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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
139,520
shares
|
$11.5 Million
1.22% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
137,515
shares
|
$11.3 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
136,717
shares
|
$11.2 Million
5.23% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
134,747
shares
|
$11.1 Million
5.62% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
134,607
shares
|
$11.1 Million
0.66% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
134,579
shares
|
$11.1 Million
4.38% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
134,007
shares
|
$11 Million
4.01% of portfolio
|
Q4 2024
Reduced 53.4%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
132,182
shares
|
$10.9 Million
0.34% of portfolio
|
Q4 2024
Added 52.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
131,870
shares
|
$10.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
130,685
shares
|
$10.7 Million
5.61% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
130,302
shares
|
$10.7 Million
0.39% of portfolio
|
Q4 2024
Added 261.69%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
129,600
shares
|
$10.7 Million
2.09% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
129,232
shares
|
$10.6 Million
11.4% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
127,766
shares
|
$10.5 Million
7.17% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
126,000
shares
|
$10.4 Million
3.19% of portfolio
|
Q4 2024
Added 38.04%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
124,584
shares
|
$10.2 Million
2.41% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
121,508
shares
|
$9.99 Million
0.07% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
120,886
shares
|
$9.94 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
120,647
shares
|
$9.92 Million
1.14% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
119,495
shares
|
$9.82 Million
5.19% of portfolio
|
Q4 2024
Reduced 44.89%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
119,053
shares
|
$9.79 Million
8.8% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
117,584
shares
|
$9.67 Million
5.36% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
117,546
shares
|
$9.66 Million
4.41% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
117,389
shares
|
$9.65 Million
0.66% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
115,955
shares
|
$9.53 Million
5.52% of portfolio
|
Q4 2024
New holding
|