Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,227 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
1,201,662
shares
|
$108 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,167,033
shares
|
$105 Million
9.11% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
1,144,816
shares
|
$103 Million
11.69% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
1,118,864
shares
|
$100 Million
2.38% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,073,142
shares
|
$96.3 Million
0.09% of portfolio
|
Q1 2025
Added 51.3%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
1,062,498
shares
|
$95.3 Million
3.5% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,041,037
shares
|
$93.4 Million
10.19% of portfolio
|
Q1 2025
Added 28.75%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
1,026,913
shares
|
$92.1 Million
20.21% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,322
shares
|
$87.8 Million
7.82% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
978,221
shares
|
$87.7 Million
0.06% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$85.2 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$85.2 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
941,935
shares
|
$84.5 Million
1.41% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
939,590
shares
|
$84.3 Million
0.94% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
920,034
shares
|
$82.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 31.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
910,702
shares
|
$81.7 Million
4.09% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
879,023
shares
|
$78.8 Million
20.33% of portfolio
|
Q1 2025
Added 41.31%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
833,758
shares
|
$74.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 24.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
833,241
shares
|
$74.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 25.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
829,566
shares
|
$74.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
817,114
shares
|
$73.3 Million
11.27% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
775,808
shares
|
$69.6 Million
0.78% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
754,366
shares
|
$67.7 Million
0.88% of portfolio
|
Q1 2025
Added 61.11%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
730,549
shares
|
$65.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
723,250
shares
|
$64.9 Million
11.3% of portfolio
|
Q1 2025
Added 33.13%
|