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 |
|---|---|---|---|---|---|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
7,642
shares
|
$626,644
0.58% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
7,622
shares
|
$625,004
0.26% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,604
shares
|
$623,528
0.01% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
7,501
shares
|
$615,082
0.08% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
7,452
shares
|
$611,064
0.25% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,437
shares
|
$609,834
0.03% of portfolio
|
Q3 2022
Added 92.32%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
7,415
shares
|
$608,030
0.28% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,398
shares
|
$606,636
0.14% of portfolio
|
Q1 2025
Added 154.14%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,322
shares
|
$600,404
0.11% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
7,277
shares
|
$596,714
0.04% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
7,258
shares
|
$595,156
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,213
shares
|
$591,466
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
7,169
shares
|
$587,858
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
7,114
shares
|
$583,348
0.11% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,048
shares
|
$577,936
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
7,032
shares
|
$576,624
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
6,995
shares
|
$573,590
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
6,991
shares
|
$573,262
0.44% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,975
shares
|
$571,950
0.06% of portfolio
|
Q4 2024
Reduced 19.71%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,948
shares
|
$569,736
0.0% of portfolio
|
Q1 2024
Reduced 16.82%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
6,926
shares
|
$567,932
16.25% of portfolio
|
Q1 2023
Reduced 98.55%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
6,860
shares
|
$562,520
0.3% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,848
shares
|
$561,536
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,840
shares
|
$560,880
0.01% of portfolio
|
Q1 2025
Reduced 66.3%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
6,684
shares
|
$548,088
0.95% of portfolio
|
Q1 2025
Reduced 3.28%
|