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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
100,042
shares
|
$8.23 Million
0.08% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
96,037
shares
|
$7.9 Million
7.46% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
95,936
shares
|
$7.89 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
95,584
shares
|
$7.86 Million
0.62% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
95,484
shares
|
$7.85 Million
4.28% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
95,312
shares
|
$7.84 Million
0.0% of portfolio
|
Q4 2024
Added 95.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
94,767
shares
|
$7.79 Million
0.29% of portfolio
|
Q4 2024
Reduced 57.99%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
94,538
shares
|
$7.77 Million
1.07% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
93,855
shares
|
$7.72 Million
3.11% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
93,449
shares
|
$7.68 Million
5.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
92,253
shares
|
$7.59 Million
1.03% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
91,005
shares
|
$7.48 Million
1.08% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
90,197
shares
|
$7.42 Million
0.03% of portfolio
|
Q4 2024
Added 28.9%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
90,006
shares
|
$7.4 Million
2.0% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
89,947
shares
|
$7.4 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
89,892
shares
|
$7.39 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
89,810
shares
|
$7.38 Million
5.35% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
88,596
shares
|
$7.28 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
88,271
shares
|
$7.26 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
87,890
shares
|
$7.23 Million
0.82% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
87,770
shares
|
$7.22 Million
0.24% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
85,547
shares
|
$7.03 Million
4.77% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
85,477
shares
|
$7.03 Million
1.05% of portfolio
|
Q4 2024
Reduced 35.45%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
85,086
shares
|
$7 Million
3.85% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
83,241
shares
|
$6.84 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.12%
|