Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,313 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 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
|
$3.9 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
|
$1.98 Billion
3.67% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
11,348,851
shares
|
$1.17 Billion
5.37% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,227,943
shares
|
$1.05 Billion
0.3% of portfolio
|
Q2 2025
Added 77.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
9,853,254
shares
|
$1.02 Billion
0.24% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,215,054
shares
|
$846 Million
0.05% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,632,336
shares
|
$580 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
|
$561 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
|
$552 Million
4.44% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,592,176
shares
|
$473 Million
6.19% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,366,773
shares
|
$450 Million
3.39% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,262,778
shares
|
$439 Million
0.07% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,895,752
shares
|
$401 Million
9.46% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,825,697
shares
|
$394 Million
0.13% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,626,169
shares
|
$374 Million
10.17% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,522,818
shares
|
$363 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
|
$353 Million
0.02% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,381,658
shares
|
$348 Million
10.14% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
3,095,856
shares
|
$319 Million
5.03% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,717,937
shares
|
$280 Million
2.21% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,702,340
shares
|
$278 Million
0.46% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,660,996
shares
|
$274 Million
0.89% of portfolio
|
Q2 2025
Added 20.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$273 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,524,871
shares
|
$260 Million
0.05% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,487,009
shares
|
$256 Million
0.05% of portfolio
|
Q2 2025
Added 16.82%
|