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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
4,055
shares
|
$354,934
0.14% of portfolio
|
Q2 2021
Reduced 14.99%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
4,034
shares
|
$353,096
0.15% of portfolio
|
Q3 2024
Added 151.81%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4,008
shares
|
$350,820
0.02% of portfolio
|
Q3 2024
Added 488.55%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,960
shares
|
$346,618
0.35% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
3,954
shares
|
$346,093
0.23% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
3,946
shares
|
$345,393
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
3,913
shares
|
$342,504
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
3,869
shares
|
$338,653
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
3,865
shares
|
$338,303
0.01% of portfolio
|
Q1 2024
Reduced 32.19%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,859
shares
|
$337,778
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
3,839
shares
|
$336,027
0.13% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
3,788
shares
|
$331,563
0.07% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
3,759
shares
|
$329,025
0.11% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,750
shares
|
$328,237
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
3,690
shares
|
$322,985
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
3,667
shares
|
$320,972
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,659
shares
|
$320,272
0.06% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
3,659
shares
|
$320,272
0.11% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,656
shares
|
$320,009
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
3,630
shares
|
$317,733
0.14% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
3,627
shares
|
$317,471
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,600
shares
|
$315,108
0.13% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
3,593
shares
|
$314,495
0.22% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
3,586
shares
|
$313,882
0.01% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
3,581
shares
|
$313,444
0.04% of portfolio
|
Q4 2024
Added 0.17%
|