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 310 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
52,049
shares
|
$4.27 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
51,613
shares
|
$4.23 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
51,577
shares
|
$4.23 Million
0.6% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
51,520
shares
|
$4.22 Million
0.79% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
51,467
shares
|
$4.22 Million
0.15% of portfolio
|
Q1 2025
Reduced 75.98%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
51,240
shares
|
$4.2 Million
0.44% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
51,223
shares
|
$4.2 Million
2.16% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
50,616
shares
|
$4.15 Million
2.66% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
50,416
shares
|
$4.13 Million
1.41% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
50,033
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
49,202
shares
|
$4.03 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
48,816
shares
|
$4 Million
1.66% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
48,632
shares
|
$3.99 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
48,555
shares
|
$3.98 Million
0.41% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
48,416
shares
|
$3.97 Million
1.3% of portfolio
|
Q1 2025
Added 135.26%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
48,360
shares
|
$3.97 Million
0.33% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
48,195
shares
|
$3.95 Million
2.2% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
47,905
shares
|
$3.93 Million
3.69% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
47,349
shares
|
$3.88 Million
2.19% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
46,872
shares
|
$3.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
46,729
shares
|
$3.83 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
46,446
shares
|
$3.81 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
46,307
shares
|
$3.8 Million
0.3% of portfolio
|
Q1 2025
Added 32.79%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
45,879
shares
|
$3.76 Million
0.07% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,670
shares
|
$3.74 Million
0.31% of portfolio
|
Q1 2025
Added 7.17%
|