Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,224 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
134,607
shares
|
$11 Million
0.66% of portfolio
|
Q4 2024
Added 29.2%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
134,007
shares
|
$11 Million
4.01% of portfolio
|
Q4 2024
Reduced 53.4%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
133,567
shares
|
$11 Million
9.35% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
132,182
shares
|
$10.8 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%
|
|
|
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%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
127,895
shares
|
$10.5 Million
3.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
127,735
shares
|
$10.5 Million
2.2% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
127,383
shares
|
$10.4 Million
3.92% of portfolio
|
Q1 2025
Reduced 49.1%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
126,186
shares
|
$10.3 Million
2.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
126,047
shares
|
$10.3 Million
5.92% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
123,278
shares
|
$10.1 Million
0.06% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
123,235
shares
|
$10.1 Million
8.61% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
121,916
shares
|
$10 Million
6.27% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
121,903
shares
|
$10 Million
7.23% of portfolio
|
Q1 2025
Added 21.67%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
121,832
shares
|
$9.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 37.36%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
120,445
shares
|
$9.88 Million
5.07% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
119,790
shares
|
$9.82 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
118,896
shares
|
$9.75 Million
4.86% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
118,054
shares
|
$9.68 Million
3.84% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
117,705
shares
|
$9.65 Million
0.62% of portfolio
|
Q1 2025
Added 172.64%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
117,575
shares
|
$9.64 Million
3.99% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
116,325
shares
|
$9.54 Million
1.21% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
115,882
shares
|
$9.5 Million
4.92% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
115,099
shares
|
$9.44 Million
5.24% of portfolio
|
Q1 2025
Reduced 65.33%
|