Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 993 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
28,035,262
shares
|
$2.25 Billion
1.12% of portfolio
|
Q1 2024
Added 5.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
21,655,399
shares
|
$1.73 Billion
3.57% of portfolio
|
Q1 2024
Reduced 3.56%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
12,757,730
shares
|
$1.02 Billion
6.66% of portfolio
|
Q1 2024
Added 2.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
7,886,328
shares
|
$632 Million
0.16% of portfolio
|
Q1 2024
Added 10.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,436,550
shares
|
$596 Million
12.32% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,403,437
shares
|
$513 Million
0.04% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
5,359,687
shares
|
$429 Million
0.15% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
5,064,900
shares
|
$406 Million
4.31% of portfolio
|
Q1 2024
Added 4.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
4,947,980
shares
|
$396 Million
0.03% of portfolio
|
Q1 2024
Added 25.97%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
4,905,337
shares
|
$393 Million
6.3% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
4,149,394
shares
|
$332 Million
3.8% of portfolio
|
Q1 2024
Added 6.09%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,681,542
shares
|
$295 Million
0.07% of portfolio
|
Q1 2024
Added 1.01%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
3,589,961
shares
|
$287 Million
8.37% of portfolio
|
Q1 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
May 14, 2024 Q1 2024 |
3,453,540
shares
|
$277 Million
9.02% of portfolio
|
Q1 2024
Added 21.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,984,618
shares
|
$239 Million
0.02% of portfolio
|
Q1 2024
Reduced 22.03%
|
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
2,886,774
shares
|
$231 Million
8.72% of portfolio
|
Q1 2024
Added 7.71%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
2,824,671
shares
|
$226 Million
5.87% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,738,242
shares
|
$219 Million
1.45% of portfolio
|
Q1 2024
Added 10.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
2,629,411
shares
|
$211 Million
6.72% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,428,034
shares
|
$194 Million
0.86% of portfolio
|
Q1 2024
Added 44.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,335,456
shares
|
$187 Million
0.39% of portfolio
|
Q1 2024
Reduced 31.4%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,262,024
shares
|
$181 Million
2.25% of portfolio
|
Q2 2023
Added 9.4%
|
|
|
Willis Johnson & Associates, Inc.
|
Apr 19, 2024 Q1 2024 |
2,243,033
shares
|
$180 Million
14.27% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,212,381
shares
|
$177 Million
0.24% of portfolio
|
Q1 2024
Reduced 9.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,192,642
shares
|
$176 Million
0.39% of portfolio
|
Q1 2024
Added 441.67%
|
|