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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,859
shares
|
$152,438
0.01% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,815
shares
|
$148,830
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,781
shares
|
$146,042
0.05% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,780
shares
|
$145,960
0.04% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,703
shares
|
$139,646
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,688
shares
|
$138,416
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,655
shares
|
$135,710
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,600
shares
|
$131,200
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,597
shares
|
$130,954
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,563
shares
|
$128,166
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,548
shares
|
$126,936
0.02% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,520
shares
|
$124,640
0.02% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,463
shares
|
$119,966
0.05% of portfolio
|
Q4 2023
Reduced 40.6%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,345
shares
|
$110,290
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,332
shares
|
$109,224
0.08% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,330
shares
|
$109,060
0.14% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
1,315
shares
|
$107,830
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,299
shares
|
$106,518
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,259
shares
|
$103,238
0.09% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,250
shares
|
$102,500
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,244
shares
|
$102,008
0.0% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,244
shares
|
$102,008
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,227
shares
|
$100,614
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,226
shares
|
$100,532
0.01% of portfolio
|
Q1 2025
Added 62.6%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,198
shares
|
$98,236
0.0% of portfolio
|
Q4 2024
Added 128.63%
|