Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,224 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
2,392,985
shares
|
$196 Million
16.18% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,387,215
shares
|
$196 Million
8.25% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,262,024
shares
|
$185 Million
2.25% of portfolio
|
Q2 2023
Added 9.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,229,013
shares
|
$183 Million
0.36% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,216,370
shares
|
$182 Million
0.71% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,207,192
shares
|
$181 Million
0.25% of portfolio
|
Q1 2025
Added 33.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,137,873
shares
|
$175 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,128,843
shares
|
$175 Million
0.04% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
2,036,278
shares
|
$167 Million
10.22% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,031,903
shares
|
$167 Million
5.51% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,897,130
shares
|
$156 Million
0.22% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,861,628
shares
|
$153 Million
0.03% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,785,732
shares
|
$146 Million
1.09% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,589,224
shares
|
$130 Million
10.25% of portfolio
|
Q4 2023
Reduced 1.28%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,479,625
shares
|
$121 Million
11.39% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
1,472,387
shares
|
$121 Million
16.07% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,448,705
shares
|
$119 Million
1.34% of portfolio
|
Q4 2024
Added 2707.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,428,783
shares
|
$117 Million
5.28% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,383,781
shares
|
$113 Million
5.32% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,342,497
shares
|
$110 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,332,553
shares
|
$109 Million
0.34% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,279,544
shares
|
$105 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,271,674
shares
|
$104 Million
0.28% of portfolio
|
Q2 2023
Added 19.93%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,263,855
shares
|
$104 Million
11.88% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,212,962
shares
|
$99.5 Million
22.96% of portfolio
|
Q4 2022
New holding
|