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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,613
shares
|
$608,528
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,600
shares
|
$607,332
0.08% of portfolio
|
Q1 2021
Reduced 10.81%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
6,598
shares
|
$607,147
0.36% of portfolio
|
Q3 2024
Reduced 80.73%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,596
shares
|
$606,963
0.23% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
6,534
shares
|
$601,258
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,464
shares
|
$594,817
0.01% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,315
shares
|
$581,106
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,272
shares
|
$577,149
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
6,268
shares
|
$576,781
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
6,202
shares
|
$570,708
0.49% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,197
shares
|
$570,247
0.01% of portfolio
|
Q3 2024
Reduced 51.69%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,151
shares
|
$566,015
0.04% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,134
shares
|
$564,450
0.11% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
6,132
shares
|
$564,266
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
6,098
shares
|
$561,137
0.21% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
5,997
shares
|
$551,843
0.09% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
5,997
shares
|
$551,843
0.07% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,948
shares
|
$547,334
0.15% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,940
shares
|
$546,598
0.04% of portfolio
|
Q3 2024
Reduced 68.25%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,915
shares
|
$544,298
0.04% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,915
shares
|
$544,298
0.13% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
5,875
shares
|
$540,617
0.02% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
5,833
shares
|
$536,752
0.18% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,825
shares
|
$536,016
0.02% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
5,795
shares
|
$533,255
0.3% of portfolio
|
Q4 2024
Reduced 6.46%
|