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 |
|---|---|---|---|---|---|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Jul 17, 2025 Q2 2025 |
55,214
shares
|
$5.35 Million
2.52% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
55,028
shares
|
$5.34 Million
0.25% of portfolio
|
Q4 2022
Added 421.35%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
54,164
shares
|
$5.25 Million
3.64% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
54,164
shares
|
$5.25 Million
3.62% of portfolio
|
Q1 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
53,913
shares
|
$5.23 Million
0.63% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
53,429
shares
|
$5.18 Million
1.91% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
53,278
shares
|
$5.17 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
53,164
shares
|
$5.16 Million
3.68% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
52,049
shares
|
$5.05 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
51,862
shares
|
$5.03 Million
1.84% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
51,613
shares
|
$5 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
51,520
shares
|
$5 Million
0.79% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
51,240
shares
|
$4.97 Million
0.44% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
50,616
shares
|
$4.91 Million
2.66% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
50,265
shares
|
$4.87 Million
2.59% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
50,171
shares
|
$4.87 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
50,033
shares
|
$4.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
50,000
shares
|
$4.85 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
49,410
shares
|
$4.79 Million
4.03% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
49,202
shares
|
$4.77 Million
1.36% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
48,632
shares
|
$4.72 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
48,630
shares
|
$4.72 Million
1.46% of portfolio
|
Q2 2025
Added 116.45%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
48,555
shares
|
$4.71 Million
0.41% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
48,416
shares
|
$4.69 Million
1.3% of portfolio
|
Q1 2025
Added 135.26%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
48,360
shares
|
$4.69 Million
0.33% of portfolio
|
Q1 2025
Added 7.67%
|