Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,215 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
82,434
shares
|
$7.39 Million
3.08% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
82,019
shares
|
$7.35 Million
2.35% of portfolio
|
Q4 2024
Reduced 29.65%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
80,266
shares
|
$7.19 Million
7.92% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
79,806
shares
|
$7.15 Million
0.27% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
79,179
shares
|
$7.09 Million
3.59% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
78,894
shares
|
$7.07 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
78,506
shares
|
$7.03 Million
1.42% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
78,501
shares
|
$7.03 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
77,823
shares
|
$6.97 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
77,538
shares
|
$6.95 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
77,526
shares
|
$6.95 Million
2.93% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
77,319
shares
|
$6.93 Million
1.07% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
77,081
shares
|
$6.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
77,019
shares
|
$6.9 Million
2.21% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
75,208
shares
|
$6.74 Million
0.55% of portfolio
|
Q4 2023
Added 7.77%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
75,073
shares
|
$6.73 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
74,858
shares
|
$6.71 Million
0.01% of portfolio
|
Q4 2024
Added 95.91%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
74,674
shares
|
$6.69 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
74,375
shares
|
$6.66 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
73,755
shares
|
$6.61 Million
2.35% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
73,293
shares
|
$6.57 Million
2.33% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
72,414
shares
|
$6.49 Million
0.36% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
72,333
shares
|
$6.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
72,332
shares
|
$6.48 Million
5.04% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
71,883
shares
|
$6.44 Million
1.86% of portfolio
|
Q3 2023
Reduced 32.64%
|