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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
308,993
shares
|
$27.7 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
307,966
shares
|
$27.6 Million
7.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
304,779
shares
|
$27.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
301,648
shares
|
$27 Million
0.42% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
300,388
shares
|
$26.9 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
298,586
shares
|
$26.8 Million
11.49% of portfolio
|
Q4 2024
Reduced 44.4%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
298,239
shares
|
$26.7 Million
9.67% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
297,478
shares
|
$26.7 Million
0.44% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
296,905
shares
|
$26.6 Million
2.75% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
290,363
shares
|
$26 Million
0.51% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
284,896
shares
|
$25.5 Million
11.09% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
276,710
shares
|
$24.8 Million
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
275,590
shares
|
$24.7 Million
3.41% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
275,222
shares
|
$24.7 Million
1.15% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
274,475
shares
|
$24.6 Million
9.66% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
271,686
shares
|
$24.3 Million
3.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
270,929
shares
|
$24.3 Million
2.33% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
270,762
shares
|
$24.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
269,315
shares
|
$24.1 Million
11.99% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
262,317
shares
|
$23.5 Million
2.63% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
260,965
shares
|
$23.4 Million
6.71% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
259,531
shares
|
$23.3 Million
3.96% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
258,721
shares
|
$23.2 Million
0.83% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
257,293
shares
|
$23.1 Million
1.17% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
256,699
shares
|
$23 Million
0.94% of portfolio
|
Q4 2024
Added 4.67%
|