Signals

← Signals

☆SPYG

77 in-universe funds with a nonzero position in SPYG within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#23
Score / z0.670 / 4.51
Consensus24.33 over 51 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 615.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 298.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 234.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 171.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 163.3 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 73.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 48.1 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 43.5 22.8% 1 +22.8 pp +22.8 pp +22.8 pp +22.8 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 35.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 26.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 25.9 15.3% 2 -2.1 pp +15.3 pp +15.3 pp +15.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 25.2 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 17.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 15.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 15.7 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 14.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 13.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 10.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 9.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 8.6 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 7.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 6.6 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.6 0.1% 2 -1.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 4.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 3.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 3.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 2.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 2.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 2.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 2.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 1.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kropog Financial Group, LLC CIK 0002084205 0.748 39 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SPYG). Qtrs Held counts distinct quarters this fund has actually held SPYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SPYG position size. Δ columns are the percentage-point change in SPYG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status