Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,228 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $25.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
95
shares
|
$7,611
0.0% of portfolio
|
Q3 2023
New holding
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
92
shares
|
$7,371
0.0% of portfolio
|
Q4 2024
Added 4500.0%
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
88
shares
|
$7,050
0.0% of portfolio
|
Q1 2024
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
86
shares
|
$6,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
85
shares
|
$6,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
84
shares
|
$6,730
0.0% of portfolio
|
Q4 2024
Reduced 48.15%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
78
shares
|
$6,249
0.0% of portfolio
|
Q2 2023
New holding
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
78
shares
|
$6,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$5,768
0.0% of portfolio
|
Q4 2024
Reduced 81.15%
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
72
shares
|
$5,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
69
shares
|
$5,528
0.0% of portfolio
|
Q2 2024
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
66
shares
|
$5,287
0.0% of portfolio
|
Q4 2024
Reduced 60.48%
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
64
shares
|
$5,127
0.0% of portfolio
|
Q3 2024
Added 10.34%
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
60
shares
|
$4,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
59
shares
|
$4,727
0.0% of portfolio
|
Q4 2023
Reduced 82.01%
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
54
shares
|
$4,326
0.0% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
54
shares
|
$4,326
0.0% of portfolio
|
Q4 2024
New holding
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
53
shares
|
$4,246
0.0% of portfolio
|
Q2 2024
Added 12.77%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
51
shares
|
$4,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
40
shares
|
$3,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
39
shares
|
$3,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
38
shares
|
$3,044
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
36
shares
|
$2,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$2,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
31
shares
|
$2,483
0.0% of portfolio
|
Q4 2024
New holding
|