Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,366 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
37,858,343
shares
|
$4.07 Billion
1.27% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
19,237,014
shares
|
$2.07 Billion
3.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
11,348,851
shares
|
$1.22 Billion
5.37% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,982,338
shares
|
$1.18 Billion
0.35% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,853,254
shares
|
$1.06 Billion
0.24% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,215,054
shares
|
$883 Million
0.05% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,632,336
shares
|
$605 Million
6.82% of portfolio
|
Q2 2025
Added 22.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,444,280
shares
|
$585 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,352,760
shares
|
$575 Million
4.44% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,769,364
shares
|
$513 Million
3.43% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,645,016
shares
|
$499 Million
6.39% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
4,488,013
shares
|
$482 Million
3.99% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,262,778
shares
|
$458 Million
0.07% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
3,828,393
shares
|
$411 Million
9.64% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,825,697
shares
|
$411 Million
0.13% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
3,673,763
shares
|
$395 Million
5.13% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,528,500
shares
|
$379 Million
10.1% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,522,818
shares
|
$379 Million
0.05% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,428,865
shares
|
$369 Million
0.02% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,381,658
shares
|
$363 Million
10.14% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,010,419
shares
|
$324 Million
2.33% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,774,152
shares
|
$298 Million
0.87% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,702,340
shares
|
$290 Million
0.46% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$285 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
2,565,787
shares
|
$276 Million
16.64% of portfolio
|
Q3 2025
Added 5.08%
|