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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
60,537
shares
|
$5.42 Million
1.41% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
60,535
shares
|
$5.42 Million
0.46% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
59,690
shares
|
$5.35 Million
2.27% of portfolio
|
Q4 2024
Added 79.53%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
59,649
shares
|
$5.34 Million
1.6% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
58,411
shares
|
$5.23 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
57,657
shares
|
$5.17 Million
0.49% of portfolio
|
Q4 2024
Reduced 27.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
57,499
shares
|
$5.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 37.95%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
57,224
shares
|
$5.13 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
56,892
shares
|
$5.1 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
56,804
shares
|
$5.09 Million
3.2% of portfolio
|
Q4 2024
Added 156.39%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
56,249
shares
|
$5.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
55,395
shares
|
$4.96 Million
0.02% of portfolio
|
Q4 2024
Added 72.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
55,028
shares
|
$4.93 Million
0.25% of portfolio
|
Q4 2022
Added 421.35%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
54,703
shares
|
$4.9 Million
3.76% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
54,330
shares
|
$4.87 Million
2.61% of portfolio
|
Q4 2024
Added 80.03%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
54,202
shares
|
$4.86 Million
4.25% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
53,860
shares
|
$4.83 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
53,468
shares
|
$4.79 Million
2.37% of portfolio
|
Q4 2024
Added 46.27%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
53,382
shares
|
$4.78 Million
1.52% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
53,211
shares
|
$4.77 Million
1.8% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
51,885
shares
|
$4.65 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
51,613
shares
|
$4.62 Million
3.32% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
51,409
shares
|
$4.61 Million
0.68% of portfolio
|
Q4 2024
Added 14.38%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
50,616
shares
|
$4.53 Million
2.66% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
50,511
shares
|
$4.53 Million
1.43% of portfolio
|
Q4 2024
Reduced 7.47%
|