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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,183
shares
|
$97,006
0.01% of portfolio
|
Q2 2022
Reduced 57.87%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,163
shares
|
$95,366
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,162
shares
|
$95,284
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,153
shares
|
$94,546
0.02% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,103
shares
|
$90,446
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,102
shares
|
$90,364
0.01% of portfolio
|
Q1 2025
Added 91.99%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$90,200
0.03% of portfolio
|
Q2 2022
Reduced 5.82%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,094
shares
|
$89,708
0.05% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,078
shares
|
$88,396
0.04% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,043
shares
|
$85,526
0.0% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
1,041
shares
|
$85,362
0.01% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,033
shares
|
$84,706
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1,000
shares
|
$82,000
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
958
shares
|
$78,556
0.03% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
956
shares
|
$78,392
0.03% of portfolio
|
Q1 2025
Added 218.67%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
956
shares
|
$78,392
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
944
shares
|
$77,408
0.0% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
942
shares
|
$77,244
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
935
shares
|
$76,670
0.03% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
878
shares
|
$71,996
0.02% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
863
shares
|
$70,766
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
835
shares
|
$68,470
0.03% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
816
shares
|
$66,912
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
772
shares
|
$63,304
0.02% of portfolio
|
Q4 2024
Reduced 29.95%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
750
shares
|
$61,500
0.01% of portfolio
|
Q4 2019
New holding
|