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 |
---|---|---|---|---|---|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
143,809
shares
|
$11.5 Million
0.49% of portfolio
|
Q1 2024
Added 8.11%
|
|
Pecaut & Co.
|
May 07, 2024 Q1 2024 |
141,700
shares
|
$11.4 Million
4.03% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Apr 03, 2024 Q1 2024 |
141,061
shares
|
$11.3 Million
9.36% of portfolio
|
Q1 2024
Added 2.21%
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
140,794
shares
|
$11.3 Million
1.23% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
138,827
shares
|
$11.1 Million
2.42% of portfolio
|
Q1 2024
Added 3.59%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Feb 02, 2024 Q4 2023 |
136,250
shares
|
$10.9 Million
2.2% of portfolio
|
Q4 2023
Added 28.34%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
135,573
shares
|
$10.9 Million
0.82% of portfolio
|
Q1 2024
Added 2.56%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
134,658
shares
|
$10.8 Million
0.23% of portfolio
|
Q1 2024
Added 138.13%
|
|
Flynn Zito Capital Management, LLC
|
Apr 30, 2024 Q1 2024 |
134,292
shares
|
$10.8 Million
5.08% of portfolio
|
Q1 2024
Added 5.54%
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 15, 2024 Q1 2024 |
129,408
shares
|
$10.4 Million
2.89% of portfolio
|
Q1 2024
Added 114.88%
|
|
Financial Services Advisory Inc
|
May 06, 2024 Q1 2024 |
128,877
shares
|
$10.3 Million
2.34% of portfolio
|
Q1 2024
Added 1.62%
|
|
Sage Financial Management Group, Inc.
|
May 01, 2024 Q1 2024 |
127,131
shares
|
$10.2 Million
4.4% of portfolio
|
Q1 2024
Added 1.95%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
127,061
shares
|
$10.2 Million
0.38% of portfolio
|
Q1 2024
Added 31.93%
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
126,245
shares
|
$10.1 Million
0.13% of portfolio
|
Q1 2024
Added 12.47%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
126,210
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2024
Reduced 38.64%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
126,055
shares
|
$10.1 Million
0.77% of portfolio
|
Q1 2024
Added 9.06%
|
|
Melone Private Wealth, LLC
|
May 03, 2024 Q1 2024 |
124,182
shares
|
$9.95 Million
5.45% of portfolio
|
Q1 2024
Added 0.87%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
121,970
shares
|
$9.77 Million
0.2% of portfolio
|
Q1 2024
Added 195.57%
|
|
Sequent Asset Management, LLC
|
Apr 17, 2024 Q1 2024 |
121,911
shares
|
$9.77 Million
8.04% of portfolio
|
Q1 2024
Added 38.88%
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
119,049
shares
|
$9.54 Million
4.25% of portfolio
|
Q1 2024
Added 110.32%
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
118,888
shares
|
$9.53 Million
2.21% of portfolio
|
Q1 2024
Added 2.3%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
117,854
shares
|
$9.44 Million
1.37% of portfolio
|
Q1 2024
Reduced 20.87%
|
|
Quent Capital, LLC
|
Jun 28, 2024 Q1 2024 |
117,651
shares
|
$9.43 Million
1.03% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
110,997
shares
|
$8.89 Million
1.69% of portfolio
|
Q1 2024
Added 10.99%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 01, 2024 Q1 2024 |
110,229
shares
|
$8.83 Million
1.27% of portfolio
|
Q1 2024
Reduced 1.64%
|