Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,230 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
300,388
shares
|
$28 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
294,812
shares
|
$27.5 Million
8.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
291,703
shares
|
$27.2 Million
10.84% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
289,695
shares
|
$27 Million
0.56% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
288,916
shares
|
$26.9 Million
1.12% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
288,552
shares
|
$26.9 Million
0.13% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
287,164
shares
|
$26.8 Million
11.68% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
282,830
shares
|
$26.4 Million
0.86% of portfolio
|
Q1 2025
Added 27.96%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
282,198
shares
|
$26.3 Million
10.8% of portfolio
|
Q1 2025
Added 27.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
279,994
shares
|
$26.1 Million
0.29% of portfolio
|
Q1 2025
Reduced 36.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
277,995
shares
|
$25.9 Million
0.78% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
277,599
shares
|
$25.9 Million
2.19% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
276,976
shares
|
$25.8 Million
3.88% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
276,954
shares
|
$25.8 Million
0.73% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
276,261
shares
|
$25.8 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
274,823
shares
|
$25.6 Million
3.14% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
271,686
shares
|
$25.3 Million
3.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
270,265
shares
|
$25.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
269,450
shares
|
$25.1 Million
0.03% of portfolio
|
Q1 2025
Added 109432.52%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
267,069
shares
|
$24.9 Million
3.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
266,823
shares
|
$24.9 Million
2.37% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
265,868
shares
|
$24.8 Million
6.03% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
261,300
shares
|
$24.4 Million
0.05% of portfolio
|
Q1 2025
Added 27.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
259,379
shares
|
$24.2 Million
0.51% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
258,161
shares
|
$24.1 Million
0.94% of portfolio
|
Q1 2025
New holding
|