Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,256 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 $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
85,524
shares
|
$8.29 Million
3.82% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
85,381
shares
|
$8.28 Million
1.78% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
85,178
shares
|
$8.26 Million
0.97% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
84,994
shares
|
$8.24 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
84,900
shares
|
$8.23 Million
3.21% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
84,565
shares
|
$8.2 Million
0.32% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
83,817
shares
|
$8.13 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
83,633
shares
|
$8.11 Million
0.75% of portfolio
|
Q1 2025
Reduced 67.42%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
82,939
shares
|
$8.04 Million
3.64% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,896
shares
|
$8.04 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
82,610
shares
|
$8.01 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
82,544
shares
|
$8 Million
6.32% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
82,390
shares
|
$7.99 Million
4.99% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
81,206
shares
|
$7.87 Million
3.75% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
80,095
shares
|
$7.77 Million
4.9% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
79,414
shares
|
$7.7 Million
1.71% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
78,599
shares
|
$7.62 Million
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
78,441
shares
|
$7.61 Million
1.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
78,255
shares
|
$7.59 Million
2.56% of portfolio
|
Q1 2025
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
77,952
shares
|
$7.56 Million
1.7% of portfolio
|
Q1 2025
Added 37.02%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
77,944
shares
|
$7.56 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
77,834
shares
|
$7.55 Million
2.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
76,910
shares
|
$7.46 Million
0.1% of portfolio
|
Q1 2025
Added 67.64%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
75,824
shares
|
$7.35 Million
1.07% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
75,747
shares
|
$7.35 Million
1.97% of portfolio
|
Q1 2025
Reduced 7.65%
|