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 |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
11,646
shares
|
$1.04 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
11,502
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2022
Reduced 12.93%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
11,499
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
11,474
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
11,400
shares
|
$1.02 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
11,271
shares
|
$1.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
11,222
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
11,216
shares
|
$1 Million
0.02% of portfolio
|
Q4 2022
Reduced 15.13%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,152
shares
|
$999,107
0.37% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,105
shares
|
$994,896
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
11,016
shares
|
$986,923
0.43% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,004
shares
|
$985,848
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
11,000
shares
|
$985,490
0.09% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
10,878
shares
|
$974,560
0.32% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,762
shares
|
$964,167
0.79% of portfolio
|
Q4 2023
Added 51.43%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,749
shares
|
$963,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
10,744
shares
|
$962,554
0.27% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,709
shares
|
$959,419
0.25% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
10,576
shares
|
$947,503
0.07% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
10,551
shares
|
$945,264
0.22% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
10,521
shares
|
$942,576
0.09% of portfolio
|
Q4 2024
Added 26.73%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
10,476
shares
|
$938,544
0.5% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,400
shares
|
$931,736
0.54% of portfolio
|
Q1 2023
Reduced 2.52%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
10,395
shares
|
$931,288
0.05% of portfolio
|
Q4 2024
Reduced 64.89%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
10,375
shares
|
$929,496
0.13% of portfolio
|
Q4 2024
Added 1.43%
|