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 |
|---|---|---|---|---|---|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
97,468
shares
|
$7.99 Million
7.46% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
96,595
shares
|
$7.92 Million
3.24% of portfolio
|
Q1 2025
Added 24.6%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
95,484
shares
|
$7.83 Million
4.28% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
94,999
shares
|
$7.79 Million
6.66% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
93,449
shares
|
$7.66 Million
5.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
93,412
shares
|
$7.66 Million
0.43% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
93,046
shares
|
$7.63 Million
0.09% of portfolio
|
Q1 2025
Added 61.82%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
92,828
shares
|
$7.61 Million
4.11% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
92,226
shares
|
$7.56 Million
2.84% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
91,790
shares
|
$7.53 Million
1.51% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
91,007
shares
|
$7.46 Million
0.99% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
90,733
shares
|
$7.44 Million
0.43% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
88,473
shares
|
$7.25 Million
4.56% of portfolio
|
Q1 2025
Added 55.75%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
88,343
shares
|
$7.24 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
86,982
shares
|
$7.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
85,524
shares
|
$7.01 Million
3.82% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
85,381
shares
|
$7 Million
1.78% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
85,241
shares
|
$6.99 Million
4.43% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
85,178
shares
|
$6.98 Million
0.97% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
84,994
shares
|
$6.97 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
84,781
shares
|
$6.95 Million
2.91% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
83,817
shares
|
$6.87 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,896
shares
|
$6.8 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
82,610
shares
|
$6.77 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
82,390
shares
|
$6.76 Million
4.99% of portfolio
|
Q1 2025
Added 5.21%
|