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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
160
shares
|
$14,334
0.0% of portfolio
|
Q3 2023
Reduced 69.52%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
158
shares
|
$14,155
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
152
shares
|
$13,617
0.01% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
147
shares
|
$13,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
146
shares
|
$13,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
134
shares
|
$12,005
0.01% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
121
shares
|
$10,840
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
116
shares
|
$10,392
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
113
shares
|
$10,123
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
107
shares
|
$9,586
0.0% of portfolio
|
Q4 2024
Reduced 57.54%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
106
shares
|
$9,496
0.0% of portfolio
|
Q3 2024
Added 307.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
101
shares
|
$9,048
0.0% of portfolio
|
Q4 2023
Reduced 49.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
100
shares
|
$8,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
95
shares
|
$8,511
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
92
shares
|
$8,242
0.0% of portfolio
|
Q4 2024
Added 4500.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
88
shares
|
$7,883
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
86
shares
|
$7,704
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
85
shares
|
$7,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
84
shares
|
$7,525
0.0% of portfolio
|
Q4 2024
Reduced 48.15%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
78
shares
|
$6,988
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
78
shares
|
$6,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$6,450
0.0% of portfolio
|
Q4 2024
Reduced 81.15%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
72
shares
|
$6,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
69
shares
|
$6,181
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
66
shares
|
$5,912
0.0% of portfolio
|
Q4 2024
Reduced 60.48%
|