.6k +41,640
44 Savant Capital, LLC 0.71% of their portfolio ROCKFORD, IL 1,494,8521.5m $146.4m $146.4m 0.71% Reduced -26.8k -26,820
45 OLD NATIONAL BANCORP /IN/ 2.39% of their portfolio EVANSVILLE, IN 1,454,3581.5m $142.4m $142.4m 2.39% Added +199.1k +199,089
46 CoreCap Advisors, LLC 4.80% of their portfolio SOUTHFIELD, MI 1,439,1671.4m $140.9m $140.9m 4.80% Reduced -27.5k -27,500
47 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 1,389,4601.4m $136.0m $136.0m 0.08% Added +125.7k +125,746
48 Octavia Wealth Advisors, LLC 13.00% of their portfolio CINCINNATI, OH 1,388,7171.4m $136.0m $136.0m 13.00% Added +284.4k +284,434
49 BENJAMIN EDWARDS INC 1.34% of their portfolio Clayton, MO 1,375,8981.4m $134.7m $134.7m 1.34% Added +33.3k +33,329
50 Mariner, LLC 0.16% of their portfolio Overland Park, KS 1,365,5821.4m $133.7m $133.7m 0.16% Reduced -136.9k -136,903
51 Syntegra Private Wealth Group, LLC 12.32% of their portfolio Chesterfield, MO 1,324,9641.3m $129.7m $129.7m 12.32% Reduced -148.1k -148,116
52 FLAGSHIP HARBOR ADVISORS, LLC 5.58% of their portfolio BOSTON, MA 1,295,4291.3m $126.8m $126.8m 5.58% New
53 AlphaStar Capital Management, LLC 8.75% of their portfolio CORNELIUS, NC 1,211,7371.2m $118.6m $118.6m 8.75% Reduced -145.0k -145,048
54 PRUDENTIAL FINANCIAL INC 0.15% of their portfolio NEWARK, NJ 1,203,2261.2m $117.8m $117.8m 0.15% Reduced -1.5k -1,482
55 First National Trust Co 3.93% of their portfolio Johnstown, PA 1,178,8871.2m $115.4m $115.4m 3.93% Added +6.8k +6,793
56 MML INVESTORS SERVICES, LLC 0.30% of their portfolio SPRINGFIELD, MA 1,120,5071.1m $109.7m $109.7m 0.30% Added +14.9k +14,898
57 Integrated Wealth Concepts LLC 0.84% of their portfolio WALTHAM, MA 1,073,2831.1m $105.1m $105.1m 0.84% Added +282.3k +282,259
58 Cambridge Investment Research Advisors, Inc. 0.27% of their portfolio FAIRFIELD, IA 1,071,4431.1m $104.9m $104.9m 0.27% Added +355.5k +355,483
59 FOUNDERS FINANCIAL SECURITIES LLC 6.16% of their portfolio TOWSON, MD 1,050,2191.1m $109.2m $109.2m 6.16% Added +80.3k +80,305
60 EXCHANGE TRADED CONCEPTS, LLC 0.79% of their portfolio Oklahoma City, OK 1,048,5191.0m $102.7m $102.7m 0.79% Added +54.4k +54,359
61 Waverly Advisors, LLC 0.73% of their portfolio BIRMINGHAM, AL 989,915989.9k $96.9m $96.9m 0.73% Added +60.4k +60,364
62 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.40% of their portfolio MINNEAPOLIS, MN 974,697974.7k $95.4m $95.4m 1.40% Reduced -9.0k -9,009
63 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 930,138930.1k $88.2m $88.2m 0.04% Added +339.2k +339,207
64 CIBC Bancorp USA Inc. 0.12% of their portfolio CHICAGO, IL 915,124915.1k $89.5m $89.5m 0.12% First filing
65 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6.90% of their portfolio GRAND BLANC, MI 913,898913.9k $89.5m $89.5m 6.90% Added +44.4k +44,350
66 KWB Wealth 9.57% of their portfolio REDLANDS, CA 906,876906.9k $96.8m $96.8m 9.57% Reduced -75.3k -75,323
67 Cannon Financial Strategists, Inc. 11.37% of their portfolio ATHENS, GA 883,504883.5k $86.5m $86.5m 11.37% Added +64.1k +64,064
68 Black Swift Group, LLC 14.88% of their portfolio BOULDER, CO 868,064868.1k $85.0m $85.0m 14.88% Added +54.3k +54,313
69 Kestra Advisory Services, LLC 0.32% of their portfolio AUSTIN, TX 861,028861.0k $84.3m $84.3m 0.32% Added +115.9k +115,908
70 Corient Private Wealth LP 0.12% of their portfolio MIAMI, FL 856,830856.8k $83.1m $83.1m 0.12% Reduced -908.0k -908,010
71 NICOLET BANKSHARES INC 2.93% of their portfolio GREEN BAY, WI 804,593804.6k $79.5m $79.5m 2.93% Added +581.1k +581,140
