Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,126 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
227,360
shares
|
$20.4 Million
2.03% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
227,081
shares
|
$20.4 Million
0.13% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
225,578
shares
|
$20.3 Million
0.69% of portfolio
|
Q3 2024
Added 187.12%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
223,549
shares
|
$20.1 Million
2.97% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
223,116
shares
|
$20 Million
0.31% of portfolio
|
Q3 2022
Reduced 55.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
221,985
shares
|
$19.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
221,137
shares
|
$19.9 Million
10.51% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
221,032
shares
|
$19.9 Million
0.78% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$19.6 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
216,830
shares
|
$19.5 Million
0.08% of portfolio
|
Q4 2024
Added 611.62%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
214,245
shares
|
$19.2 Million
0.44% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
212,995
shares
|
$19.1 Million
0.19% of portfolio
|
Q4 2024
Added 95.86%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
212,470
shares
|
$19.1 Million
1.07% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
209,918
shares
|
$18.9 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
209,280
shares
|
$18.8 Million
5.15% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
207,012
shares
|
$18.6 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
206,775
shares
|
$18.6 Million
12.23% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$18.5 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
206,079
shares
|
$18.5 Million
4.37% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
205,257
shares
|
$18.4 Million
10.65% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$18.4 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
204,435
shares
|
$18.4 Million
0.26% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
203,288
shares
|
$18.3 Million
4.44% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
200,511
shares
|
$18 Million
10.23% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
200,163
shares
|
$18 Million
10.35% of portfolio
|
Q3 2024
Added 7.96%
|