HoldingsChannel.com
| 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% |
| 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% |
| 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% |
| MKT Advisors LLC | 4,465 | 11,614 | +7,149 | +160.11% |
| Tsfg LLC | 32,375 | 74,537 | +42,162 | +130.23% |
| 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% |
| Sage Mountain Advisors LLC | 2,012 | 3,470 | +1,458 | +72.47% |
| IMC Chicago LLC | 17,067 | 28,432 | +11,365 | +66.59% |
| 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% |
| Founders Capital Management | 59,913 | 82,011 | +22,098 | +36.88% |
| CX Institutional | 135,304 | 184,603 | +49,299 | +36.44% |
| 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% |
| Costello Asset Management INC | 267 | 345 | +78 | +29.21% |
| Global Retirement Partners LLC | 143,118 | 180,809 | +37,691 | +26.34% |
| Raymond James Trust N.A. | 3,933 | 4,894 | +961 | +24.43% |
| JJJ Advisors Inc. | 221 | 271 | +50 | +22.62% |
| Symphony Financial Ltd. Co. | 224,402 | 273,608 | +49,206 | +21.93% |
| Ausdal Financial Partners Inc. | 59,069 | 70,925 | +11,856 | +20.07% |
| 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% |
| 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% |
| Compton Financial Group LLC | 601,807 | 695,900 | +94,093 | +15.64% |
| Tennessee Valley Asset Management Partners | 5,787 | 6,652 | +865 | +14.95% |
| 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% |
| Michael S. Ryan Inc. | 67,717 | 76,114 | +8,397 | +12.40% |
| AlphaMark Advisors LLC | 2,826 | 3,170 | +344 | +12.17% |
| KWB Wealth | 1,217,588 | 1,355,343 | +137,755 | +11.31% |
| Private Trust Co. NA | 83,276 | 92,536 | +9,260 | +11.12% |
| RDA Financial Network | 32,547 | 35,905 | +3,358 | +10.32% |
| Platte River Wealth Advisors LLC | 23,050 | 25,385 | +2,335 | +10.13% |
| Bristlecone Advisors LLC | 47,459 | 52,186 | +4,727 | +9.96% |
| 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% |
| 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% |
| Steel Peak Wealth Management LLC | 4,254 | 4,551 | +297 | +6.98% |
| Vicus Capital | 207,501 | 220,619 | +13,118 | +6.32% |
| DGS Capital Management LLC | 10,088 | 10,699 | +611 | +6.06% |
| Sterling Manor Financial LLC | 187,020 | 197,463 | +10,443 | +5.58% |
| Marion Wealth Management | 79,353 | 83,646 | +4,293 | +5.41% |
| 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% |
| Aprio Wealth Management LLC | 17,703 | 18,617 | +914 | +5.16% |
| Opal Wealth Advisors LLC | 31,406 | 33,014 | +1,608 | +5.12% |
| OneAscent Financial Services LLC | 16,025 | 16,765 | +740 | +4.62% |
| Harbor Group Inc. | 181,609 | 189,611 | +8,002 | +4.41% |
| Portside Wealth Group LLC | 74,836 | 77,893 | +3,057 | +4.08% |
| Ackerman Capital Advisors LLC | 420,645 | 437,229 | +16,584 | +3.94% |
| Northwest Capital Management Inc | 2,465 | 2,543 | +78 | +3.16% |
| 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% |
| 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% |
| GenWealth Group Inc. | 116,211 | 118,888 | +2,677 | +2.30% |
| 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% |
| Signet Financial Management LLC | 396,651 | 404,347 | +7,696 | +1.94% |
| 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% |
| Iowa State Bank | 40,064 | 40,762 | +698 | +1.74% |
