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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,405
shares
|
$64.3 Million
0.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
713,967
shares
|
$64 Million
0.19% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
708,244
shares
|
$63.5 Million
0.55% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
697,501
shares
|
$62.6 Million
1.37% of portfolio
|
Q4 2024
Added 4359.15%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
689,483
shares
|
$61.8 Million
3.4% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
686,054
shares
|
$61.5 Million
4.86% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
671,758
shares
|
$60.2 Million
0.11% of portfolio
|
Q3 2023
Added 9.08%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
661,363
shares
|
$59.3 Million
14.1% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
649,822
shares
|
$58.3 Million
7.43% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
644,502
shares
|
$57.8 Million
2.2% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
636,095
shares
|
$57.1 Million
20.72% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
624,856
shares
|
$56 Million
11.36% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
598,061
shares
|
$53.6 Million
4.3% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
593,721
shares
|
$53.3 Million
0.1% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
573,700
shares
|
$51.5 Million
9.97% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
565,876
shares
|
$50.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
564,883
shares
|
$50.7 Million
6.3% of portfolio
|
Q1 2025
Reduced 54.0%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
557,906
shares
|
$50 Million
4.58% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
543,666
shares
|
$48.8 Million
1.43% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
541,484
shares
|
$48.6 Million
22.74% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
538,146
shares
|
$48.3 Million
3.28% of portfolio
|
Q1 2025
Added 25.3%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
533,197
shares
|
$47.8 Million
4.97% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
530,305
shares
|
$47.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 40.86%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
497,933
shares
|
$44.7 Million
0.62% of portfolio
|
Q1 2025
Reduced 17.46%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
487,387
shares
|
$43.7 Million
2.89% of portfolio
|
Q1 2025
Added 29.44%
|