Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,252 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 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
|
$3.5 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
|
$1.91 Billion
3.4% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,217,747
shares
|
$1.09 Billion
5.18% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,732,829
shares
|
$847 Million
0.2% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,662,540
shares
|
$743 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
|
$574 Million
4.75% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,757,808
shares
|
$558 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
|
$528 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,609,555
shares
|
$447 Million
9.39% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,592,176
shares
|
$445 Million
6.19% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,366,773
shares
|
$423 Million
3.39% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,209,404
shares
|
$408 Million
3.76% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,895,752
shares
|
$378 Million
9.46% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,838,600
shares
|
$372 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
|
$364 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
|
$360 Million
0.12% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,612,114
shares
|
$350 Million
9.27% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,356,869
shares
|
$326 Million
0.05% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,263,819
shares
|
$316 Million
9.0% of portfolio
|
Q1 2025
Added 60.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,946,637
shares
|
$286 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
|
$282 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,854,539
shares
|
$277 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
|
$257 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,422,045
shares
|
$235 Million
1.86% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,338,521
shares
|
$227 Million
14.25% of portfolio
|
Q1 2025
Reduced 2.28%
|