72 Ackerman Capital Advisors, LLC 15.31% of their portfolio DALLAS, TX 762,853762.9k $74.7m $74.7m 15.31% Reduced -968 -968
73 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 727,702727.7k $71.2m $71.2m 0.05% Added +3.0k +3,027
74 First Command Advisory Services, Inc. 0.47% of their portfolio FORT WORTH, TX 714,242714.2k $69.9m $69.9m 0.47% Reduced -8.3k -8,306
75 HighPoint Advisor Group LLC 2.74% of their portfolio DOWNERS GROVE, IL 667,644667.6k $65.4m $65.4m 2.74% Added +24.9k +24,894
76 Summit Financial, LLC 0.82% of their portfolio PARSIPPANY, NJ 657,994658.0k $64.4m $64.4m 0.82% Added +376.1k +376,074
77 Klingman & Associates, LLC 3.07% of their portfolio New York, NY 654,814654.8k $64.1m $64.1m 3.07% Reduced -11.4k -11,395
78 Compton Financial Group, LLC 14.15% of their portfolio TOWSON, MD 654,320654.3k $64.1m $64.1m 14.15% Reduced -198.5k -198,463
79 IHT Wealth Management, LLC 1.50% of their portfolio Chicago, IL 652,119652.1k $63.8m $63.8m 1.50% Added +68.7k +68,685
80 RESTON WEALTH MANAGEMENT LLC 19.28% of their portfolio Reston, VA 642,954643.0k $63.0m $63.0m 19.28% Reduced -25.6k -25,580
81 SilverOak Wealth Management LLC 9.87% of their portfolio Edina, MN 637,452637.5k $62.4m $62.4m 9.87% Added +17.5k +17,491
82 CANANDAIGUA NATIONAL CORP 5.20% of their portfolio CANANDAIGUA, NY 593,091593.1k $58.1m $58.1m 5.20% First filing
83 Composition Wealth, LLC 0.77% of their portfolio LOS ANGELES, CA 573,057573.1k $56.1m $56.1m 0.77% Reduced -101.2k -101,174
84 Dakota Wealth Management 1.20% of their portfolio PALM BEACH GARDENS, FL 566,820566.8k $55.5m $55.5m 1.20% Added +233.6k +233,570
85 COURIER CAPITAL LLC 2.99% of their portfolio BUFFALO, NY 546,445546.4k $53.5m $53.5m 2.99% Added +30.5k +30,523
86 OARSMAN CAPITAL, INC. 6.60% of their portfolio MILWAUKEE, WI 543,010543.0k $53.2m $53.2m 6.60% Added +4.2k +4,211
87 Merit Financial Group, LLC 0.39% of their portfolio ALPHARETTA, GA 529,851529.9k $51.9m $51.9m 0.39% Reduced -7.5k -7,476
88 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.80% of their portfolio ST. LOUIS, MO 528,353528.4k $51.7m $51.7m 0.80% Added +15.5k +15,508
89 RFG Advisory, LLC 0.95% of their portfolio BIRMINGHAM, AL 525,501525.5k $51.5m $51.5m 0.95% Reduced -70.0k -70,041
90 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 507,584507.6k $49.7m $49.7m 0.01% Added +256.2k +256,155
91 Leicht Financial Planning & Wealth Management, Inc. 22.42% of their portfolio PARSIPPANY, NJ 504,886504.9k $49.4m $49.4m 22.42% Added +2.0k +2,033
92 Perennial Investment Advisors, LLC 3.91% of their portfolio Los Angeles, CA 500,556500.6k $49.0m $49.0m 3.91% Added +577 +577
93 Convergence Financial, LLC 5.23% of their portfolio COLUMBIA, MO 499,430499.4k $49.4m $49.4m 5.23% Reduced -43.3k -43,260
94 CGN Advisors LLC 3.77% of their portfolio MANHATTAN, KS 487,125487.1k $47.7m $47.7m 3.77% Reduced -2.0k -1,985
95 Thrivent Financial for Lutherans 0.09% of their portfolio Minneapolis, MN 480,187480.2k $47.0m $47.0m 0.09% Reduced -1.9k -1,893
96 Navigation Group, LLC 10.99% of their portfolio REDWOOD CITY, CA 479,805479.8k $47.0m $47.0m 10.99% First filing
97 Rodgers & Associates, LTD 4.69% of their portfolio Lancaster, PA 470,788470.8k $46.1m $46.1m 4.69% Added +3.0k +2,956
98 TRUEFG, LLC 11.80% of their portfolio CEDAR PARK, TX 454,660454.7k $44.5m $44.5m 11.80% Added +11.7k +11,716
99 CITIZENS FINANCIAL GROUP INC/RI 0.61% of their portfolio PROVIDENCE, RI 450,661450.7k $44.1m $44.1m 0.61% Added +27.6k +27,628
100 71 West Capital Partners 1.94% of their portfolio BOSTON, MA 450,201450.2k $44.1m $44.1m 1.94% Added +21.9k +21,854