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 |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
3,062
shares
|
$251,084
0.15% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
3,058
shares
|
$250,756
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,053
shares
|
$250,346
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
3,052
shares
|
$250,264
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
3,042
shares
|
$249,444
0.08% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
3,031
shares
|
$248,542
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,030
shares
|
$248,460
0.03% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,018
shares
|
$247,476
0.03% of portfolio
|
Q1 2025
Reduced 50.79%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
3,005
shares
|
$246,410
0.23% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
3,004
shares
|
$246,328
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,003
shares
|
$246,246
0.26% of portfolio
|
Q3 2022
Added 32.52%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
3,000
shares
|
$246,000
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
2,999
shares
|
$245,918
0.0% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
2,985
shares
|
$244,770
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
2,980
shares
|
$244,360
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,978
shares
|
$244,196
0.04% of portfolio
|
Q1 2025
Added 167.32%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
2,971
shares
|
$243,622
0.07% of portfolio
|
Q1 2025
Reduced 94.48%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
2,970
shares
|
$243,540
0.2% of portfolio
|
Q1 2025
Reduced 88.06%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
2,966
shares
|
$243,212
0.08% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
2,955
shares
|
$242,310
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,921
shares
|
$239,522
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
2,919
shares
|
$239,358
0.21% of portfolio
|
Q1 2025
Reduced 64.98%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
2,912
shares
|
$238,784
0.01% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
2,897
shares
|
$237,554
0.19% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,887
shares
|
$236,734
0.01% of portfolio
|
Q1 2025
Added 24.6%
|