Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,227 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
35,221
shares
|
$2.89 Million
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,194
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
34,692
shares
|
$2.84 Million
0.37% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
33,998
shares
|
$2.79 Million
0.22% of portfolio
|
Q1 2025
Reduced 68.4%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
33,812
shares
|
$2.77 Million
2.41% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
33,370
shares
|
$2.74 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
33,187
shares
|
$2.72 Million
0.21% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
33,134
shares
|
$2.72 Million
0.35% of portfolio
|
Q1 2025
Added 60.55%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
32,976
shares
|
$2.7 Million
2.28% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
32,787
shares
|
$2.69 Million
3.71% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
32,459
shares
|
$2.66 Million
0.02% of portfolio
|
Q1 2025
Added 45.66%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
32,297
shares
|
$2.65 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
32,295
shares
|
$2.65 Million
0.09% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
32,159
shares
|
$2.64 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
32,068
shares
|
$2.63 Million
1.26% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
31,962
shares
|
$2.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
31,755
shares
|
$2.6 Million
0.51% of portfolio
|
Q3 2021
Added 0.11%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
31,702
shares
|
$2.6 Million
2.95% of portfolio
|
Q1 2025
Reduced 46.89%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
31,690
shares
|
$2.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
31,619
shares
|
$2.59 Million
0.39% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
31,497
shares
|
$2.58 Million
1.22% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
31,154
shares
|
$2.55 Million
2.41% of portfolio
|
Q4 2024
Added 47829.23%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
30,666
shares
|
$2.51 Million
0.98% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
30,633
shares
|
$2.51 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
30,339
shares
|
$2.49 Million
2.88% of portfolio
|
Q1 2025
Reduced 9.61%
|