Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 993 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
655,028
shares
|
$52.5 Million
0.2% of portfolio
|
Q1 2024
Added 6.04%
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
652,481
shares
|
$52.3 Million
7.08% of portfolio
|
Q1 2024
Added 110.59%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
645,233
shares
|
$51.7 Million
1.08% of portfolio
|
Q1 2024
Added 8.13%
|
|
Financial Planning & Information Services, Inc.
|
May 14, 2024 Q1 2024 |
641,599
shares
|
$51.4 Million
7.05% of portfolio
|
Q1 2024
Added 14.18%
|
|
Founders Financial Securities LLC
|
Apr 17, 2024 Q1 2024 |
606,687
shares
|
$48.6 Million
4.71% of portfolio
|
Q1 2024
Reduced 22.78%
|
|
Esl Trust Services, LLC
|
May 10, 2024 Q1 2024 |
592,433
shares
|
$47.5 Million
11.35% of portfolio
|
Q1 2024
Added 0.45%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
590,973
shares
|
$47.4 Million
0.65% of portfolio
|
Q1 2024
Added 23.34%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
574,959
shares
|
$46.1 Million
6.4% of portfolio
|
Q1 2024
Reduced 13.0%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
571,305
shares
|
$45.8 Million
0.84% of portfolio
|
Q1 2024
Reduced 13.13%
|
|
Mount Yale Investment Advisors, LLC
|
May 15, 2024 Q1 2024 |
561,155
shares
|
$45 Million
3.2% of portfolio
|
Q1 2024
New holding
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
554,617
shares
|
$44.4 Million
2.39% of portfolio
|
Q1 2024
Reduced 13.5%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
533,751
shares
|
$42.8 Million
0.05% of portfolio
|
Q1 2024
Added 23.59%
|
|
Rodgers & Associates, LTD
|
May 10, 2024 Q1 2024 |
532,208
shares
|
$42.6 Million
5.01% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
530,411
shares
|
$42.5 Million
1.61% of portfolio
|
Q1 2024
Added 26.94%
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 30, 2024 Q1 2024 |
513,062
shares
|
$41.1 Million
20.57% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
May 07, 2024 Q1 2024 |
493,536
shares
|
$39.5 Million
8.97% of portfolio
|
Q1 2024
Added 1.47%
|
|
Alera Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
492,945
shares
|
$39.5 Million
4.91% of portfolio
|
Q1 2024
Reduced 9.73%
|
|
Truefg, LLC
Cedar Park, TX |
Apr 23, 2024 Q1 2024 |
486,728
shares
|
$39 Million
13.08% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
475,901
shares
|
$38.1 Million
0.93% of portfolio
|
Q1 2024
Added 22.04%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
463,983
shares
|
$37.2 Million
1.0% of portfolio
|
Q3 2022
Added 5.32%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
461,876
shares
|
$37 Million
1.31% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
Winthrop Advisory Group LLC
|
Apr 17, 2024 Q1 2024 |
461,676
shares
|
$37 Million
4.86% of portfolio
|
Q1 2024
Added 1311.34%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
444,939
shares
|
$35.7 Million
1.67% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
Measured Wealth Private Client Group, LLC
|
Apr 18, 2024 Q1 2024 |
440,022
shares
|
$35.3 Million
11.3% of portfolio
|
Q1 2024
Reduced 3.07%
|
|
Ackerman Capital Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
437,229
shares
|
$35 Million
8.85% of portfolio
|
Q1 2024
Added 3.94%
|