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 |
|---|---|---|---|---|---|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
194,280
shares
|
$16.8 Million
3.76% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
189,318
shares
|
$16.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
186,795
shares
|
$16.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
186,626
shares
|
$16.1 Million
9.03% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Sterling Manor Financial, LLC
|
Oct 24, 2024 Q3 2024 |
183,571
shares
|
$15.8 Million
10.83% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
172,237
shares
|
$14.9 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
169,279
shares
|
$14.6 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$14.6 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
168,834
shares
|
$14.6 Million
6.13% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
166,594
shares
|
$14.4 Million
1.54% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
166,193
shares
|
$14.3 Million
0.64% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
163,464
shares
|
$14.1 Million
5.74% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
162,191
shares
|
$14 Million
1.1% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
161,640
shares
|
$13.9 Million
3.51% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
158,128
shares
|
$13.6 Million
2.94% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
157,968
shares
|
$13.6 Million
6.38% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
157,308
shares
|
$13.6 Million
3.14% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
156,049
shares
|
$13.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.7%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
153,941
shares
|
$13.3 Million
1.34% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
153,088
shares
|
$13.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
151,426
shares
|
$13.1 Million
6.38% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
145,978
shares
|
$12.6 Million
0.67% of portfolio
|
Q3 2024
Added 22.29%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
144,663
shares
|
$12.5 Million
4.45% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
144,650
shares
|
$12.5 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
143,696
shares
|
$12.4 Million
2.02% of portfolio
|
Q3 2024
Reduced 5.01%
|