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 |
---|---|---|---|---|---|
Power Wealth Management LLC
Roswell, GA |
Aug 13, 2024 Q2 2024 |
78,828
shares
|
$6.5 Million
3.02% of portfolio
|
Q2 2024
Added 239.61%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
78,566
shares
|
$6.48 Million
0.29% of portfolio
|
Q2 2024
Reduced 54.35%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
77,717
shares
|
$6.41 Million
0.02% of portfolio
|
Q2 2024
Added 1.18%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
76,985
shares
|
$6.35 Million
0.66% of portfolio
|
Q2 2024
Added 142.66%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
76,250
shares
|
$6.29 Million
0.02% of portfolio
|
Q2 2024
Added 4.52%
|
|
Financial Council Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
76,184
shares
|
$6.29 Million
3.41% of portfolio
|
Q2 2024
Added 8.38%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
75,500
shares
|
$6.23 Million
0.42% of portfolio
|
Q2 2024
Added 23.83%
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
75,208
shares
|
$6.2 Million
0.55% of portfolio
|
Q4 2023
Added 7.77%
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
74,943
shares
|
$6.18 Million
0.75% of portfolio
|
Q2 2024
Added 0.21%
|
|
Jump Financial, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
74,858
shares
|
$6.18 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
74,852
shares
|
$6.18 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
74,682
shares
|
$6.16 Million
0.05% of portfolio
|
Q2 2024
Reduced 8.7%
|
|
Sanchez Wealth Management Group
|
Jul 17, 2024 Q2 2024 |
74,176
shares
|
$6.12 Million
2.04% of portfolio
|
Q2 2024
Added 13.65%
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
73,378
shares
|
$6.05 Million
2.21% of portfolio
|
Q2 2024
Added 2.81%
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jul 19, 2024 Q2 2024 |
72,985
shares
|
$6.02 Million
3.17% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
71,883
shares
|
$5.93 Million
1.86% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 12, 2024 Q2 2024 |
70,000
shares
|
$5.78 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
69,945
shares
|
$5.77 Million
0.02% of portfolio
|
Q2 2024
Added 2.21%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
69,733
shares
|
$5.75 Million
0.43% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
69,629
shares
|
$5.74 Million
2.56% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
69,478
shares
|
$5.73 Million
0.63% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,915
shares
|
$5.69 Million
0.34% of portfolio
|
Q4 2022
Added 14.2%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
67,430
shares
|
$5.56 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
66,900
shares
|
$5.52 Million
1.74% of portfolio
|
Q2 2024
Reduced 26.15%
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2024 Q2 2024 |
66,098
shares
|
$5.45 Million
3.26% of portfolio
|
Q2 2024
Reduced 3.26%
|