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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
115
shares
|
$10,478
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
113
shares
|
$10,296
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
106
shares
|
$9,658
0.0% of portfolio
|
Q3 2024
Added 307.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
101
shares
|
$9,203
0.0% of portfolio
|
Q4 2023
Reduced 49.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
100
shares
|
$9,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
95
shares
|
$8,656
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
92
shares
|
$8,383
0.01% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
90
shares
|
$8,200
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
88
shares
|
$8,018
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
85
shares
|
$7,745
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
80
shares
|
$7,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
78
shares
|
$7,107
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
69
shares
|
$6,287
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
65
shares
|
$5,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
64
shares
|
$5,831
0.0% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
59
shares
|
$5,376
0.0% of portfolio
|
Q4 2023
Reduced 82.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
58
shares
|
$5,284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
57
shares
|
$5,193
0.0% of portfolio
|
Q3 2024
Reduced 96.51%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
56
shares
|
$5,102
0.0% of portfolio
|
Q1 2023
Reduced 91.45%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
54
shares
|
$4,920
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
53
shares
|
$4,829
0.0% of portfolio
|
Q2 2024
Added 12.77%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
51
shares
|
$4,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
36
shares
|
$3,280
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
24
shares
|
$2,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
24
shares
|
$2,186
0.0% of portfolio
|
Q2 2021
New holding
|