Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,128 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
287,550
shares
|
$25.9 Million
8.02% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
284,896
shares
|
$25.7 Million
11.09% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
283,247
shares
|
$25.5 Million
3.11% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
276,710
shares
|
$25 Million
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
275,590
shares
|
$24.9 Million
3.41% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
275,222
shares
|
$24.8 Million
1.15% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
274,671
shares
|
$24.8 Million
1.32% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
272,957
shares
|
$24.6 Million
2.47% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
271,686
shares
|
$24.5 Million
3.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
270,929
shares
|
$24.4 Million
2.33% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
263,161
shares
|
$23.7 Million
7.14% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
262,317
shares
|
$23.7 Million
2.63% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
259,364
shares
|
$23.4 Million
0.44% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
258,019
shares
|
$23.3 Million
3.89% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
257,293
shares
|
$23.2 Million
1.17% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
251,923
shares
|
$22.7 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
250,238
shares
|
$22.6 Million
8.79% of portfolio
|
Q4 2024
Added 107.72%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
248,896
shares
|
$22.5 Million
12.47% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
245,254
shares
|
$22.1 Million
1.02% of portfolio
|
Q3 2024
Added 135.05%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jan 15, 2025 Q4 2024 |
243,975
shares
|
$22 Million
11.09% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
235,417
shares
|
$21.2 Million
3.36% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
234,506
shares
|
$21.2 Million
8.6% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
229,776
shares
|
$20.7 Million
4.56% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
228,651
shares
|
$20.6 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
227,473
shares
|
$20.5 Million
3.49% of portfolio
|
Q4 2024
Added 1.41%
|