Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 993 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
79,082
shares
|
$6.34 Million
4.22% of portfolio
|
Q1 2024
Added 15.54%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 09, 2024 Q1 2024 |
77,941
shares
|
$6.25 Million
1.42% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 17, 2024 Q1 2024 |
77,893
shares
|
$6.24 Million
1.05% of portfolio
|
Q1 2024
Added 4.08%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
76,807
shares
|
$6.15 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Colton Groome Financial Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
76,441
shares
|
$6.13 Million
2.25% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 01, 2024 Q1 2024 |
76,114
shares
|
$6.1 Million
4.39% of portfolio
|
Q1 2024
Added 12.4%
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
76,077
shares
|
$6.1 Million
1.4% of portfolio
|
Q1 2024
Added 0.16%
|
|
Affinity Capital Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
76,071
shares
|
$6.1 Million
1.24% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 02, 2024 Q1 2024 |
75,661
shares
|
$6.06 Million
1.28% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
75,208
shares
|
$6.03 Million
0.55% of portfolio
|
Q4 2023
Added 7.77%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 01, 2024 Q1 2024 |
75,075
shares
|
$6.02 Million
0.65% of portfolio
|
Q1 2024
Added 7.13%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
75,035
shares
|
$6.01 Million
0.02% of portfolio
|
Q4 2023
Added 20.51%
|
|
One Day In July LLC
|
Apr 25, 2024 Q1 2024 |
74,789
shares
|
$5.99 Million
0.73% of portfolio
|
Q1 2024
Reduced 4.74%
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
74,537
shares
|
$5.97 Million
1.37% of portfolio
|
Q1 2024
Added 130.23%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Apr 17, 2024 Q1 2024 |
74,350
shares
|
$5.96 Million
2.91% of portfolio
|
Q1 2024
New holding
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
73,890
shares
|
$5.92 Million
2.97% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
72,955
shares
|
$5.85 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Apr 18, 2024 Q1 2024 |
72,903
shares
|
$5.84 Million
2.61% of portfolio
|
Q1 2024
Added 641.49%
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
72,400
shares
|
$5.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 57.16%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
71,883
shares
|
$5.76 Million
1.86% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
Transform Wealth, LLC
|
Apr 15, 2024 Q1 2024 |
71,532
shares
|
$5.73 Million
0.51% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 02, 2024 Q1 2024 |
71,384
shares
|
$5.72 Million
1.98% of portfolio
|
Q1 2024
Reduced 3.77%
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2024 Q1 2024 |
71,372
shares
|
$5.72 Million
1.95% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
70,925
shares
|
$5.68 Million
0.61% of portfolio
|
Q1 2024
Added 20.07%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
70,318
shares
|
$5.63 Million
0.22% of portfolio
|
Q4 2023
Reduced 52.97%
|