Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,095 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 $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
88,050
shares
|
$7.59 Million
0.02% of portfolio
|
Q3 2024
Added 50.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
87,035
shares
|
$7.51 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
86,673
shares
|
$7.47 Million
0.22% of portfolio
|
Q3 2024
Reduced 54.07%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
86,516
shares
|
$7.46 Million
2.29% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
85,212
shares
|
$7.35 Million
1.54% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
85,115
shares
|
$7.34 Million
0.27% of portfolio
|
Q3 2024
Reduced 49.49%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
85,051
shares
|
$7.33 Million
1.75% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
84,971
shares
|
$7.33 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
84,944
shares
|
$7.33 Million
2.28% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
84,727
shares
|
$7.31 Million
4.29% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
84,249
shares
|
$7.27 Million
4.02% of portfolio
|
Q2 2024
Reduced 10.51%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
84,187
shares
|
$7.26 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
83,025
shares
|
$7.16 Million
7.66% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,896
shares
|
$7.15 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
79,892
shares
|
$6.89 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
79,218
shares
|
$6.83 Million
0.65% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
79,023
shares
|
$6.81 Million
0.6% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
78,702
shares
|
$6.79 Million
1.27% of portfolio
|
Q3 2024
Reduced 9.02%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
78,314
shares
|
$6.75 Million
3.39% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
77,619
shares
|
$6.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
76,704
shares
|
$6.61 Million
0.42% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
76,559
shares
|
$6.6 Million
1.19% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
76,532
shares
|
$6.6 Million
2.73% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
75,978
shares
|
$6.55 Million
0.84% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
75,208
shares
|
$6.49 Million
0.55% of portfolio
|
Q4 2023
Added 7.77%
|