Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,222 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
70,089
shares
|
$5.62 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
70,000
shares
|
$5.61 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
69,916
shares
|
$5.6 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
69,870
shares
|
$5.6 Million
6.64% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
69,860
shares
|
$5.6 Million
0.36% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
69,463
shares
|
$5.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,915
shares
|
$5.52 Million
0.34% of portfolio
|
Q4 2022
Added 14.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
68,875
shares
|
$5.52 Million
0.66% of portfolio
|
Q4 2024
Added 103.87%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
68,755
shares
|
$5.51 Million
3.27% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Apr 15, 2025 Q1 2025 |
68,294
shares
|
$5.47 Million
4.28% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
67,493
shares
|
$5.41 Million
0.12% of portfolio
|
Q4 2024
Reduced 48.34%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
66,599
shares
|
$5.34 Million
0.07% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
65,742
shares
|
$5.27 Million
0.29% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
65,443
shares
|
$5.24 Million
0.45% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
65,346
shares
|
$5.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
65,127
shares
|
$5.22 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
64,671
shares
|
$5.18 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
64,400
shares
|
$5.16 Million
0.37% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
64,050
shares
|
$5.13 Million
0.5% of portfolio
|
Q1 2025
Reduced 40.28%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
63,778
shares
|
$5.11 Million
1.68% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
62,779
shares
|
$5.03 Million
1.16% of portfolio
|
Q4 2024
Added 54.37%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
61,923
shares
|
$4.96 Million
0.17% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
61,770
shares
|
$4.95 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
61,721
shares
|
$4.95 Million
0.8% of portfolio
|
Q4 2024
Added 26.92%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
60,722
shares
|
$4.87 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.41%
|