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 |
---|---|---|---|---|---|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
58,612
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.86%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
58,323
shares
|
$4.81 Million
0.4% of portfolio
|
Q2 2024
Added 11.76%
|
|
Lane & Associates LLC
Moorestown, NJ |
Aug 07, 2024 Q2 2024 |
55,096
shares
|
$4.55 Million
2.6% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
55,028
shares
|
$4.54 Million
0.25% of portfolio
|
Q4 2022
Added 421.35%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
54,748
shares
|
$4.52 Million
3.77% of portfolio
|
Q2 2024
Reduced 5.48%
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2024 Q2 2024 |
54,426
shares
|
$4.49 Million
5.32% of portfolio
|
Q2 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
53,184
shares
|
$4.39 Million
1.2% of portfolio
|
Q2 2024
Added 11.61%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
53,000
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2024
Added 138.74%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
52,776
shares
|
$4.35 Million
0.22% of portfolio
|
Q2 2024
Added 117.02%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
52,549
shares
|
$4.34 Million
0.06% of portfolio
|
Q2 2024
Reduced 16.06%
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
52,346
shares
|
$4.32 Million
1.23% of portfolio
|
Q2 2024
Added 1.57%
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 02, 2024 Q2 2024 |
51,555
shares
|
$4.25 Million
2.14% of portfolio
|
Q2 2024
Added 8.1%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
51,195
shares
|
$4.22 Million
0.46% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
Sharkey, Howes & Javer
|
Jul 17, 2024 Q2 2024 |
51,064
shares
|
$4.21 Million
0.69% of portfolio
|
Q2 2024
Added 60.89%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
50,819
shares
|
$4.19 Million
0.67% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
50,616
shares
|
$4.18 Million
2.66% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
50,307
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2024
Added 17.16%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
50,191
shares
|
$4.14 Million
1.13% of portfolio
|
Q2 2024
Added 56.86%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
49,609
shares
|
$4.09 Million
0.97% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Aug 15, 2024 Q2 2024 |
49,153
shares
|
$4.06 Million
1.8% of portfolio
|
Q2 2024
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
48,460
shares
|
$4 Million
1.5% of portfolio
|
Q2 2024
Added 2.64%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
47,149
shares
|
$3.89 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Burney CO
Reston, VA |
Jul 29, 2024 Q2 2024 |
46,811
shares
|
$3.86 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Private Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
45,839
shares
|
$3.78 Million
1.99% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Sightline Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
45,591
shares
|
$3.76 Million
2.28% of portfolio
|
Q2 2024
Added 0.37%
|