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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
22,128
shares
|
$1.98 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
22,046
shares
|
$1.98 Million
0.42% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
21,817
shares
|
$1.95 Million
0.11% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
21,785
shares
|
$1.95 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
21,752
shares
|
$1.95 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
21,632
shares
|
$1.94 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
21,432
shares
|
$1.92 Million
0.18% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
21,317
shares
|
$1.91 Million
0.64% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
20,973
shares
|
$1.88 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
20,773
shares
|
$1.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
20,638
shares
|
$1.85 Million
0.25% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
20,582
shares
|
$1.84 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
20,580
shares
|
$1.84 Million
0.62% of portfolio
|
Q4 2024
Added 39.51%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
20,446
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,298
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
20,121
shares
|
$1.8 Million
14.61% of portfolio
|
Q4 2022
Reduced 89.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
20,025
shares
|
$1.79 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
19,887
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2024
Reduced 26.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
19,797
shares
|
$1.77 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
19,783
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Added 309.08%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
19,382
shares
|
$1.74 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
19,340
shares
|
$1.73 Million
0.46% of portfolio
|
Q3 2024
Reduced 30.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
19,255
shares
|
$1.73 Million
0.02% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
19,252
shares
|
$1.72 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
19,226
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.26%
|