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 308 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
167,565
shares
|
$16.2 Million
6.67% of portfolio
|
Q2 2025
Reduced 26.49%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
164,597
shares
|
$16 Million
0.92% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
163,084
shares
|
$15.8 Million
3.49% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
160,568
shares
|
$15.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
159,160
shares
|
$15.4 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
158,500
shares
|
$15.4 Million
6.94% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
156,770
shares
|
$15.2 Million
2.75% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
155,036
shares
|
$15 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
154,671
shares
|
$15 Million
0.68% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
153,984
shares
|
$14.9 Million
4.39% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
153,677
shares
|
$14.9 Million
5.09% of portfolio
|
Q2 2025
Added 20.64%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
153,290
shares
|
$14.9 Million
0.86% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
152,547
shares
|
$14.8 Million
2.67% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
152,317
shares
|
$14.8 Million
0.94% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
152,311
shares
|
$14.8 Million
1.37% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
152,287
shares
|
$14.8 Million
5.27% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
151,245
shares
|
$14.7 Million
0.99% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
148,195
shares
|
$14.4 Million
0.44% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
147,760
shares
|
$14.3 Million
0.69% of portfolio
|
Q2 2025
Reduced 68.46%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
145,595
shares
|
$14.1 Million
5.96% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
143,255
shares
|
$13.9 Million
0.86% of portfolio
|
Q1 2025
Added 1195.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
141,797
shares
|
$13.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
140,197
shares
|
$13.6 Million
2.88% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
140,074
shares
|
$13.6 Million
10.19% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
139,628
shares
|
$13.5 Million
2.8% of portfolio
|
Q4 2024
Added 4.75%
|