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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
34,606
shares
|
$3.1 Million
0.01% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
34,421
shares
|
$3.08 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
34,177
shares
|
$3.06 Million
0.44% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
33,959
shares
|
$3.04 Million
0.33% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
33,933
shares
|
$3.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
33,928
shares
|
$3.04 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
33,720
shares
|
$3.02 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,654
shares
|
$3.02 Million
0.36% of portfolio
|
Q4 2024
Added 41.01%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
33,633
shares
|
$3.01 Million
1.52% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
33,565
shares
|
$3.01 Million
3.49% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
33,444
shares
|
$3 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
33,160
shares
|
$2.97 Million
0.23% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
33,035
shares
|
$2.96 Million
4.01% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
32,585
shares
|
$2.92 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
32,559
shares
|
$2.92 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,328
shares
|
$2.9 Million
0.01% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
32,121
shares
|
$2.88 Million
1.3% of portfolio
|
Q4 2024
Reduced 45.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
31,866
shares
|
$2.85 Million
0.46% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
31,767
shares
|
$2.85 Million
0.07% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
31,619
shares
|
$2.83 Million
0.39% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
31,551
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
31,424
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 51.69%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
31,154
shares
|
$2.79 Million
2.41% of portfolio
|
Q4 2024
Added 47829.23%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,803
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
30,753
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
Added 64.02%
|