Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,225 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
169,596
shares
|
$13.9 Million
5.9% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$13.9 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
168,193
shares
|
$13.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
166,375
shares
|
$13.7 Million
3.32% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
162,335
shares
|
$13.3 Million
3.7% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
161,887
shares
|
$13.3 Million
0.78% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
159,511
shares
|
$13.1 Million
2.2% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
158,651
shares
|
$13 Million
0.96% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
158,018
shares
|
$13 Million
6.69% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
157,308
shares
|
$12.9 Million
3.14% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
155,520
shares
|
$12.8 Million
0.18% of portfolio
|
Q4 2024
Added 26.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
154,226
shares
|
$12.7 Million
0.48% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
153,233
shares
|
$12.6 Million
2.97% of portfolio
|
Q4 2024
Reduced 33.31%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
151,103
shares
|
$12.4 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
150,603
shares
|
$12.4 Million
4.78% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
150,172
shares
|
$12.3 Million
1.18% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
148,866
shares
|
$12.2 Million
0.91% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
148,811
shares
|
$12.2 Million
6.19% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
148,298
shares
|
$12.2 Million
6.96% of portfolio
|
Q4 2024
Added 31.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
147,388
shares
|
$12.1 Million
0.13% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
144,408
shares
|
$11.9 Million
1.26% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
141,575
shares
|
$11.6 Million
0.9% of portfolio
|
Q4 2024
Added 48.69%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
140,466
shares
|
$11.5 Million
4.87% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
140,197
shares
|
$11.5 Million
2.88% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
139,628
shares
|
$11.5 Million
2.8% of portfolio
|
Q4 2024
Added 4.75%
|