Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,082 institutions that hold shares in the stock, with a total of 293 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 |
---|---|---|---|---|---|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
125,166
shares
|
$10.3 Million
4.82% of portfolio
|
Q2 2024
Added 5.14%
|
|
Melone Private Wealth, LLC
|
Jul 12, 2024 Q2 2024 |
125,155
shares
|
$10.3 Million
5.94% of portfolio
|
Q2 2024
Added 0.78%
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
124,086
shares
|
$10.2 Million
2.86% of portfolio
|
Q2 2024
Added 99.75%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
123,505
shares
|
$10.2 Million
0.37% of portfolio
|
Q2 2024
Added 371.92%
|
|
Sequent Asset Management, LLC
|
Jul 26, 2024 Q2 2024 |
121,911
shares
|
$10.1 Million
8.29% of portfolio
|
Q1 2024
Added 38.88%
|
|
Probity Advisors, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
121,350
shares
|
$10 Million
2.03% of portfolio
|
Q2 2024
Added 9.33%
|
|
Quent Capital, LLC
|
Jul 08, 2024 Q2 2024 |
119,622
shares
|
$9.87 Million
1.09% of portfolio
|
Q2 2024
Added 1.68%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
119,386
shares
|
$9.85 Million
0.07% of portfolio
|
Q2 2024
Added 30.1%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
119,367
shares
|
$9.85 Million
0.54% of portfolio
|
Q2 2024
Reduced 49.04%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
118,131
shares
|
$9.75 Million
0.81% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
Gen Wealth Group, Inc.
|
Jul 17, 2024 Q2 2024 |
117,490
shares
|
$9.69 Million
2.33% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
114,260
shares
|
$9.43 Million
0.42% of portfolio
|
Q2 2024
Added 20.64%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
113,177
shares
|
$9.34 Million
0.24% of portfolio
|
Q2 2024
Reduced 15.95%
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
112,651
shares
|
$9.29 Million
1.72% of portfolio
|
Q2 2024
Added 44.62%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
110,499
shares
|
$9.12 Million
0.11% of portfolio
|
Q2 2024
Reduced 12.45%
|
|
American Financial & Tax Strategies Inc
New York, NY |
Aug 08, 2024 Q2 2024 |
109,681
shares
|
$9.05 Million
4.75% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
109,596
shares
|
$9.04 Million
2.95% of portfolio
|
Q2 2024
Added 8.95%
|
|
Tag Stone Capital, Inc.
|
Aug 13, 2024 Q2 2024 |
109,178
shares
|
$9.01 Million
5.07% of portfolio
|
Q2 2024
Added 1.55%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
108,706
shares
|
$8.97 Million
3.85% of portfolio
|
Q2 2024
Added 7.46%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
107,466
shares
|
$8.87 Million
0.58% of portfolio
|
Q2 2024
Added 7.62%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
106,501
shares
|
$8.79 Million
0.02% of portfolio
|
Q2 2024
Added 5.68%
|
|
Oxinas Partners Wealth Management LLC
|
Aug 01, 2024 Q2 2024 |
105,923
shares
|
$8.74 Million
5.82% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
105,426
shares
|
$8.7 Million
0.27% of portfolio
|
Q2 2024
Added 4.52%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
104,703
shares
|
$8.64 Million
2.71% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 12, 2024 Q2 2024 |
104,343
shares
|
$8.61 Million
1.14% of portfolio
|
Q2 2024
Reduced 5.34%
|