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 |
---|---|---|---|---|---|
Life Plan Financial, LLC
Mankato, MN |
Jul 30, 2024 Q2 2024 |
103,175
shares
|
$8.51 Million
7.61% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
Meritage Portfolio Management
|
Aug 08, 2024 Q2 2024 |
99,664
shares
|
$8.22 Million
0.5% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
99,091
shares
|
$8.18 Million
0.65% of portfolio
|
Q2 2024
Added 46.03%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
97,847
shares
|
$8.07 Million
3.93% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 01, 2024 Q2 2024 |
97,680
shares
|
$8.06 Million
5.93% of portfolio
|
Q2 2024
Added 28.33%
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
96,684
shares
|
$7.98 Million
1.06% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2024 Q2 2024 |
96,535
shares
|
$7.96 Million
5.18% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 29, 2024 Q2 2024 |
96,181
shares
|
$7.93 Million
5.73% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Intergy Private Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
94,054
shares
|
$7.76 Million
3.14% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
93,172
shares
|
$7.69 Million
0.44% of portfolio
|
Q2 2024
Reduced 9.75%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 16, 2024 Q2 2024 |
92,544
shares
|
$7.63 Million
3.27% of portfolio
|
Q2 2024
Added 24.47%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
92,380
shares
|
$7.62 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
92,343
shares
|
$7.62 Million
0.48% of portfolio
|
Q2 2024
Added 118.04%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
92,246
shares
|
$7.61 Million
0.34% of portfolio
|
Q2 2024
Added 1.98%
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 17, 2024 Q2 2024 |
91,819
shares
|
$7.58 Million
5.83% of portfolio
|
Q2 2024
Added 8.08%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
91,192
shares
|
$7.52 Million
0.33% of portfolio
|
Q2 2024
Added 80.56%
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 17, 2024 Q2 2024 |
90,999
shares
|
$7.51 Million
1.23% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
89,884
shares
|
$7.42 Million
5.09% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
89,670
shares
|
$7.4 Million
4.37% of portfolio
|
Q2 2024
Added 0.18%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
88,972
shares
|
$7.34 Million
0.01% of portfolio
|
Q2 2024
Added 2.34%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
88,414
shares
|
$7.29 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
88,244
shares
|
$7.28 Million
3.44% of portfolio
|
Q2 2024
Added 9.44%
|
|
Occidental Asset Management, LLC
|
Jul 15, 2024 Q2 2024 |
87,699
shares
|
$7.24 Million
1.24% of portfolio
|
Q2 2024
Reduced 8.5%
|
|
Compass Financial Group, Inc.
|
Aug 02, 2024 Q2 2024 |
87,351
shares
|
$7.21 Million
3.58% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
87,254
shares
|
$7.2 Million
0.49% of portfolio
|
Q2 2024
Added 2.19%
|