Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,096 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 $24.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
96,715
shares
|
$8.45 Million
3.43% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
95,275
shares
|
$8.32 Million
0.02% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
95,218
shares
|
$8.32 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
95,005
shares
|
$8.3 Million
4.58% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
94,793
shares
|
$8.28 Million
3.34% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
93,854
shares
|
$8.2 Million
3.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
93,449
shares
|
$8.16 Million
5.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
93,405
shares
|
$8.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
93,244
shares
|
$8.15 Million
5.87% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
93,172
shares
|
$8.14 Million
0.44% of portfolio
|
Q2 2024
Reduced 9.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
92,662
shares
|
$8.09 Million
0.09% of portfolio
|
Q3 2024
Added 54.29%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
91,878
shares
|
$8.03 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
91,281
shares
|
$7.97 Million
2.45% of portfolio
|
Q3 2024
Added 23.06%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
91,229
shares
|
$7.97 Million
3.74% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
91,081
shares
|
$7.96 Million
0.88% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
90,975
shares
|
$7.95 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
90,068
shares
|
$7.87 Million
1.51% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
89,763
shares
|
$7.84 Million
0.52% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
89,694
shares
|
$7.84 Million
5.42% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
89,616
shares
|
$7.83 Million
0.83% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
89,399
shares
|
$7.81 Million
1.13% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
88,851
shares
|
$7.76 Million
1.98% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
88,660
shares
|
$7.75 Million
1.19% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
88,626
shares
|
$7.74 Million
2.67% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
88,509
shares
|
$7.73 Million
3.65% of portfolio
|
Q3 2024
Added 1.33%
|