Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,224 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
369,339
shares
|
$30.3 Million
19.28% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
363,477
shares
|
$29.8 Million
0.51% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
362,570
shares
|
$29.7 Million
1.56% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
359,716
shares
|
$29.5 Million
2.1% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
359,669
shares
|
$29.5 Million
6.58% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
352,199
shares
|
$28.9 Million
0.32% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
339,486
shares
|
$27.8 Million
18.59% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
338,199
shares
|
$27.7 Million
7.32% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
337,910
shares
|
$27.7 Million
6.97% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
336,227
shares
|
$27.6 Million
0.4% of portfolio
|
Q1 2025
Added 64.47%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
335,101
shares
|
$27.5 Million
3.31% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
333,401
shares
|
$27.3 Million
1.83% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
333,271
shares
|
$27.3 Million
1.34% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
330,597
shares
|
$27.1 Million
2.11% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
329,340
shares
|
$27 Million
15.84% of portfolio
|
Q3 2023
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
328,216
shares
|
$26.9 Million
0.53% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
323,123
shares
|
$26.5 Million
6.32% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
322,595
shares
|
$26.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
322,382
shares
|
$26.4 Million
15.3% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
319,338
shares
|
$26.2 Million
0.67% of portfolio
|
Q4 2024
Added 4610.0%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
319,327
shares
|
$26.2 Million
3.86% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
318,984
shares
|
$26.2 Million
0.31% of portfolio
|
Q1 2025
Added 46.85%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
318,543
shares
|
$26.1 Million
2.73% of portfolio
|
Q4 2024
Added 396.36%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
316,116
shares
|
$25.9 Million
2.36% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
313,205
shares
|
$25.7 Million
2.41% of portfolio
|
Q1 2025
Added 1.36%
|