Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,125 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,859
shares
|
$346,692
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
3,795
shares
|
$340,942
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,750
shares
|
$336,900
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,721
shares
|
$334,294
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,704
shares
|
$332,767
0.12% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
3,690
shares
|
$331,509
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,667
shares
|
$329,443
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,659
shares
|
$328,724
0.06% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
3,659
shares
|
$328,724
0.11% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,656
shares
|
$328,455
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,653
shares
|
$328,185
0.12% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,649
shares
|
$327,826
0.14% of portfolio
|
Q4 2024
Added 112.4%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
3,630
shares
|
$326,119
0.14% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
3,628
shares
|
$325,939
0.01% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
3,627
shares
|
$325,849
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,600
shares
|
$323,424
0.13% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
3,581
shares
|
$321,717
0.04% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,488
shares
|
$313,361
0.01% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,470
shares
|
$311,744
0.0% of portfolio
|
Q3 2024
Added 30.4%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,467
shares
|
$311,475
0.13% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,466
shares
|
$311,385
0.01% of portfolio
|
Q3 2024
Reduced 42.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,463
shares
|
$311,115
0.12% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
3,445
shares
|
$309,498
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,432
shares
|
$308,330
1.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
3,423
shares
|
$307,522
0.02% of portfolio
|
Q3 2024
Reduced 0.26%
|