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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
119,404
shares
|
$12.6 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
118,894
shares
|
$12.5 Million
2.88% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
118,449
shares
|
$12.5 Million
2.45% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
118,054
shares
|
$12.4 Million
3.84% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
117,151
shares
|
$12.3 Million
2.27% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
116,826
shares
|
$12.3 Million
0.27% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
116,603
shares
|
$12.3 Million
1.63% of portfolio
|
Q2 2025
Added 53.78%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
116,182
shares
|
$12.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
115,737
shares
|
$12.2 Million
0.31% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
115,548
shares
|
$12.2 Million
5.27% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
115,479
shares
|
$12.2 Million
0.09% of portfolio
|
Q3 2025
Added 130.17%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
114,862
shares
|
$12.1 Million
5.1% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
114,469
shares
|
$12 Million
0.83% of portfolio
|
Q3 2025
Reduced 75.89%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
113,852
shares
|
$12 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
113,482
shares
|
$11.9 Million
0.38% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
113,201
shares
|
$11.9 Million
4.97% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
113,078
shares
|
$11.9 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
112,762
shares
|
$11.9 Million
5.47% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
112,566
shares
|
$11.8 Million
7.17% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
112,156
shares
|
$11.8 Million
0.55% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
111,770
shares
|
$11.8 Million
6.62% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
111,318
shares
|
$11.7 Million
3.1% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
110,780
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
109,044
shares
|
$11.5 Million
9.28% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
108,638
shares
|
$11.4 Million
2.77% of portfolio
|
Q3 2025
Added 1.29%
|