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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
69,265
shares
|
$6.72 Million
2.41% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,139
shares
|
$6.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 95.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,915
shares
|
$6.68 Million
0.34% of portfolio
|
Q4 2022
Added 14.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
68,880
shares
|
$6.68 Million
0.32% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
67,568
shares
|
$6.55 Million
0.81% of portfolio
|
Q1 2025
Reduced 44.66%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
65,634
shares
|
$6.36 Million
0.26% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
65,319
shares
|
$6.33 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
64,153
shares
|
$6.22 Million
0.02% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
63,896
shares
|
$6.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
61,457
shares
|
$5.96 Million
4.23% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
60,814
shares
|
$5.9 Million
0.73% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
60,625
shares
|
$5.88 Million
4.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
60,611
shares
|
$5.88 Million
5.95% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
60,537
shares
|
$5.87 Million
1.41% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
60,535
shares
|
$5.87 Million
0.46% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
60,250
shares
|
$5.84 Million
4.08% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
60,065
shares
|
$5.82 Million
0.36% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
60,022
shares
|
$5.82 Million
0.01% of portfolio
|
Q1 2025
Added 91.01%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
59,119
shares
|
$5.73 Million
1.34% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
58,966
shares
|
$5.72 Million
1.56% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
58,111
shares
|
$5.64 Million
0.7% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
57,854
shares
|
$5.61 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
56,634
shares
|
$5.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
56,455
shares
|
$5.47 Million
0.44% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
56,035
shares
|
$5.43 Million
0.12% of portfolio
|
Q1 2025
Added 15.8%
|