Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,227 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 $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
36,070,856
shares
|
$3.24 Billion
1.18% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
19,696,376
shares
|
$1.77 Billion
3.4% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,217,747
shares
|
$1.01 Billion
5.18% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,732,829
shares
|
$783 Million
0.2% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,662,540
shares
|
$687 Million
0.05% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,920,770
shares
|
$531 Million
4.75% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,757,808
shares
|
$516 Million
0.15% of portfolio
|
Q1 2025
Reduced 65.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,444,280
shares
|
$488 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,788,489
shares
|
$429 Million
3.25% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,744,344
shares
|
$426 Million
5.83% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,609,555
shares
|
$413 Million
9.39% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,209,404
shares
|
$378 Million
3.76% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,838,600
shares
|
$344 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
3,756,820
shares
|
$337 Million
5.03% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,713,702
shares
|
$333 Million
0.12% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,692,948
shares
|
$331 Million
8.16% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,612,114
shares
|
$324 Million
9.27% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
3,356,869
shares
|
$301 Million
0.05% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,263,819
shares
|
$293 Million
9.0% of portfolio
|
Q1 2025
Added 60.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,946,637
shares
|
$264 Million
6.73% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,912,507
shares
|
$261 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,854,539
shares
|
$256 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$238 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,422,045
shares
|
$217 Million
1.86% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,338,521
shares
|
$210 Million
14.25% of portfolio
|
Q1 2025
Reduced 2.28%
|