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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
376,523
shares
|
$33.7 Million
2.51% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
376,472
shares
|
$33.7 Million
11.07% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
373,318
shares
|
$33.4 Million
6.53% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
373,020
shares
|
$33.4 Million
20.22% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
372,683
shares
|
$33.4 Million
1.92% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
372,069
shares
|
$33.3 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
371,987
shares
|
$33.3 Million
15.18% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
370,396
shares
|
$33.2 Million
0.17% of portfolio
|
Q2 2023
Added 5643.46%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
362,947
shares
|
$32.5 Million
7.63% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
362,570
shares
|
$32.5 Million
1.56% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
361,019
shares
|
$32.3 Million
0.46% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
360,281
shares
|
$32.3 Million
8.39% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
350,956
shares
|
$31.4 Million
0.54% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
338,471
shares
|
$30.3 Million
18.06% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
337,608
shares
|
$30.2 Million
0.33% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
335,101
shares
|
$30 Million
3.31% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
331,981
shares
|
$29.7 Million
4.72% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
329,708
shares
|
$29.5 Million
7.5% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
329,340
shares
|
$29.5 Million
15.84% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
322,595
shares
|
$28.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
319,338
shares
|
$28.6 Million
0.67% of portfolio
|
Q4 2024
Added 4610.0%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
319,327
shares
|
$28.6 Million
3.86% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
318,889
shares
|
$28.6 Million
6.52% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
318,543
shares
|
$28.5 Million
2.73% of portfolio
|
Q4 2024
Added 396.36%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
317,709
shares
|
$28.5 Million
1.01% of portfolio
|
Q4 2024
Added 13.46%
|