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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
19,219
shares
|
$1.72 Million
0.09% of portfolio
|
Q4 2024
Added 344.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
19,194
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
19,178
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
19,174
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
19,100
shares
|
$1.71 Million
0.2% of portfolio
|
Q2 2023
Added 4.85%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
19,080
shares
|
$1.71 Million
1.43% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
19,011
shares
|
$1.7 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
18,914
shares
|
$1.69 Million
0.38% of portfolio
|
Q4 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
18,799
shares
|
$1.68 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
18,753
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2022
Reduced 4.49%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,742
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 84.81%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
18,493
shares
|
$1.66 Million
0.45% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
18,232
shares
|
$1.63 Million
0.42% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
18,200
shares
|
$1.63 Million
0.57% of portfolio
|
Q1 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,049
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2024
Added 46.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,937
shares
|
$1.61 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
17,906
shares
|
$1.6 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
17,818
shares
|
$1.6 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
17,725
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
17,595
shares
|
$1.58 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,562
shares
|
$1.57 Million
0.19% of portfolio
|
Q3 2023
Reduced 0.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
17,345
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
17,274
shares
|
$1.55 Million
0.71% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
17,259
shares
|
$1.55 Million
0.52% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
17,139
shares
|
$1.54 Million
0.28% of portfolio
|
Q4 2024
Added 0.65%
|