Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,215 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
30,621
shares
|
$2.74 Million
1.81% of portfolio
|
Q4 2024
Reduced 40.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,591
shares
|
$2.74 Million
0.09% of portfolio
|
Q4 2024
Added 137.77%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
30,225
shares
|
$2.71 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
30,221
shares
|
$2.71 Million
2.29% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
29,995
shares
|
$2.69 Million
1.97% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
29,865
shares
|
$2.68 Million
1.02% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
29,709
shares
|
$2.66 Million
0.09% of portfolio
|
Q4 2024
Added 36.37%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
29,455
shares
|
$2.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
29,412
shares
|
$2.64 Million
0.23% of portfolio
|
Q4 2024
Added 121.78%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
28,633
shares
|
$2.57 Million
0.3% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
27,989
shares
|
$2.51 Million
0.99% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
27,978
shares
|
$2.51 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
27,837
shares
|
$2.49 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
27,490
shares
|
$2.46 Million
4.49% of portfolio
|
Q4 2024
Reduced 33.1%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
27,407
shares
|
$2.46 Million
3.93% of portfolio
|
Q4 2024
Reduced 70.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
27,351
shares
|
$2.45 Million
0.18% of portfolio
|
Q4 2024
Added 129.78%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
27,259
shares
|
$2.44 Million
1.36% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
27,242
shares
|
$2.44 Million
0.56% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
27,140
shares
|
$2.43 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
26,991
shares
|
$2.42 Million
1.28% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
26,961
shares
|
$2.42 Million
0.55% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
26,892
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
26,857
shares
|
$2.41 Million
0.59% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
26,522
shares
|
$2.38 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
26,321
shares
|
$2.36 Million
1.07% of portfolio
|
Q4 2024
Reduced 31.2%
|