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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
30,312
shares
|
$2.49 Million
2.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
30,110
shares
|
$2.47 Million
2.94% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
29,995
shares
|
$2.46 Million
1.97% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
29,927
shares
|
$2.45 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
29,687
shares
|
$2.43 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
29,641
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Added 131.97%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
29,162
shares
|
$2.39 Million
0.11% of portfolio
|
Q1 2025
Added 205.91%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
29,052
shares
|
$2.38 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
28,997
shares
|
$2.38 Million
0.29% of portfolio
|
Q1 2025
Added 327.43%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
28,737
shares
|
$2.36 Million
2.09% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
28,669
shares
|
$2.35 Million
0.28% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
28,651
shares
|
$2.35 Million
1.31% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
28,208
shares
|
$2.31 Million
2.98% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
28,189
shares
|
$2.31 Million
0.49% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
28,181
shares
|
$2.31 Million
0.55% of portfolio
|
Q1 2025
Added 20.25%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
28,039
shares
|
$2.3 Million
2.63% of portfolio
|
Q1 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
27,783
shares
|
$2.28 Million
2.22% of portfolio
|
Q1 2025
Added 226.47%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,746
shares
|
$2.28 Million
2.32% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
27,710
shares
|
$2.27 Million
1.51% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
27,579
shares
|
$2.26 Million
1.2% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
27,471
shares
|
$2.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
27,140
shares
|
$2.23 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
27,108
shares
|
$2.22 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
26,961
shares
|
$2.21 Million
0.55% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
26,857
shares
|
$2.2 Million
0.59% of portfolio
|
Q3 2024
Added 1.99%
|