Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,227 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,262,024
shares
|
$203 Million
2.25% of portfolio
|
Q2 2023
Added 9.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,229,013
shares
|
$200 Million
0.36% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,216,370
shares
|
$199 Million
0.71% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,207,192
shares
|
$198 Million
0.25% of portfolio
|
Q1 2025
Added 33.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,180,507
shares
|
$196 Million
6.36% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,137,873
shares
|
$192 Million
0.41% of portfolio
|
Q4 2024
Added 19.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,128,843
shares
|
$191 Million
0.04% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,031,903
shares
|
$182 Million
5.51% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,916,056
shares
|
$172 Million
0.03% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,897,130
shares
|
$170 Million
0.22% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
1,793,264
shares
|
$161 Million
1.84% of portfolio
|
Q1 2025
Added 94.09%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
1,785,732
shares
|
$160 Million
1.09% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,589,224
shares
|
$143 Million
10.25% of portfolio
|
Q4 2023
Reduced 1.28%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,571,909
shares
|
$141 Million
6.64% of portfolio
|
Q1 2025
Reduced 62.67%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,479,625
shares
|
$133 Million
11.39% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
1,472,387
shares
|
$132 Million
16.07% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,428,783
shares
|
$128 Million
5.28% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,424,985
shares
|
$128 Million
5.19% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,332,553
shares
|
$120 Million
0.34% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,279,544
shares
|
$115 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,271,674
shares
|
$114 Million
0.28% of portfolio
|
Q2 2023
Added 19.93%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,270,828
shares
|
$114 Million
0.17% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,263,855
shares
|
$113 Million
11.88% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,212,962
shares
|
$109 Million
22.96% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,212,962
shares
|
$109 Million
23.62% of portfolio
|
Q4 2022
New holding
|