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 |
|---|---|---|---|---|---|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
4,250
shares
|
$348,500
0.18% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,249
shares
|
$348,418
0.05% of portfolio
|
Q1 2025
Reduced 26.89%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,200
shares
|
$344,400
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,187
shares
|
$343,334
0.02% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
4,185
shares
|
$343,170
0.16% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
4,144
shares
|
$339,808
0.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
4,124
shares
|
$338,168
0.01% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
4,109
shares
|
$336,938
0.0% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
4,109
shares
|
$336,938
0.21% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,094
shares
|
$335,708
0.15% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,092
shares
|
$335,544
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
4,061
shares
|
$333,002
0.14% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,061
shares
|
$333,002
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$328,000
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
3,962
shares
|
$324,884
0.12% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
3,950
shares
|
$323,900
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
3,946
shares
|
$323,572
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
3,928
shares
|
$322,096
0.25% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
3,922
shares
|
$321,604
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
3,902
shares
|
$319,964
0.03% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
3,869
shares
|
$317,258
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,862
shares
|
$316,684
0.12% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,859
shares
|
$316,438
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,820
shares
|
$313,240
0.08% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,809
shares
|
$312,338
0.05% of portfolio
|
Q4 2024
New holding
|