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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,151,207
shares
|
$99.3 Million
7.63% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,054,189
shares
|
$90.9 Million
0.16% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
1,050,514
shares
|
$90.6 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,012,008
shares
|
$87.3 Million
0.81% of portfolio
|
Q3 2024
Reduced 33.06%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,322
shares
|
$84.5 Million
7.82% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$81.9 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$81.9 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
931,914
shares
|
$80.4 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
908,754
shares
|
$78.4 Million
1.74% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
883,318
shares
|
$76.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
833,831
shares
|
$71.9 Million
12.09% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
814,797
shares
|
$70.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
794,117
shares
|
$68.5 Million
8.17% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
766,508
shares
|
$66.1 Million
0.06% of portfolio
|
Q3 2024
Added 129.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,405
shares
|
$61.8 Million
0.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
707,430
shares
|
$61 Million
5.15% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
692,993
shares
|
$59.8 Million
0.06% of portfolio
|
Q3 2024
Added 26.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
683,897
shares
|
$59 Million
3.26% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
683,097
shares
|
$58.9 Million
3.52% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
676,635
shares
|
$58.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
676,037
shares
|
$58.3 Million
20.36% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
672,828
shares
|
$58 Million
6.45% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
671,758
shares
|
$57.9 Million
0.11% of portfolio
|
Q3 2023
Added 9.08%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
663,444
shares
|
$57.2 Million
14.27% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
649,822
shares
|
$56 Million
7.43% of portfolio
|
Q3 2024
Added 7.82%
|