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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,027
shares
|
$271,188
0.11% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
3,004
shares
|
$269,128
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,003
shares
|
$269,038
0.26% of portfolio
|
Q3 2022
Added 32.52%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
2,997
shares
|
$268,501
0.06% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,980
shares
|
$266,978
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
2,973
shares
|
$266,351
0.09% of portfolio
|
Q4 2024
Added 17.79%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,967
shares
|
$265,813
0.04% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,921
shares
|
$261,692
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,861
shares
|
$256,316
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,861
shares
|
$256,316
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,861
shares
|
$256,316
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stack Financial Management, Inc
|
Feb 04, 2025 Q4 2024 |
2,812
shares
|
$251,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
2,810
shares
|
$251,747
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,806
shares
|
$251,389
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
2,780
shares
|
$249,060
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
2,777
shares
|
$248,791
0.09% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
2,772
shares
|
$248,343
0.17% of portfolio
|
Q4 2024
Reduced 36.52%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,772
shares
|
$248,343
0.06% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
2,771
shares
|
$248,253
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
2,757
shares
|
$246,999
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,752
shares
|
$246,551
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,739
shares
|
$245,387
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
2,735
shares
|
$245,028
0.05% of portfolio
|
Q4 2024
Reduced 76.86%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,729
shares
|
$244,491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Feb 11, 2025 Q4 2024 |
2,726
shares
|
$244,222
0.09% of portfolio
|
Q4 2024
Reduced 7.28%
|