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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
3,802
shares
|
$311,764
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
3,794
shares
|
$311,108
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,750
shares
|
$307,500
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,748
shares
|
$307,336
0.02% of portfolio
|
Q1 2025
Reduced 28.49%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
3,696
shares
|
$303,072
0.27% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,667
shares
|
$300,694
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
3,659
shares
|
$300,038
0.06% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,649
shares
|
$299,218
0.15% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,625
shares
|
$297,250
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,600
shares
|
$295,200
0.13% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
3,587
shares
|
$294,134
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,538
shares
|
$290,116
0.13% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
3,513
shares
|
$288,066
0.01% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
3,501
shares
|
$287,082
0.17% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,467
shares
|
$284,294
0.13% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,456
shares
|
$283,392
0.06% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,445
shares
|
$282,490
0.01% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
3,445
shares
|
$282,490
0.02% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
3,445
shares
|
$282,490
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
3,443
shares
|
$282,326
0.16% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,438
shares
|
$281,916
0.03% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,432
shares
|
$281,424
1.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
3,386
shares
|
$277,652
0.01% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,384
shares
|
$277,488
0.04% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
3,375
shares
|
$276,750
0.09% of portfolio
|
Q1 2025
Reduced 6.48%
|