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 $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
36,322
shares
|
$3.18 Million
0.24% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
36,179
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
36,101
shares
|
$3.16 Million
2.74% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
36,026
shares
|
$3.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 68.17%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
35,798
shares
|
$3.13 Million
2.72% of portfolio
|
Q3 2024
Added 65.68%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
35,456
shares
|
$3.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
34,967
shares
|
$3.06 Million
1.5% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
34,847
shares
|
$3.05 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
34,689
shares
|
$3.04 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
34,569
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2024
Added 24.32%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
34,098
shares
|
$2.98 Million
0.9% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
34,069
shares
|
$2.98 Million
0.28% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
33,928
shares
|
$2.97 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
33,784
shares
|
$2.96 Million
0.36% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
33,771
shares
|
$2.96 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33,604
shares
|
$2.94 Million
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
33,464
shares
|
$2.93 Million
3.57% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
33,394
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
33,248
shares
|
$2.91 Million
1.01% of portfolio
|
Q3 2024
Reduced 26.51%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
33,123
shares
|
$2.9 Million
0.22% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
33,048
shares
|
$2.89 Million
1.8% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
32,839
shares
|
$2.87 Million
1.44% of portfolio
|
Q3 2024
Added 47.75%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
32,585
shares
|
$2.85 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
32,337
shares
|
$2.83 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
32,096
shares
|
$2.81 Million
0.32% of portfolio
|
Q3 2024
Reduced 93.05%
|