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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
50,451
shares
|
$4.52 Million
0.18% of portfolio
|
Q4 2024
Added 18.64%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
49,475
shares
|
$4.43 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
49,440
shares
|
$4.43 Million
1.27% of portfolio
|
Q3 2024
Added 129.9%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
49,400
shares
|
$4.43 Million
2.71% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
48,819
shares
|
$4.37 Million
0.57% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
48,390
shares
|
$4.34 Million
0.12% of portfolio
|
Q4 2024
Added 160.44%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
48,339
shares
|
$4.33 Million
0.01% of portfolio
|
Q4 2024
Added 6595.15%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
48,195
shares
|
$4.32 Million
2.2% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
47,900
shares
|
$4.29 Million
0.14% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
47,871
shares
|
$4.29 Million
3.99% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
47,841
shares
|
$4.29 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
47,744
shares
|
$4.28 Million
0.44% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
47,440
shares
|
$4.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
47,297
shares
|
$4.24 Million
0.1% of portfolio
|
Q4 2024
Added 809.03%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
47,242
shares
|
$4.23 Million
0.13% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
47,216
shares
|
$4.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
46,636
shares
|
$4.18 Million
0.84% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
46,551
shares
|
$4.17 Million
2.21% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
46,446
shares
|
$4.16 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
45,879
shares
|
$4.11 Million
0.07% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
45,774
shares
|
$4.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
45,205
shares
|
$4.05 Million
1.78% of portfolio
|
Q4 2024
Added 29.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
45,000
shares
|
$4.03 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
44,915
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
44,709
shares
|
$4.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.72%
|