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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,251,726
shares
|
$205 Million
8.02% of portfolio
|
Q3 2024
Added 70.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,194,870
shares
|
$200 Million
1.87% of portfolio
|
Q3 2024
Added 59.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,140,048
shares
|
$195 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,997,217
shares
|
$182 Million
0.04% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,878,808
shares
|
$171 Million
0.37% of portfolio
|
Q3 2024
Reduced 24.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,792,686
shares
|
$163 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
1,696,030
shares
|
$155 Million
25.78% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,663,786
shares
|
$152 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,599,478
shares
|
$146 Million
12.58% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,589,224
shares
|
$145 Million
10.25% of portfolio
|
Q4 2023
Reduced 1.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,486,911
shares
|
$135 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,484,956
shares
|
$135 Million
0.18% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,427,742
shares
|
$130 Million
5.76% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
1,424,945
shares
|
$130 Million
15.85% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
1,393,747
shares
|
$127 Million
4.52% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,319,267
shares
|
$120 Million
5.06% of portfolio
|
Q3 2024
Added 190.29%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
1,312,418
shares
|
$120 Million
25.73% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
1,289,823
shares
|
$118 Million
12.36% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
1,287,240
shares
|
$117 Million
13.25% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,271,674
shares
|
$116 Million
0.28% of portfolio
|
Q2 2023
Added 19.93%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,244,831
shares
|
$113 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,236,696
shares
|
$113 Million
4.96% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,231,972
shares
|
$112 Million
0.31% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,212,962
shares
|
$111 Million
22.96% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,212,962
shares
|
$111 Million
23.62% of portfolio
|
Q4 2022
New holding
|