Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,164 institutions that hold shares in the stock, with a total of 293 Million shares, which have been reported (via 13F filing form) to have a value of $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
31,403,162
shares
|
$2.85 Billion
1.2% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
20,617,265
shares
|
$1.87 Billion
3.51% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
12,247,814
shares
|
$1.11 Billion
6.21% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
7,819,217
shares
|
$709 Million
0.17% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,254,623
shares
|
$658 Million
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,482,434
shares
|
$588 Million
12.44% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,078,284
shares
|
$551 Million
0.17% of portfolio
|
Q3 2024
Reduced 49.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,552,440
shares
|
$504 Million
4.65% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,161,827
shares
|
$468 Million
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,635,243
shares
|
$420 Million
6.38% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,634,594
shares
|
$420 Million
4.18% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,699,331
shares
|
$335 Million
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,680,799
shares
|
$334 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
3,542,609
shares
|
$321 Million
5.37% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,473,756
shares
|
$315 Million
9.99% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
3,471,435
shares
|
$315 Million
0.05% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,309,979
shares
|
$300 Million
7.88% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
3,228,143
shares
|
$293 Million
10.2% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,995,112
shares
|
$272 Million
1.51% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,915,540
shares
|
$264 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,829,544
shares
|
$257 Million
7.27% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,783,907
shares
|
$252 Million
2.83% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$240 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,450,975
shares
|
$222 Million
0.89% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,387,215
shares
|
$216 Million
8.25% of portfolio
|
Q4 2024
Added 6.02%
|