| Tower Wealth Partners Inc. | 180,476 | 183,259 | +2,783 | +1.54% |
| Capital Advisory Group Advisory Services LLC | 60,347 | 61,143 | +796 | +1.32% |
| Hofer & Associates. Inc | 226,691 | 229,641 | +2,950 | +1.30% |
| Fifth Third Securities Inc. | 6,722 | 6,804 | +82 | +1.22% |
| Valeo Financial Advisors LLC | 28,904 | 29,248 | +344 | +1.19% |
| Advance Capital Management Inc. | 29,507 | 29,838 | +331 | +1.12% |
| FirstPurpose Wealth LLC | 12,253 | 12,371 | +118 | +0.96% |
| ERn Financial LLC | 288,226 | 290,064 | +1,838 | +0.64% |
| 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% |
| Integrity Wealth Solutions LLC | 25,236 | 25,298 | +62 | +0.25% |
| 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% |
| Dohj LLC | 3,771 | 3,776 | +5 | +0.13% |
| Main Street Financial Solutions LLC | 4,975 | 4,981 | +6 | +0.12% |
| Lbmc Investment Advisors LLC | 33,035 | 33,063 | +28 | +0.08% |
| OLD National Bancorp IN | 1,036,367 | 1,036,950 | +583 | +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% |
| Tompkins Financial Corp | 0 | 11 | +11 | +100% |
| Investment Partners LTD. | 0 | 2,980 | +2,980 | +100% |
| Woodmont Investment Counsel LLC | 0 | 600 | +600 | +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% |
| Evanson Asset Management LLC | 0 | 2,752 | +2,752 | +100% |
| OmniStar Financial Group Inc. | 0 | 4,310 | +4,310 | +100% |
| Synergy Financial Management LLC | 0 | 3,414 | +3,414 | +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% |
| 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% |
| SJS Investment Consulting Inc. | 0 | 354 | +354 | +100% |
| Win Advisors Inc. | 0 | 84,673 | +84,673 | +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% |
| PFG Investments LLC | 0 | 4,204 | +4,204 | +100% |
| Focus Financial Network Inc. | 0 | 8,889 | +8,889 | +100% |
| Foguth Wealth Management LLC. | 0 | 74,350 | +74,350 | +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% |
| 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% |
| Harbor Investment Advisory LLC | 347 | 347 | UNCH | 0.00% |
| Westside Investment Management Inc. | 220 | 220 | 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% |
| Ayalon Holdings Ltd. | 12,122 | 12,122 | UNCH | 0.00% |
| Roble Belko & Company Inc | 47 | 47 | 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% |
| West Branch Capital LLC | 56 | 56 | UNCH | 0.00% |
| HBW Advisory Services LLC | 21,070 | 21,070 | UNCH | 0.00% |
| Pacifica Partners Inc. | 24 | 24 | 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% |
| Byrne Asset Management LLC | 5 | 5 | 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% |
| Wetzel Investment Advisors Inc. | 6 | 6 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 265 | 265 | 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| Sawyer & Company Inc | 1,332 | 972 | -360 | -27.03% |
| Founders Financial Securities LLC | 785,640 | 606,687 | -178,953 | -22.78% |
| Moseley Investment Management Inc. | 5,193 | 4,251 | -942 | -18.14% |
| Sound Income Strategies LLC | 1,467 | 1,219 | -248 | -16.91% |
| Berkshire Bank | 15,978 | 13,398 | -2,580 | -16.15% |
| Kingswood Wealth Advisors LLC | 13,117 | 11,114 | -2,003 | -15.27% |
| Ignite Planners LLC | 26,050 | 22,126 | -3,924 | -15.06% |
| 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% |
