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 |
---|---|---|---|---|---|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 18, 2024 Q1 2024 |
183,259
shares
|
$14.7 Million
8.71% of portfolio
|
Q1 2024
Added 1.54%
|
|
Millington Financial Advisors, LLC
Naperville, IL |
May 06, 2024 Q1 2024 |
182,215
shares
|
$14.6 Million
9.5% of portfolio
|
Q1 2024
Added 1.53%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
180,809
shares
|
$14.5 Million
0.5% of portfolio
|
Q1 2024
Added 26.34%
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 09, 2024 Q1 2024 |
177,400
shares
|
$14.2 Million
1.92% of portfolio
|
Q1 2024
Added 0.19%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
172,122
shares
|
$13.8 Million
0.51% of portfolio
|
Q1 2024
Closed
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
169,661
shares
|
$13.6 Million
0.18% of portfolio
|
Q1 2024
Added 92.93%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$13.6 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|
|
Mc Naughton Wealth Management, LLC
|
Apr 12, 2024 Q1 2024 |
167,549
shares
|
$13.4 Million
6.8% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
163,685
shares
|
$13.1 Million
0.3% of portfolio
|
Q1 2024
Added 13.03%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
163,539
shares
|
$13.1 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
163,419
shares
|
$13.1 Million
0.16% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
Avestar Capital, LLC
|
May 10, 2024 Q1 2024 |
162,586
shares
|
$13 Million
1.26% of portfolio
|
Q1 2024
Added 77.86%
|
|
Oak Harvest Investment Services
|
Apr 19, 2024 Q1 2024 |
160,832
shares
|
$12.9 Million
2.03% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
160,213
shares
|
$12.8 Million
0.45% of portfolio
|
Q1 2024
Reduced 57.46%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
159,445
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2024
Added 15.26%
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
158,956
shares
|
$12.7 Million
2.12% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
158,935
shares
|
$12.7 Million
6.56% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Sargent Investment Group, LLC
|
May 10, 2024 Q1 2024 |
158,724
shares
|
$12.7 Million
2.58% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
158,509
shares
|
$12.7 Million
1.04% of portfolio
|
Q1 2024
Added 1.27%
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
May 10, 2024 Q1 2024 |
155,532
shares
|
$12.5 Million
5.85% of portfolio
|
Q1 2024
Added 7.42%
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 13, 2024 Q1 2024 |
155,476
shares
|
$12.5 Million
5.84% of portfolio
|
Q1 2024
Reduced 7.44%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
153,622
shares
|
$12.3 Million
2.81% of portfolio
|
Q1 2024
Added 0.0%
|
|
Summit X, LLC
Chesterfield, MO |
May 08, 2024 Q1 2024 |
151,590
shares
|
$12.1 Million
2.89% of portfolio
|
Q1 2024
Added 135.7%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
147,769
shares
|
$11.8 Million
0.79% of portfolio
|
Q1 2024
Added 0.46%
|
|
Levy Wealth Management Group, LLC
|
Apr 16, 2024 Q1 2024 |
144,588
shares
|
$11.6 Million
2.81% of portfolio
|
Q4 2023
Added 0.67%
|