Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 993 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
220,619
shares
|
$17.7 Million
1.48% of portfolio
|
Q1 2024
Added 6.32%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
May 21, 2024 Q1 2024 |
220,504
shares
|
$17.7 Million
0.55% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
219,314
shares
|
$17.6 Million
1.67% of portfolio
|
Q1 2024
Reduced 4.5%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$17.5 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
215,018
shares
|
$17.2 Million
9.75% of portfolio
|
Q4 2022
New holding
|
|
Navalign, LLC
|
Apr 12, 2024 Q1 2024 |
214,882
shares
|
$17.2 Million
5.23% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
214,270
shares
|
$17.2 Million
4.25% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
Carson Allaria Wealth Management, Ltd.
|
May 07, 2024 Q1 2024 |
211,771
shares
|
$17 Million
9.96% of portfolio
|
Q1 2024
Added 14.54%
|
|
Buttonwood Financial Group, LLC
|
Apr 11, 2024 Q1 2024 |
210,946
shares
|
$16.9 Million
9.26% of portfolio
|
Q1 2024
Added 96.77%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
210,165
shares
|
$16.8 Million
0.48% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$16.5 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
204,971
shares
|
$16.4 Million
0.05% of portfolio
|
Q1 2024
Added 50.6%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$16.4 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
May 14, 2024 Q1 2024 |
204,205
shares
|
$16.4 Million
10.23% of portfolio
|
Q1 2024
New holding
|
|
Wells Financial Advisors Inc
|
May 13, 2024 Q1 2024 |
202,785
shares
|
$16.2 Million
10.39% of portfolio
|
Q1 2024
Added 0.59%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 03, 2024 Q1 2024 |
201,833
shares
|
$16.2 Million
1.75% of portfolio
|
Q1 2024
Added 3628.67%
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
198,402
shares
|
$15.9 Million
9.63% of portfolio
|
Q1 2024
Added 0.61%
|
|
Sterling Manor Financial, LLC
|
Apr 23, 2024 Q1 2024 |
197,463
shares
|
$15.8 Million
11.17% of portfolio
|
Q1 2024
Added 5.58%
|
|
Tpg Financial Advisors, LLC
|
Jan 09, 2024 Q4 2023 |
193,680
shares
|
$15.5 Million
6.68% of portfolio
|
Q4 2023
Added 1.32%
|
|
Harbor Group, Inc.
|
Apr 15, 2024 Q1 2024 |
189,611
shares
|
$15.2 Million
3.66% of portfolio
|
Q1 2024
Added 4.41%
|
|
Optas, LLC
|
Apr 17, 2024 Q1 2024 |
189,547
shares
|
$15.2 Million
3.84% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
Wrapmanager Inc
|
May 09, 2024 Q1 2024 |
188,667
shares
|
$15.1 Million
3.87% of portfolio
|
Q1 2024
Added 36.74%
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 15, 2024 Q1 2024 |
187,804
shares
|
$15 Million
2.64% of portfolio
|
Q1 2024
Added 9.27%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
187,282
shares
|
$15 Million
0.55% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
184,603
shares
|
$14.8 Million
0.65% of portfolio
|
Q1 2024
Added 36.44%
|