Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,370 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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
179,674
shares
|
$18.9 Million
0.69% of portfolio
|
Q3 2025
Added 18.39%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
176,495
shares
|
$18.6 Million
4.17% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
173,478
shares
|
$18.3 Million
2.21% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$17.8 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
168,757
shares
|
$17.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
168,169
shares
|
$17.7 Million
0.82% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
167,565
shares
|
$17.6 Million
6.67% of portfolio
|
Q2 2025
Reduced 26.49%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
167,331
shares
|
$17.6 Million
0.81% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
165,761
shares
|
$17.4 Million
5.81% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
165,447
shares
|
$17.4 Million
0.23% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
164,613
shares
|
$17.3 Million
1.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
161,410
shares
|
$17 Million
5.48% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
161,099
shares
|
$17 Million
0.05% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
160,508
shares
|
$16.9 Million
5.58% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
158,500
shares
|
$16.7 Million
6.94% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
158,337
shares
|
$16.7 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
157,950
shares
|
$16.6 Million
2.96% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
157,522
shares
|
$16.6 Million
3.71% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
157,049
shares
|
$16.5 Million
3.13% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
157,002
shares
|
$16.5 Million
1.1% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
156,994
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Added 238.24%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
155,152
shares
|
$16.3 Million
1.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
154,689
shares
|
$16.3 Million
7.84% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
154,201
shares
|
$16.2 Million
3.37% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
152,555
shares
|
$16.1 Million
1.39% of portfolio
|
Q3 2025
Added 0.16%
|