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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,114
shares
|
$99,803
0.02% of portfolio
|
Q1 2024
Added 1788.14%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,105
shares
|
$98,996
0.04% of portfolio
|
Q4 2024
Reduced 7.61%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,102
shares
|
$98,728
0.03% of portfolio
|
Q3 2024
Added 40.03%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$98,549
0.03% of portfolio
|
Q2 2022
Reduced 5.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,041
shares
|
$93,263
0.01% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,032
shares
|
$92,456
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$89,590
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
944
shares
|
$84,572
0.0% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
941
shares
|
$84,304
0.02% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
935
shares
|
$83,766
0.03% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
929
shares
|
$83,229
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
878
shares
|
$78,660
0.0% of portfolio
|
Q3 2024
Reduced 39.7%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
878
shares
|
$78,660
0.02% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
857
shares
|
$76,778
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
835
shares
|
$74,807
0.05% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
816
shares
|
$73,105
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
789
shares
|
$70,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
754
shares
|
$67,550
0.0% of portfolio
|
Q4 2024
Reduced 25.64%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
750
shares
|
$67,192
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
740
shares
|
$66,296
0.0% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
720
shares
|
$64,504
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
704
shares
|
$63,071
0.01% of portfolio
|
Q4 2024
Added 137.84%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
700
shares
|
$62,713
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
676
shares
|
$60,562
0.02% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
663
shares
|
$59,398
0.02% of portfolio
|
Q3 2024
New holding
|