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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
20,231
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
20,222
shares
|
$1.66 Million
0.72% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
20,121
shares
|
$1.65 Million
14.61% of portfolio
|
Q4 2022
Reduced 89.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
20,025
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
19,856
shares
|
$1.63 Million
0.8% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
19,807
shares
|
$1.62 Million
0.77% of portfolio
|
Q1 2025
Added 25.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,274
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.33%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
19,209
shares
|
$1.58 Million
0.24% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
19,100
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2023
Added 4.85%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
19,096
shares
|
$1.57 Million
0.41% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
19,049
shares
|
$1.56 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
18,986
shares
|
$1.56 Million
0.24% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
18,957
shares
|
$1.55 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
18,914
shares
|
$1.55 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
18,909
shares
|
$1.55 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
18,832
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
18,812
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 381.13%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
18,797
shares
|
$1.54 Million
1.99% of portfolio
|
Q1 2025
Reduced 82.02%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
18,787
shares
|
$1.54 Million
0.14% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
18,779
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 98.82%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
18,753
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2022
Reduced 4.49%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
18,675
shares
|
$1.53 Million
0.28% of portfolio
|
Q1 2025
Reduced 31.45%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
18,217
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
18,200
shares
|
$1.49 Million
0.51% of portfolio
|
Q1 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
18,177
shares
|
$1.49 Million
0.82% of portfolio
|
Q1 2025
Reduced 11.68%
|