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 |
|---|---|---|---|---|---|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
100,324
shares
|
$9.73 Million
5.4% of portfolio
|
Q2 2025
Reduced 50.26%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
99,762
shares
|
$9.67 Million
2.29% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
99,613
shares
|
$9.66 Million
0.85% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
99,284
shares
|
$9.63 Million
5.16% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
97,468
shares
|
$9.45 Million
7.46% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
97,401
shares
|
$9.44 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
97,323
shares
|
$9.44 Million
3.51% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
97,221
shares
|
$9.43 Million
1.94% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
96,595
shares
|
$9.37 Million
3.24% of portfolio
|
Q1 2025
Added 24.6%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
93,718
shares
|
$9.09 Million
7.4% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
93,449
shares
|
$9.06 Million
5.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
93,412
shares
|
$9.06 Million
0.43% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
93,046
shares
|
$9.02 Million
0.09% of portfolio
|
Q1 2025
Added 61.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
93,034
shares
|
$9.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
92,828
shares
|
$9 Million
4.11% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
91,980
shares
|
$8.92 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
91,790
shares
|
$8.9 Million
1.51% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
90,733
shares
|
$8.8 Million
0.43% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
88,631
shares
|
$8.59 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
88,473
shares
|
$8.58 Million
4.56% of portfolio
|
Q1 2025
Added 55.75%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
88,343
shares
|
$8.57 Million
4.43% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
87,445
shares
|
$8.48 Million
5.02% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
87,224
shares
|
$8.46 Million
1.43% of portfolio
|
Q2 2025
Added 43.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
86,982
shares
|
$8.43 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
85,524
shares
|
$8.29 Million
3.82% of portfolio
|
Q1 2025
Added 0.51%
|