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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,979
shares
|
$446,068
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
4,915
shares
|
$440,334
0.01% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,914
shares
|
$440,245
0.02% of portfolio
|
Q2 2022
Reduced 2.85%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
4,906
shares
|
$439,528
0.18% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
4,879
shares
|
$437,109
0.07% of portfolio
|
Q4 2024
Reduced 88.81%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
4,860
shares
|
$435,407
0.19% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
4,859
shares
|
$435,317
0.12% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4,848
shares
|
$434,332
0.16% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,842
shares
|
$433,794
0.04% of portfolio
|
Q1 2024
Reduced 20.84%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,832
shares
|
$432,898
0.14% of portfolio
|
Q3 2024
Added 344.12%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,829
shares
|
$432,630
0.05% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
4,800
shares
|
$430,032
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,788
shares
|
$428,956
0.03% of portfolio
|
Q3 2024
Added 55.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,725
shares
|
$423,312
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,722
shares
|
$423,043
0.01% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
4,719
shares
|
$422,775
0.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4,715
shares
|
$422,416
0.06% of portfolio
|
Q4 2023
Reduced 24.68%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,679
shares
|
$419,191
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,657
shares
|
$417,220
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,634
shares
|
$415,160
0.03% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
4,600
shares
|
$412,114
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,599
shares
|
$412,024
0.11% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,577
shares
|
$410,053
0.04% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,575
shares
|
$409,874
0.1% of portfolio
|
Q4 2022
Added 0.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
4,571
shares
|
$409,515
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|