Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,225 institutions that hold shares in the stock, with a total of 323 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,634
shares
|
$381,007
0.03% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
4,600
shares
|
$378,212
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,599
shares
|
$378,129
0.11% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,577
shares
|
$376,320
0.04% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,575
shares
|
$376,156
0.1% of portfolio
|
Q4 2022
Added 0.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
4,571
shares
|
$375,827
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,530
shares
|
$372,456
0.04% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
4,505
shares
|
$370,401
0.02% of portfolio
|
Q4 2023
Reduced 46.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,442
shares
|
$365,221
0.01% of portfolio
|
Q4 2024
Added 62.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,298
shares
|
$353,381
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,288
shares
|
$352,559
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
4,277
shares
|
$351,654
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
4,266
shares
|
$350,750
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
4,250
shares
|
$349,435
0.19% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
4,220
shares
|
$346,968
0.0% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
4,216
shares
|
$346,639
0.02% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
4,205
shares
|
$345,735
0.04% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,200
shares
|
$345,324
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
4,185
shares
|
$344,090
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,170
shares
|
$342,857
0.28% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
4,168
shares
|
$342,692
0.2% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
4,144
shares
|
$340,719
0.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
4,109
shares
|
$337,841
0.23% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,101
shares
|
$337,184
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
4,097
shares
|
$336,855
0.08% of portfolio
|
Q4 2024
New holding
|