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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
12,503
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
12,489
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
12,391
shares
|
$1.08 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
12,389
shares
|
$1.08 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
12,371
shares
|
$1.08 Million
0.33% of portfolio
|
Q1 2024
Added 0.96%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
12,355
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
12,354
shares
|
$1.08 Million
0.58% of portfolio
|
Q4 2024
Added 134.07%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,349
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,264
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
12,243
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,221
shares
|
$1.07 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
12,184
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
12,122
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2023
Reduced 37.1%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
12,108
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
11,903
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Reduced 53.8%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
11,831
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2023
Added 3.8%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
11,821
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2024
Added 30.1%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
11,678
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
11,502
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2022
Reduced 12.93%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
11,346
shares
|
$993,115
0.28% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
11,295
shares
|
$988,651
0.09% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
11,292
shares
|
$988,388
0.35% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
11,216
shares
|
$981,736
0.02% of portfolio
|
Q4 2022
Reduced 15.13%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,168
shares
|
$977,535
0.08% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,073
shares
|
$969,219
0.26% of portfolio
|
Q1 2024
Reduced 9.53%
|