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 |
|---|---|---|---|---|---|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
11,016
shares
|
$964,230
0.4% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
11,003
shares
|
$963,092
0.1% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
10,772
shares
|
$942,873
0.21% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,762
shares
|
$941,997
0.79% of portfolio
|
Q4 2023
Added 51.43%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
10,759
shares
|
$941,735
0.64% of portfolio
|
Q3 2024
Added 44.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,749
shares
|
$940,859
0.02% of portfolio
|
Q4 2023
Reduced 0.93%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
10,709
shares
|
$937,358
0.25% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
10,700
shares
|
$936,571
0.09% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
10,535
shares
|
$922,128
0.23% of portfolio
|
Q3 2024
Reduced 34.35%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
10,410
shares
|
$911,187
0.48% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,400
shares
|
$910,312
0.54% of portfolio
|
Q1 2023
Reduced 2.52%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
10,235
shares
|
$895,869
0.45% of portfolio
|
Q3 2024
Added 16.96%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
10,229
shares
|
$895,344
0.13% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,222
shares
|
$894,731
0.03% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
10,220
shares
|
$894,556
0.5% of portfolio
|
Q4 2022
Added 23.24%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
10,158
shares
|
$889,129
0.82% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,141
shares
|
$887,641
0.0% of portfolio
|
Q3 2024
Reduced 66.77%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
9,906
shares
|
$867,072
0.0% of portfolio
|
Q3 2024
Added 63.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,872
shares
|
$864,096
0.02% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
9,864
shares
|
$863,395
0.16% of portfolio
|
Q4 2023
Reduced 2.01%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
9,800
shares
|
$857,794
0.11% of portfolio
|
Q2 2024
Added 15.77%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
9,743
shares
|
$852,804
0.04% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
9,728
shares
|
$851,491
0.29% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
9,686
shares
|
$847,815
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
9,533
shares
|
$834,423
0.04% of portfolio
|
Q4 2024
Added 3.6%
|