Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,097 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
337,855
shares
|
$30.5 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
335,101
shares
|
$30.3 Million
3.31% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
333,112
shares
|
$30.1 Million
16.89% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
332,326
shares
|
$30 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
329,981
shares
|
$29.8 Million
0.52% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
329,915
shares
|
$29.8 Million
1.04% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
329,340
shares
|
$29.8 Million
15.84% of portfolio
|
Q3 2023
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
328,149
shares
|
$29.7 Million
4.48% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
319,327
shares
|
$28.9 Million
3.86% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
313,013
shares
|
$28.3 Million
2.4% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
311,164
shares
|
$28.1 Million
0.05% of portfolio
|
Q3 2024
Added 39.9%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
306,462
shares
|
$27.7 Million
0.13% of portfolio
|
Q2 2024
Reduced 13.07%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
304,751
shares
|
$27.5 Million
0.4% of portfolio
|
Q3 2024
Added 17001.63%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
301,648
shares
|
$27.3 Million
0.42% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
300,763
shares
|
$27.2 Million
6.68% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
300,388
shares
|
$27.2 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
296,700
shares
|
$26.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 32.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
294,870
shares
|
$26.7 Million
2.37% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
290,404
shares
|
$26.3 Million
1.2% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
288,306
shares
|
$26.1 Million
9.26% of portfolio
|
Q3 2024
Reduced 77.35%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
287,550
shares
|
$26 Million
8.02% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
286,257
shares
|
$25.9 Million
3.34% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
283,247
shares
|
$25.6 Million
3.11% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
280,505
shares
|
$25.4 Million
10.64% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
280,016
shares
|
$25.3 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.14%
|