Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,110 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
31,403,162
shares
|
$2.89 Billion
1.2% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
20,617,265
shares
|
$1.9 Billion
3.51% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
13,177,373
shares
|
$1.21 Billion
6.78% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
7,819,217
shares
|
$719 Million
0.17% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,254,623
shares
|
$667 Million
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,482,434
shares
|
$596 Million
12.44% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,078,284
shares
|
$559 Million
0.17% of portfolio
|
Q3 2024
Reduced 49.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,552,440
shares
|
$510 Million
4.65% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,161,827
shares
|
$474 Million
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,638,687
shares
|
$426 Million
6.07% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,634,594
shares
|
$426 Million
4.18% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,699,331
shares
|
$340 Million
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,471,435
shares
|
$319 Million
0.05% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,441,453
shares
|
$316 Million
9.38% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,309,979
shares
|
$304 Million
7.88% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
3,228,143
shares
|
$297 Million
10.2% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,915,540
shares
|
$268 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,875,865
shares
|
$264 Million
1.53% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,829,544
shares
|
$260 Million
7.27% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,783,907
shares
|
$256 Million
2.83% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$244 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
2,357,397
shares
|
$217 Million
14.88% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,324,775
shares
|
$214 Million
0.83% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,279,691
shares
|
$210 Million
1.61% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,262,024
shares
|
$208 Million
2.25% of portfolio
|
Q2 2023
Added 9.4%
|