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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
251,923
shares
|
$22.6 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
251,322
shares
|
$22.5 Million
2.92% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
250,238
shares
|
$22.4 Million
8.79% of portfolio
|
Q4 2024
Added 107.72%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
248,896
shares
|
$22.3 Million
12.47% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
246,957
shares
|
$22.1 Million
16.4% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
245,715
shares
|
$22 Million
12.39% of portfolio
|
Q4 2024
Added 158.63%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
243,975
shares
|
$21.9 Million
11.09% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
240,593
shares
|
$21.6 Million
3.17% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
237,316
shares
|
$21.3 Million
0.56% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
235,417
shares
|
$21.1 Million
3.36% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
228,651
shares
|
$20.5 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
227,473
shares
|
$20.4 Million
3.49% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
227,081
shares
|
$20.3 Million
0.13% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
225,019
shares
|
$20.2 Million
11.29% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
223,116
shares
|
$20 Million
0.31% of portfolio
|
Q3 2022
Reduced 55.74%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
221,137
shares
|
$19.8 Million
10.51% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
221,032
shares
|
$19.8 Million
0.78% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
220,866
shares
|
$19.8 Million
2.02% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$19.5 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
217,218
shares
|
$19.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
216,830
shares
|
$19.4 Million
0.08% of portfolio
|
Q4 2024
Added 611.62%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
216,568
shares
|
$19.4 Million
16.47% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
215,999
shares
|
$19.4 Million
4.5% of portfolio
|
Q4 2024
Added 235.77%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
214,295
shares
|
$19.2 Million
0.68% of portfolio
|
Q4 2024
Added 381.77%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
214,245
shares
|
$19.2 Million
0.44% of portfolio
|
Q4 2024
Added 4.77%
|