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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,600
shares
|
$145,792
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,597
shares
|
$145,518
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,520
shares
|
$138,502
0.02% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,463
shares
|
$133,308
0.05% of portfolio
|
Q4 2023
Reduced 40.6%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,401
shares
|
$127,659
0.04% of portfolio
|
Q1 2024
Reduced 6.66%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,365
shares
|
$124,378
0.01% of portfolio
|
Q3 2024
Added 675.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,338
shares
|
$121,918
0.08% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,326
shares
|
$120,825
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
1,299
shares
|
$118,364
0.08% of portfolio
|
Q3 2024
Reduced 30.42%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
1,250
shares
|
$113,900
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,244
shares
|
$113,353
0.0% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,227
shares
|
$111,804
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,196
shares
|
$108,979
0.04% of portfolio
|
Q3 2024
Reduced 97.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,183
shares
|
$107,794
0.01% of portfolio
|
Q2 2022
Reduced 57.87%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,163
shares
|
$105,972
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,162
shares
|
$105,881
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,153
shares
|
$105,061
0.02% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,131
shares
|
$103,056
0.03% of portfolio
|
Q1 2024
Reduced 30.44%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,114
shares
|
$101,507
0.02% of portfolio
|
Q1 2024
Added 1788.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,108
shares
|
$100,960
0.01% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,102
shares
|
$100,414
0.03% of portfolio
|
Q3 2024
Added 40.03%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$100,232
0.03% of portfolio
|
Q2 2022
Reduced 5.82%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,026
shares
|
$93,489
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,014
shares
|
$92,395
0.01% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$91,120
0.04% of portfolio
|
Q4 2022
New holding
|