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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
117,151
shares
|
$11.4 Million
2.27% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
116,665
shares
|
$11.3 Million
0.86% of portfolio
|
Q2 2025
Added 57.84%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
116,354
shares
|
$11.3 Million
0.97% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
115,882
shares
|
$11.2 Million
4.92% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
115,099
shares
|
$11.2 Million
5.24% of portfolio
|
Q1 2025
Reduced 65.33%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
114,731
shares
|
$11.1 Million
4.69% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
114,443
shares
|
$11.1 Million
9.14% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
110,508
shares
|
$10.7 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
110,177
shares
|
$10.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 37.14%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
109,489
shares
|
$10.6 Million
1.81% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
108,461
shares
|
$10.5 Million
2.05% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
108,452
shares
|
$10.5 Million
0.35% of portfolio
|
Q2 2025
Added 110.72%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
108,353
shares
|
$10.5 Million
2.72% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
108,282
shares
|
$10.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
107,889
shares
|
$10.5 Million
1.03% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
107,255
shares
|
$10.4 Million
2.2% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
106,436
shares
|
$10.3 Million
2.17% of portfolio
|
Q2 2025
Added 60.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
104,755
shares
|
$10.2 Million
0.07% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
103,271
shares
|
$10 Million
5.18% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
102,676
shares
|
$9.96 Million
0.23% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
102,620
shares
|
$9.95 Million
0.5% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
102,336
shares
|
$9.92 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
101,413
shares
|
$9.83 Million
1.13% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
101,128
shares
|
$9.81 Million
3.92% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
101,074
shares
|
$9.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.51%
|