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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
275,675
shares
|
$23.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
274,671
shares
|
$23.7 Million
1.32% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
272,957
shares
|
$23.5 Million
2.47% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
271,686
shares
|
$23.4 Million
3.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
266,190
shares
|
$23 Million
2.58% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
263,161
shares
|
$22.7 Million
7.14% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
260,383
shares
|
$22.5 Million
7.51% of portfolio
|
Q2 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
259,364
shares
|
$22.4 Million
0.44% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
259,105
shares
|
$22.3 Million
2.08% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
258,019
shares
|
$22.3 Million
3.89% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
255,040
shares
|
$22 Million
2.16% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
254,494
shares
|
$21.9 Million
11.82% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
245,254
shares
|
$21.2 Million
1.02% of portfolio
|
Q3 2024
Added 135.05%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
240,615
shares
|
$20.8 Million
3.65% of portfolio
|
Q3 2024
Added 48.25%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
234,506
shares
|
$20.2 Million
8.6% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
234,176
shares
|
$20.2 Million
10.55% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
232,957
shares
|
$20.1 Million
9.79% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
231,244
shares
|
$19.9 Million
7.66% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
229,907
shares
|
$19.8 Million
13.2% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
229,776
shares
|
$19.8 Million
4.56% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
228,651
shares
|
$19.7 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
227,360
shares
|
$19.6 Million
2.03% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
226,696
shares
|
$19.6 Million
0.94% of portfolio
|
Q3 2024
Added 329.54%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
225,578
shares
|
$19.5 Million
0.69% of portfolio
|
Q3 2024
Added 187.12%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
224,312
shares
|
$19.3 Million
3.72% of portfolio
|
Q3 2024
Added 2.6%
|