Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,313 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
107,889
shares
|
$11.1 Million
1.03% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
107,506
shares
|
$11.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 30.66%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
107,255
shares
|
$11.1 Million
2.2% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
106,436
shares
|
$11 Million
2.17% of portfolio
|
Q2 2025
Added 60.21%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
106,359
shares
|
$11 Million
0.98% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
104,714
shares
|
$10.8 Million
5.91% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
104,580
shares
|
$10.8 Million
0.85% of portfolio
|
Q2 2025
Reduced 70.93%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
103,271
shares
|
$10.6 Million
5.18% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
102,713
shares
|
$10.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
102,676
shares
|
$10.6 Million
0.23% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
102,336
shares
|
$10.5 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
101,413
shares
|
$10.4 Million
1.13% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
100,840
shares
|
$10.4 Million
5.79% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
100,324
shares
|
$10.3 Million
5.4% of portfolio
|
Q2 2025
Reduced 50.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
100,136
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
99,853
shares
|
$10.3 Million
3.9% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
99,762
shares
|
$10.3 Million
2.29% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
99,284
shares
|
$10.2 Million
5.16% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
97,537
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 94.95%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
97,401
shares
|
$10 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
95,956
shares
|
$9.89 Million
1.72% of portfolio
|
Q2 2025
Added 2423.83%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
95,571
shares
|
$9.85 Million
1.9% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
93,718
shares
|
$9.66 Million
7.4% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
93,449
shares
|
$9.63 Million
5.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
93,034
shares
|
$9.59 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.88%
|