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 |
|---|---|---|---|---|---|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
38,952
shares
|
$3.49 Million
3.0% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
38,646
shares
|
$3.46 Million
1.66% of portfolio
|
Q4 2024
Added 1435.4%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
38,366
shares
|
$3.44 Million
3.63% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
38,163
shares
|
$3.42 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
38,018
shares
|
$3.41 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
37,970
shares
|
$3.4 Million
2.94% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
37,899
shares
|
$3.4 Million
1.02% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
37,604
shares
|
$3.37 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
37,497
shares
|
$3.36 Million
0.7% of portfolio
|
Q4 2024
Added 11228.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
37,486
shares
|
$3.36 Million
0.43% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
37,182
shares
|
$3.33 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
37,141
shares
|
$3.33 Million
0.39% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
36,731
shares
|
$3.29 Million
1.73% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
36,613
shares
|
$3.28 Million
0.25% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
36,026
shares
|
$3.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 68.17%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
35,981
shares
|
$3.22 Million
0.16% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
35,921
shares
|
$3.22 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
35,839
shares
|
$3.21 Million
0.98% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,836
shares
|
$3.21 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
35,634
shares
|
$3.19 Million
1.91% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
35,531
shares
|
$3.18 Million
0.35% of portfolio
|
Q4 2024
Added 32.68%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
35,336
shares
|
$3.17 Million
0.64% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
34,916
shares
|
$3.13 Million
0.79% of portfolio
|
Q4 2024
Added 51.05%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
34,872
shares
|
$3.12 Million
0.3% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
34,835
shares
|
$3.12 Million
0.47% of portfolio
|
Q4 2024
New holding
|