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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
422,233
shares
|
$36.4 Million
2.22% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
419,259
shares
|
$36.2 Million
8.4% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
415,636
shares
|
$35.8 Million
5.28% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
413,223
shares
|
$35.6 Million
7.28% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
405,739
shares
|
$35 Million
0.5% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
404,379
shares
|
$34.9 Million
2.88% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
403,799
shares
|
$34.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
403,283
shares
|
$34.8 Million
11.61% of portfolio
|
Q2 2024
Added 6.2%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
389,070
shares
|
$33.6 Million
7.23% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
388,550
shares
|
$33.5 Million
10.3% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
387,114
shares
|
$33.4 Million
1.79% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
385,043
shares
|
$33.2 Million
6.55% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
381,706
shares
|
$32.9 Million
5.94% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
381,274
shares
|
$32.9 Million
20.04% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
370,396
shares
|
$31.9 Million
0.17% of portfolio
|
Q2 2023
Added 5643.46%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
367,674
shares
|
$31.7 Million
7.4% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
366,615
shares
|
$31.6 Million
8.16% of portfolio
|
Q3 2024
Added 1901.61%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
362,570
shares
|
$31.3 Million
1.56% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
359,570
shares
|
$31 Million
7.37% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
358,007
shares
|
$30.9 Million
0.56% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
356,813
shares
|
$30.8 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
356,218
shares
|
$30.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
348,106
shares
|
$30 Million
2.46% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
345,165
shares
|
$29.8 Million
13.91% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
338,742
shares
|
$29.2 Million
1.95% of portfolio
|
Q3 2024
Added 3.33%
|