Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,113 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
33,160
shares
|
$3.05 Million
0.23% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
32,585
shares
|
$3 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
32,337
shares
|
$2.98 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
32,067
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
31,888
shares
|
$2.93 Million
0.18% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
31,283
shares
|
$2.88 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
30,920
shares
|
$2.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
30,888
shares
|
$2.84 Million
0.16% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
30,810
shares
|
$2.84 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,803
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
30,621
shares
|
$2.82 Million
1.81% of portfolio
|
Q4 2024
Reduced 40.47%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
30,468
shares
|
$2.8 Million
1.72% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
30,221
shares
|
$2.78 Million
2.29% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
30,178
shares
|
$2.78 Million
1.46% of portfolio
|
Q3 2024
Reduced 54.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
29,995
shares
|
$2.76 Million
1.97% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
29,709
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2024
Added 36.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
29,603
shares
|
$2.72 Million
0.12% of portfolio
|
Q3 2024
Reduced 20.96%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,587
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
29,455
shares
|
$2.71 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
29,436
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,266
shares
|
$2.69 Million
0.12% of portfolio
|
Q3 2024
Added 293.47%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
28,582
shares
|
$2.63 Million
0.29% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
28,364
shares
|
$2.61 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
28,357
shares
|
$2.61 Million
0.65% of portfolio
|
Q3 2024
Reduced 67.22%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
28,093
shares
|
$2.59 Million
0.25% of portfolio
|
Q3 2024
Reduced 93.46%
|