Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,097 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
142,319
shares
|
$13 Million
6.13% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
140,197
shares
|
$12.8 Million
2.88% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
139,150
shares
|
$12.7 Million
5.63% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
138,957
shares
|
$12.7 Million
0.83% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
138,879
shares
|
$12.7 Million
0.45% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
138,533
shares
|
$12.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
137,566
shares
|
$12.5 Million
1.99% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
135,424
shares
|
$12.3 Million
2.97% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
133,302
shares
|
$12.1 Million
2.96% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
132,723
shares
|
$12.1 Million
4.27% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
132,426
shares
|
$12.1 Million
1.58% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
130,645
shares
|
$11.9 Million
0.22% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
130,158
shares
|
$11.9 Million
4.76% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
129,600
shares
|
$11.8 Million
2.09% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
128,591
shares
|
$11.7 Million
4.81% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
128,436
shares
|
$11.7 Million
5.66% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
124,333
shares
|
$11.3 Million
2.33% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
123,417
shares
|
$11.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
122,873
shares
|
$11.2 Million
1.74% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
122,612
shares
|
$11.2 Million
6.12% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
120,471
shares
|
$11 Million
3.95% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
117,858
shares
|
$10.7 Million
2.26% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
117,358
shares
|
$10.7 Million
6.13% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
117,210
shares
|
$10.7 Million
4.45% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
116,755
shares
|
$10.6 Million
8.2% of portfolio
|
Q3 2024
Reduced 4.23%
|