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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
34,023,208
shares
|
$3.05 Billion
1.26% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
20,126,715
shares
|
$1.8 Billion
3.73% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
16,832,670
shares
|
$1.51 Billion
0.49% of portfolio
|
Q4 2024
Added 176.93%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
12,247,814
shares
|
$1.1 Billion
6.21% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,149,242
shares
|
$730 Million
0.19% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,403,501
shares
|
$663 Million
0.05% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
5,569,845
shares
|
$499 Million
12.89% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,552,330
shares
|
$497 Million
4.85% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,261,185
shares
|
$471 Million
0.04% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,635,243
shares
|
$415 Million
6.38% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,634,594
shares
|
$415 Million
4.18% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,210,466
shares
|
$377 Million
17.57% of portfolio
|
Q4 2024
Added 194.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,006,929
shares
|
$359 Million
0.07% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,975,868
shares
|
$356 Million
4.05% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,680,799
shares
|
$330 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,614,288
shares
|
$324 Million
2.3% of portfolio
|
Q4 2024
Added 148942.8%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
3,542,609
shares
|
$317 Million
5.37% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,473,756
shares
|
$311 Million
9.99% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,309,979
shares
|
$297 Million
7.88% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
3,228,143
shares
|
$289 Million
10.2% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,166,950
shares
|
$284 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,995,112
shares
|
$268 Million
1.51% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,929,633
shares
|
$262 Million
0.02% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,829,544
shares
|
$253 Million
7.27% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,793,283
shares
|
$250 Million
0.53% of portfolio
|
Q4 2024
Added 30.52%
|