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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,883
shares
|
$795,827
0.16% of portfolio
|
Q1 2024
Added 2.72%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,830
shares
|
$791,079
0.11% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,761
shares
|
$784,897
0.07% of portfolio
|
Q4 2024
Added 48.11%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,722
shares
|
$781,403
0.02% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,616
shares
|
$771,907
0.03% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
8,570
shares
|
$767,786
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,542
shares
|
$765,277
0.42% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
8,521
shares
|
$763,396
0.27% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
8,485
shares
|
$760,171
0.12% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
8,354
shares
|
$748,434
0.75% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
8,335
shares
|
$746,732
0.49% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
8,305
shares
|
$744,044
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
8,300
shares
|
$743,597
0.07% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,214
shares
|
$735,892
0.05% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
8,200
shares
|
$734,638
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
8,176
shares
|
$732,487
0.25% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,174
shares
|
$732,308
0.08% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
8,139
shares
|
$729,173
0.03% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
8,102
shares
|
$725,858
0.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,067
shares
|
$722,722
0.05% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,064
shares
|
$722,453
0.6% of portfolio
|
Q4 2024
Reduced 45.65%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
7,906
shares
|
$708,298
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
7,782
shares
|
$697,189
0.45% of portfolio
|
Q1 2021
Reduced 30.25%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
7,689
shares
|
$688,857
0.03% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
7,642
shares
|
$684,646
0.58% of portfolio
|
Q3 2022
Reduced 3.62%
|