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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
138,819
shares
|
$13.5 Million
1.86% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
138,004
shares
|
$13.4 Million
0.8% of portfolio
|
Q1 2025
Added 44.38%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
133,280
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
132,182
shares
|
$12.8 Million
0.34% of portfolio
|
Q4 2024
Added 52.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
130,302
shares
|
$12.6 Million
0.39% of portfolio
|
Q4 2024
Added 261.69%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
129,319
shares
|
$12.5 Million
7.26% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
129,102
shares
|
$12.5 Million
5.33% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
128,986
shares
|
$12.5 Million
10.06% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
127,895
shares
|
$12.4 Million
3.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
127,735
shares
|
$12.4 Million
2.2% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
126,186
shares
|
$12.2 Million
2.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
124,173
shares
|
$12 Million
6.04% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
124,160
shares
|
$12 Million
0.92% of portfolio
|
Q2 2025
Added 93.85%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
124,068
shares
|
$12 Million
4.09% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
123,278
shares
|
$12 Million
0.06% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
123,235
shares
|
$12 Million
8.61% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
123,141
shares
|
$11.9 Million
1.49% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
121,916
shares
|
$11.8 Million
6.27% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
121,832
shares
|
$11.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 37.36%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
121,017
shares
|
$11.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 19.41%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
120,044
shares
|
$11.6 Million
4.45% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
118,918
shares
|
$11.5 Million
0.03% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
118,896
shares
|
$11.5 Million
4.86% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
118,054
shares
|
$11.4 Million
3.84% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
117,705
shares
|
$11.4 Million
0.62% of portfolio
|
Q1 2025
Added 172.64%
|