Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,113 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 $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
43,060
shares
|
$3.96 Million
0.1% of portfolio
|
Q1 2023
Reduced 3.91%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
42,613
shares
|
$3.92 Million
0.31% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
42,525
shares
|
$3.91 Million
0.15% of portfolio
|
Q3 2024
Added 18.79%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
42,116
shares
|
$3.88 Million
2.89% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
42,043
shares
|
$3.87 Million
1.26% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
41,872
shares
|
$3.85 Million
0.75% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
41,742
shares
|
$3.84 Million
0.24% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
41,501
shares
|
$3.82 Million
0.84% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
41,093
shares
|
$3.78 Million
2.81% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
40,808
shares
|
$3.76 Million
0.57% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
40,781
shares
|
$3.75 Million
1.78% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
40,669
shares
|
$3.74 Million
0.8% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
40,530
shares
|
$3.73 Million
0.09% of portfolio
|
Q2 2020
Reduced 1.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
39,679
shares
|
$3.65 Million
0.5% of portfolio
|
Q4 2024
Added 23.7%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
39,669
shares
|
$3.65 Million
4.5% of portfolio
|
Q3 2024
Reduced 79.86%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,251
shares
|
$3.61 Million
0.12% of portfolio
|
Q3 2022
Added 21.99%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
39,073
shares
|
$3.6 Million
0.54% of portfolio
|
Q1 2024
Added 92.61%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
38,423
shares
|
$3.54 Million
0.21% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
38,366
shares
|
$3.53 Million
3.63% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
38,256
shares
|
$3.52 Million
1.48% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
38,210
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
37,976
shares
|
$3.49 Million
0.56% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
37,970
shares
|
$3.49 Million
2.94% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
37,952
shares
|
$3.49 Million
1.71% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
37,364
shares
|
$3.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.49%
|