Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,224 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
204,926
shares
|
$16.8 Million
1.88% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$16.8 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
204,400
shares
|
$16.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
201,712
shares
|
$16.5 Million
9.4% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
199,503
shares
|
$16.4 Million
8.6% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
199,485
shares
|
$16.4 Million
8.98% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
197,600
shares
|
$16.2 Million
9.52% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
197,274
shares
|
$16.2 Million
4.58% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
196,363
shares
|
$16.1 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
196,195
shares
|
$16.1 Million
3.94% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
195,052
shares
|
$16 Million
9.38% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
191,106
shares
|
$15.7 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
190,185
shares
|
$15.6 Million
2.49% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
189,925
shares
|
$15.6 Million
3.06% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
179,924
shares
|
$14.8 Million
5.49% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
179,449
shares
|
$14.7 Million
0.06% of portfolio
|
Q1 2025
Added 60.42%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
178,985
shares
|
$14.7 Million
3.2% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
178,951
shares
|
$14.7 Million
3.92% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
177,169
shares
|
$14.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 59.77%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
171,251
shares
|
$14 Million
2.3% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$13.9 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
168,193
shares
|
$13.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
163,084
shares
|
$13.4 Million
3.49% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
160,568
shares
|
$13.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
160,134
shares
|
$13.1 Million
1.95% of portfolio
|
Q1 2025
Added 0.39%
|