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 |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
223,549
shares
|
$19.3 Million
2.97% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
223,116
shares
|
$19.2 Million
0.31% of portfolio
|
Q3 2022
Reduced 55.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
221,985
shares
|
$19.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$18.8 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
216,847
shares
|
$18.7 Million
9.12% of portfolio
|
Q3 2024
Added 32.58%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
215,018
shares
|
$18.5 Million
9.75% of portfolio
|
Q4 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
214,763
shares
|
$18.5 Million
4.3% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
212,470
shares
|
$18.3 Million
1.07% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
211,683
shares
|
$18.3 Million
1.57% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
210,564
shares
|
$18.2 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
209,280
shares
|
$18 Million
5.15% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
207,350
shares
|
$17.9 Million
4.4% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$17.8 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
206,079
shares
|
$17.8 Million
4.37% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
204,555
shares
|
$17.6 Million
10.03% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$17.6 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
204,496
shares
|
$17.6 Million
0.39% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Buttonwood Financial Group, LLC
|
Oct 15, 2024 Q3 2024 |
202,233
shares
|
$17.4 Million
10.23% of portfolio
|
Q3 2024
Reduced 37.02%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
200,511
shares
|
$17.3 Million
10.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
200,163
shares
|
$17.3 Million
10.35% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
199,046
shares
|
$17.2 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
198,608
shares
|
$17.1 Million
0.23% of portfolio
|
Q4 2023
Reduced 43.04%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
197,600
shares
|
$17 Million
9.52% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
196,203
shares
|
$16.9 Million
0.48% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
195,629
shares
|
$16.9 Million
3.78% of portfolio
|
Q3 2024
Added 1.67%
|