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 |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
663
shares
|
$59,398
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
651
shares
|
$58,323
0.01% of portfolio
|
Q4 2024
Added 309.43%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
649
shares
|
$58,143
0.03% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
647
shares
|
$57,964
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
625
shares
|
$55,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
610
shares
|
$54,649
0.01% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
600
shares
|
$53,754
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
590
shares
|
$52,858
0.01% of portfolio
|
Q4 2024
Added 112.23%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
589
shares
|
$52,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
574
shares
|
$51,424
0.0% of portfolio
|
Q4 2024
Added 226.14%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
569
shares
|
$50,976
0.02% of portfolio
|
Q4 2024
Added 916.07%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
546
shares
|
$48,916
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
505
shares
|
$45,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
500
shares
|
$44,795
0.01% of portfolio
|
Q1 2023
Reduced 6.54%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
498
shares
|
$44,615
0.0% of portfolio
|
Q4 2024
Added 14.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
487
shares
|
$43,630
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
471
shares
|
$42,196
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
449
shares
|
$40,225
0.0% of portfolio
|
Q4 2023
Added 27.92%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
445
shares
|
$39,867
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
436
shares
|
$39,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
426
shares
|
$38,165
0.0% of portfolio
|
Q4 2024
Reduced 98.29%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
406
shares
|
$36,373
0.01% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
400
shares
|
$35,836
0.02% of portfolio
|
Q4 2018
Added 900.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
392
shares
|
$35,119
0.0% of portfolio
|
Q4 2024
Reduced 31.94%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
370
shares
|
$33,148
0.02% of portfolio
|
Q3 2024
Added 8.19%
|