| Juncture Wealth Strategies LLC | 18,735 | 16,650 | -2,085 | -11.13% |
| Fiduciary Alliance LLC | 10,267 | 9,134 | -1,133 | -11.04% |
| 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% |
| 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% |
| Altfest L J & Co. Inc. | 16,522 | 15,475 | -1,047 | -6.34% |
| Navalign LLC | 227,466 | 214,882 | -12,584 | -5.53% |
| Choice Wealth Advisors LLC | 254,905 | 241,068 | -13,837 | -5.43% |
| IAG Wealth Partners LLC | 96,231 | 91,490 | -4,741 | -4.93% |
| Mcdonald Partners LLC | 26,452 | 25,153 | -1,299 | -4.91% |
| Signal Advisors Wealth LLC | 81,884 | 77,941 | -3,943 | -4.82% |
| Bill Few Associates Inc. | 4,607 | 4,391 | -216 | -4.69% |
| Optas LLC | 198,719 | 189,547 | -9,172 | -4.62% |
| 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% |
| Eclectic Associates Inc. ADV | 4,157 | 3,987 | -170 | -4.09% |
| Epic Trust Investment Advisors LLC | 40,345 | 38,717 | -1,628 | -4.04% |
| BCS Wealth Management | 83,804 | 80,631 | -3,173 | -3.79% |
| Oxinas Partners Wealth Management LLC | 111,775 | 107,873 | -3,902 | -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% |
| 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% |
| 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% |
| Fragasso Group Inc. | 39,572 | 38,857 | -715 | -1.81% |
| AdvisorNet Financial Inc | 7,805 | 7,667 | -138 | -1.77% |
| Sovereign Financial Group Inc. | 12,201 | 11,990 | -211 | -1.73% |
| Whitcomb & Hess Inc. | 397,395 | 391,212 | -6,183 | -1.56% |
| Capstone Wealth Management Group LLC | 4,460 | 4,391 | -69 | -1.55% |
| 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% |
| Towerpoint Wealth LLC | 43,676 | 43,175 | -501 | -1.15% |
| Fingerlakes Wealth Management Inc. | 12,920 | 12,773 | -147 | -1.14% |
| Truefg LLC | 492,216 | 486,728 | -5,488 | -1.11% |
| Somerset Trust Co | 6,636 | 6,577 | -59 | -0.89% |
| Twelve Points Wealth Management LLC | 13,142 | 13,034 | -108 | -0.82% |
| Strategic Blueprint LLC | 19,484 | 19,363 | -121 | -0.62% |
| Calton & Associates Inc. | 7,820 | 7,772 | -48 | -0.61% |
| Crescent Sterling Ltd. | 8,604 | 8,554 | -50 | -0.58% |
| Prosperity Planning Inc. | 14,827 | 14,745 | -82 | -0.55% |
| McNaughton Wealth Management LLC | 168,483 | 167,549 | -934 | -0.55% |
| Relyea Zuckerberg Hanson LLC | 93,476 | 93,069 | -407 | -0.44% |
| Coastal Investment Advisors Inc. | 4,967 | 4,948 | -19 | -0.38% |
| NBC Securities Inc. | 5,789 | 5,771 | -18 | -0.31% |
| Intergy Private Wealth LLC | 95,003 | 94,745 | -258 | -0.27% |
| Financial Management Professionals Inc. | 98,016 | 97,750 | -266 | -0.27% |
| Donaldson Capital Management LLC | 4,722 | 4,713 | -9 | -0.19% |
| FC Advisory LLC | 11,879 | 11,861 | -18 | -0.15% |
| Lane & Associates LLC | 58,926 | 58,895 | -31 | -0.05% |
| Sunbelt Securities Inc. | 11,838 | 11,835 | -3 | -0.03% |
| 13F Filers Exiting SPYG | ||||
| Strategic Advocates LLC | 6,122 | 0 | -6,122 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 58 | 0 | -58 | -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% |
| First PREMIER Bank | 35 | 0 | -35 | -100.00% |
| True North Advisors LLC | 3,245 | 0 | -3,245 | -100.00% |
| Plimoth Trust Co. LLC | 12,385 | 0 | -12,385 | -100.00% |
See Summary: Institutional Holders of SPYG
See Details: Top 10 Hedge Funds Holding SPYG
