Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,082 institutions that hold shares in the stock, with a total of 293 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,212,962
shares
|
$100 Million
23.62% of portfolio
|
Q4 2022
New holding
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
1,135,055
shares
|
$93.6 Million
8.82% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
1,114,193
shares
|
$91.9 Million
11.35% of portfolio
|
Q2 2024
Added 0.54%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
1,052,285
shares
|
$86.8 Million
1.99% of portfolio
|
Q2 2024
Added 1.48%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
997,870
shares
|
$82.3 Million
0.12% of portfolio
|
Q2 2024
Added 6.24%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
993,768
shares
|
$82 Million
0.25% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
985,777
shares
|
$81.3 Million
0.15% of portfolio
|
Q2 2024
Added 28.83%
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,322
shares
|
$80.8 Million
7.82% of portfolio
|
Q3 2022
Added 17.67%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
953,182
shares
|
$78.6 Million
0.29% of portfolio
|
Q2 2024
Added 20.28%
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2024 Q1 2024 |
951,283
shares
|
$78.5 Million
1.48% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$78.4 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$78.4 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
Erts Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
930,427
shares
|
$76.8 Million
14.99% of portfolio
|
Q2 2024
Reduced 5.39%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
889,791
shares
|
$73.4 Million
1.53% of portfolio
|
Q2 2024
Added 4.61%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
872,346
shares
|
$72 Million
4.19% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
849,452
shares
|
$70.1 Million
0.76% of portfolio
|
Q2 2024
Added 2120.79%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Sep 10, 2024 Q2 2024 |
834,769
shares
|
$68.9 Million
12.75% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
817,750
shares
|
$67.5 Million
0.37% of portfolio
|
Q2 2024
Added 17.01%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
762,063
shares
|
$62.9 Million
5.29% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
749,721
shares
|
$61.9 Million
0.24% of portfolio
|
Q2 2024
Added 14.46%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
727,622
shares
|
$60 Million
0.22% of portfolio
|
Q2 2024
Added 7.22%
|
|
Wealth Advisors Of Iowa, LLC
|
Aug 13, 2024 Q2 2024 |
725,715
shares
|
$59.9 Million
2.4% of portfolio
|
Q2 2024
Added 1969.8%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
706,555
shares
|
$58.3 Million
0.04% of portfolio
|
Q2 2024
Added 4.72%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
703,952
shares
|
$58.1 Million
0.8% of portfolio
|
Q2 2024
Added 19.12%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
687,678
shares
|
$56.7 Million
3.73% of portfolio
|
Q2 2024
Reduced 0.97%
|