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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
18,167
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
18,149
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
17,972
shares
|
$1.47 Million
0.09% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,937
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
17,864
shares
|
$1.46 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
17,775
shares
|
$1.46 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
17,773
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
17,694
shares
|
$1.45 Million
0.51% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,562
shares
|
$1.44 Million
0.19% of portfolio
|
Q3 2023
Reduced 0.83%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
17,543
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
17,194
shares
|
$1.41 Million
0.29% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
17,130
shares
|
$1.4 Million
0.96% of portfolio
|
Q1 2025
Added 20.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,126
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2023
Added 21.1%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
17,098
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
17,085
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
17,024
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
16,917
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
16,733
shares
|
$1.37 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
16,696
shares
|
$1.37 Million
0.66% of portfolio
|
Q1 2025
Added 35.15%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
16,640
shares
|
$1.36 Million
0.21% of portfolio
|
Q1 2025
Added 29.13%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
16,580
shares
|
$1.36 Million
1.44% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
16,474
shares
|
$1.35 Million
0.16% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,341
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2023
Added 26.27%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
16,222
shares
|
$1.33 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
16,199
shares
|
$1.33 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.22%
|