Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,152 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
147
shares
|
$13,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
146
shares
|
$13,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
135
shares
|
$12,259
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
134
shares
|
$12,168
0.01% of portfolio
|
Q4 2024
Reduced 20.24%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
121
shares
|
$10,988
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
115
shares
|
$10,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
113
shares
|
$10,261
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
106
shares
|
$9,625
0.0% of portfolio
|
Q3 2024
Added 307.69%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
101
shares
|
$9,171
0.0% of portfolio
|
Q4 2023
Reduced 49.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
100
shares
|
$9,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
95
shares
|
$8,626
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
90
shares
|
$8,172
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
88
shares
|
$7,991
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
86
shares
|
$7,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
85
shares
|
$7,718
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
84
shares
|
$7,628
0.0% of portfolio
|
Q4 2024
Reduced 48.15%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
78
shares
|
$7,083
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
72
shares
|
$6,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
69
shares
|
$6,265
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
66
shares
|
$5,993
0.0% of portfolio
|
Q4 2024
Reduced 60.48%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
65
shares
|
$5,902
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
64
shares
|
$5,811
0.0% of portfolio
|
Q3 2024
Added 10.34%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
59
shares
|
$5,357
0.0% of portfolio
|
Q4 2023
Reduced 82.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
58
shares
|
$5,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
54
shares
|
$4,903
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|