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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
115,149
shares
|
$9.47 Million
0.61% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
114,917
shares
|
$9.45 Million
2.32% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
113,514
shares
|
$9.33 Million
0.87% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
112,707
shares
|
$9.27 Million
4.97% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
112,375
shares
|
$9.24 Million
2.65% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
111,860
shares
|
$9.2 Million
0.04% of portfolio
|
Q4 2024
Added 144.91%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
109,859
shares
|
$9.03 Million
0.55% of portfolio
|
Q4 2024
Added 185.92%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
109,411
shares
|
$9 Million
6.27% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
107,583
shares
|
$8.85 Million
0.86% of portfolio
|
Q4 2024
Added 20.05%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
107,444
shares
|
$8.83 Million
2.35% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
107,248
shares
|
$8.82 Million
1.07% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
106,514
shares
|
$8.76 Million
3.91% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
105,652
shares
|
$8.69 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
105,552
shares
|
$8.68 Million
2.54% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
105,549
shares
|
$8.68 Million
2.3% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
104,523
shares
|
$8.59 Million
2.72% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
103,953
shares
|
$8.55 Million
8.63% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
103,812
shares
|
$8.54 Million
0.03% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
103,715
shares
|
$8.53 Million
4.85% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
102,880
shares
|
$8.46 Million
0.39% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
102,625
shares
|
$8.44 Million
0.02% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
101,871
shares
|
$8.38 Million
4.18% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
100,932
shares
|
$8.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
100,277
shares
|
$8.24 Million
5.39% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
100,194
shares
|
$8.24 Million
6.18% of portfolio
|
Q4 2024
Added 2.1%
|