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 |
|---|---|---|---|---|---|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
512,400
shares
|
$45.9 Million
4.52% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
494,970
shares
|
$44.3 Million
5.27% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
488,049
shares
|
$43.7 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
473,209
shares
|
$42.4 Million
2.21% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
469,016
shares
|
$42 Million
4.93% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
468,225
shares
|
$41.9 Million
0.61% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
466,294
shares
|
$41.8 Million
4.35% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
463,983
shares
|
$41.6 Million
1.0% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
463,819
shares
|
$41.6 Million
13.34% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
444,939
shares
|
$39.9 Million
1.67% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
443,096
shares
|
$39.7 Million
0.45% of portfolio
|
Q4 2024
Added 49.34%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
440,434
shares
|
$39.5 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
433,254
shares
|
$38.8 Million
4.98% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
429,490
shares
|
$38.5 Million
2.93% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
426,316
shares
|
$38.2 Million
12.01% of portfolio
|
Q1 2024
Reduced 13.82%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
425,246
shares
|
$38.1 Million
6.65% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
414,823
shares
|
$37.2 Million
8.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
413,740
shares
|
$37.1 Million
5.57% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
411,930
shares
|
$36.9 Million
7.22% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
410,414
shares
|
$36.8 Million
2.5% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
400,030
shares
|
$35.8 Million
1.9% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
396,694
shares
|
$35.5 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
389,070
shares
|
$34.9 Million
7.23% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
384,830
shares
|
$34.5 Million
3.48% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
384,327
shares
|
$34.4 Million
7.7% of portfolio
|
Q4 2024
Added 6.89%
|