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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
644,291
shares
|
$55.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
631,655
shares
|
$54.5 Million
0.67% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
627,032
shares
|
$54.1 Million
4.9% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
620,678
shares
|
$53.5 Million
11.67% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
618,564
shares
|
$53.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 24.36%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
609,472
shares
|
$52.6 Million
15.27% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
600,224
shares
|
$51.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
591,317
shares
|
$51 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
581,174
shares
|
$50.1 Million
9.03% of portfolio
|
Q3 2024
Reduced 37.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
551,833
shares
|
$47.6 Million
2.04% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
539,201
shares
|
$46.5 Million
5.88% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
533,858
shares
|
$46 Million
22.29% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
512,409
shares
|
$44.2 Million
9.53% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
498,146
shares
|
$43 Million
3.98% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
491,459
shares
|
$42.4 Million
4.88% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
489,963
shares
|
$42.3 Million
1.18% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
468,358
shares
|
$40.4 Million
12.72% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
463,983
shares
|
$40 Million
1.0% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
456,151
shares
|
$39.3 Million
1.97% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
451,865
shares
|
$39 Million
0.56% of portfolio
|
Q3 2024
Added 2657.97%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
445,915
shares
|
$38.5 Million
4.0% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
444,939
shares
|
$38.4 Million
1.67% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
442,319
shares
|
$38.1 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
439,294
shares
|
$37.9 Million
4.69% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
431,500
shares
|
$37.2 Million
0.08% of portfolio
|
Q3 2024
Added 439.38%
|