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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
1,283,008
shares
|
$115 Million
2.4% of portfolio
|
Q4 2024
Added 190.06%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,271,674
shares
|
$114 Million
0.28% of portfolio
|
Q2 2023
Added 19.93%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,228,034
shares
|
$110 Million
18.23% of portfolio
|
Q4 2024
Reduced 27.59%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,212,962
shares
|
$109 Million
22.96% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,212,962
shares
|
$109 Million
23.62% of portfolio
|
Q4 2022
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
1,212,277
shares
|
$109 Million
13.51% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,209,133
shares
|
$108 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,185,371
shares
|
$106 Million
11.07% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,113,302
shares
|
$99.7 Million
0.35% of portfolio
|
Q4 2024
Added 36.64%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,097,692
shares
|
$98.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,075,496
shares
|
$96.4 Million
0.16% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
1,043,404
shares
|
$93.5 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,322
shares
|
$87.7 Million
7.82% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$85.1 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$85.1 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
933,944
shares
|
$83.7 Million
1.59% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
923,953
shares
|
$82.8 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
896,664
shares
|
$80.3 Million
0.15% of portfolio
|
Q4 2024
Added 49.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
879,492
shares
|
$78.8 Million
0.07% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
873,178
shares
|
$78.2 Million
0.94% of portfolio
|
Q4 2024
Added 38.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
869,932
shares
|
$77.9 Million
0.26% of portfolio
|
Q4 2024
Added 35.02%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
833,807
shares
|
$74.7 Million
12.57% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
827,758
shares
|
$74.2 Million
4.0% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
808,553
shares
|
$72.4 Million
8.64% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
755,565
shares
|
$67.7 Million
1.04% of portfolio
|
Q4 2024
Added 111.05%
|