Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,226 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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
8,816
shares
|
$722,912
0.04% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
8,806
shares
|
$722,092
0.08% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
8,781
shares
|
$720,042
0.04% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
8,745
shares
|
$717,090
0.11% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
8,582
shares
|
$703,724
0.06% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
8,542
shares
|
$700,444
0.38% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
8,477
shares
|
$695,114
0.11% of portfolio
|
Q1 2025
Added 41.35%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
8,354
shares
|
$685,028
0.69% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
8,330
shares
|
$683,060
0.11% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
8,265
shares
|
$677,730
0.59% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
8,257
shares
|
$677,074
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
8,252
shares
|
$676,664
0.03% of portfolio
|
Q1 2025
Added 141.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,217
shares
|
$673,794
0.02% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,174
shares
|
$670,268
0.08% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
8,139
shares
|
$667,398
0.03% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
8,120
shares
|
$665,840
0.08% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
8,085
shares
|
$662,970
0.22% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,067
shares
|
$661,494
0.05% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
7,819
shares
|
$641,158
0.06% of portfolio
|
Q1 2025
Reduced 86.44%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
7,782
shares
|
$638,124
0.45% of portfolio
|
Q1 2021
Reduced 30.25%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
7,727
shares
|
$633,614
0.02% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
7,722
shares
|
$633,204
0.04% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,674
shares
|
$629,268
0.01% of portfolio
|
Q1 2025
Reduced 69.33%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
7,657
shares
|
$627,874
0.67% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
7,646
shares
|
$626,972
0.21% of portfolio
|
Q1 2025
Reduced 6.48%
|