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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
468,442
shares
|
$42 Million
2.01% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
467,458
shares
|
$41.9 Million
12.38% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
463,983
shares
|
$41.6 Million
1.0% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
463,097
shares
|
$41.5 Million
2.46% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
462,277
shares
|
$41.5 Million
4.54% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
458,805
shares
|
$41.2 Million
5.85% of portfolio
|
Q1 2025
Reduced 23.5%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
449,814
shares
|
$40.3 Million
3.89% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
444,939
shares
|
$39.9 Million
1.67% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
441,487
shares
|
$39.6 Million
6.5% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
441,402
shares
|
$39.6 Million
11.12% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
410,140
shares
|
$36.8 Million
6.47% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
407,277
shares
|
$36.5 Million
1.82% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
406,903
shares
|
$36.5 Million
5.28% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
402,817
shares
|
$36.1 Million
15.76% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
400,821
shares
|
$35.9 Million
7.07% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
399,967
shares
|
$35.9 Million
3.86% of portfolio
|
Q1 2025
Added 976.89%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
399,379
shares
|
$35.8 Million
7.19% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
396,694
shares
|
$35.6 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
389,070
shares
|
$34.9 Million
7.23% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
378,393
shares
|
$33.9 Million
3.3% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
375,568
shares
|
$33.7 Million
6.2% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
371,768
shares
|
$33.3 Million
9.71% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
369,434
shares
|
$33.1 Million
4.12% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
369,339
shares
|
$33.1 Million
19.28% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
363,477
shares
|
$32.6 Million
0.51% of portfolio
|
Q1 2025
Added 3.57%
|