Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,223 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$216 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,450,975
shares
|
$200 Million
0.89% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
2,392,985
shares
|
$195 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
|
$195 Million
8.25% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,322,135
shares
|
$189 Million
1.97% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,321,472
shares
|
$189 Million
0.51% of portfolio
|
Q4 2024
Added 23.56%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,097,125
shares
|
$171 Million
0.04% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,037,466
shares
|
$166 Million
1.46% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,999,020
shares
|
$163 Million
5.78% of portfolio
|
Q4 2024
Added 182.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,861,628
shares
|
$152 Million
0.03% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,721,452
shares
|
$140 Million
0.22% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,653,389
shares
|
$135 Million
0.2% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,598,110
shares
|
$130 Million
1.94% of portfolio
|
Q4 2024
Added 7157.87%
|
|
|
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 |
Feb 12, 2025 Q4 2024 |
1,496,457
shares
|
$122 Million
12.17% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,448,705
shares
|
$118 Million
1.34% of portfolio
|
Q4 2024
Added 2707.51%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,439,216
shares
|
$117 Million
17.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
1,424,641
shares
|
$116 Million
4.78% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
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%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,352,669
shares
|
$110 Million
5.6% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
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%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
1,338,881
shares
|
$109 Million
26.91% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
1,336,348
shares
|
$109 Million
0.17% of portfolio
|
Q4 2024
Added 51.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,291,397
shares
|
$105 Million
12.82% of portfolio
|
Q4 2024
Added 0.12%
|