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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
212,995
shares
|
$19.1 Million
0.19% of portfolio
|
Q4 2024
Added 95.86%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
209,918
shares
|
$18.8 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
207,012
shares
|
$18.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
206,775
shares
|
$18.5 Million
12.23% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$18.5 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
205,257
shares
|
$18.4 Million
10.65% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$18.3 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
204,435
shares
|
$18.3 Million
0.26% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
204,400
shares
|
$18.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
203,630
shares
|
$18.2 Million
10.57% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
203,288
shares
|
$18.2 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
203,235
shares
|
$18.2 Million
5.32% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
201,779
shares
|
$18.1 Million
9.3% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
198,121
shares
|
$17.7 Million
3.83% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
197,600
shares
|
$17.7 Million
9.52% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
194,755
shares
|
$17.4 Million
9.98% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
194,484
shares
|
$17.4 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
193,015
shares
|
$17.3 Million
0.8% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
191,719
shares
|
$17.2 Million
3.81% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
190,424
shares
|
$17.1 Million
9.71% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
185,420
shares
|
$16.6 Million
4.17% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
180,082
shares
|
$16.1 Million
11.61% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
175,276
shares
|
$15.7 Million
0.04% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
171,251
shares
|
$15.3 Million
0.34% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
169,927
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.24%
|