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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
23,240
shares
|
$1.91 Million
0.25% of portfolio
|
Q1 2023
Reduced 6.14%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
23,100
shares
|
$1.89 Million
0.44% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
22,772
shares
|
$1.87 Million
1.1% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
22,764
shares
|
$1.87 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
22,700
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
22,539
shares
|
$1.85 Million
0.51% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
22,509
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
22,467
shares
|
$1.84 Million
0.62% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
22,431
shares
|
$1.84 Million
1.11% of portfolio
|
Q1 2025
Reduced 58.71%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
22,404
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
22,024
shares
|
$1.81 Million
0.45% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
21,994
shares
|
$1.8 Million
0.42% of portfolio
|
Q1 2025
Added 88.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
21,954
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 51.94%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
21,817
shares
|
$1.79 Million
0.11% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
21,785
shares
|
$1.79 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
21,764
shares
|
$1.78 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,699
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
21,697
shares
|
$1.78 Million
0.11% of portfolio
|
Q1 2025
Added 48.77%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
21,432
shares
|
$1.76 Million
0.18% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
21,424
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 55.22%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
21,265
shares
|
$1.74 Million
0.48% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
20,700
shares
|
$1.7 Million
0.78% of portfolio
|
Q1 2025
Added 123.66%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
20,695
shares
|
$1.7 Million
1.4% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
20,446
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
20,266
shares
|
$1.66 Million
1.14% of portfolio
|
Q1 2025
Added 2.37%
|