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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
740,951
shares
|
$66.4 Million
2.35% of portfolio
|
Q4 2024
Added 34.27%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
732,168
shares
|
$65.6 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
730,789
shares
|
$65.5 Million
0.06% of portfolio
|
Q4 2024
Added 119.9%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
727,245
shares
|
$65.2 Million
5.93% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,405
shares
|
$64.2 Million
0.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
709,295
shares
|
$63.5 Million
0.07% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
697,501
shares
|
$62.5 Million
1.38% of portfolio
|
Q4 2024
Added 4359.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
681,037
shares
|
$61 Million
0.2% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
678,681
shares
|
$60.8 Million
22.23% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
674,165
shares
|
$60.4 Million
3.65% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
671,758
shares
|
$60.2 Million
0.11% of portfolio
|
Q3 2023
Added 9.08%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
665,457
shares
|
$59.6 Million
15.38% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
652,886
shares
|
$58.5 Million
0.54% of portfolio
|
Q4 2024
Reduced 35.49%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
649,822
shares
|
$58.2 Million
7.43% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
634,301
shares
|
$56.8 Million
0.33% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
622,033
shares
|
$55.7 Million
16.25% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
621,792
shares
|
$55.7 Million
12.21% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
603,255
shares
|
$54 Million
0.97% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
601,776
shares
|
$53.9 Million
4.39% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
599,761
shares
|
$53.7 Million
7.0% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
568,892
shares
|
$51 Million
0.54% of portfolio
|
Q4 2024
Reduced 94.11%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
543,279
shares
|
$48.7 Million
9.02% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
542,457
shares
|
$48.6 Million
0.1% of portfolio
|
Q4 2024
Added 34.34%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
541,456
shares
|
$48.5 Million
10.24% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
533,858
shares
|
$47.8 Million
22.29% of portfolio
|
Q3 2024
Added 0.44%
|