Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,357 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $33.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,212,962
shares
|
$126 Million
22.96% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,212,962
shares
|
$126 Million
23.62% of portfolio
|
Q4 2022
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
1,202,302
shares
|
$125 Million
4.36% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
1,195,346
shares
|
$124 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,139,964
shares
|
$118 Million
7.49% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
1,086,545
shares
|
$113 Million
5.21% of portfolio
|
Q2 2025
Added 92.35%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,085,277
shares
|
$113 Million
0.76% of portfolio
|
Q2 2025
Added 10781.06%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,046,805
shares
|
$109 Million
11.05% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
1,031,908
shares
|
$107 Million
12.22% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,000,339
shares
|
$104 Million
0.28% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
987,850
shares
|
$102 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,322
shares
|
$102 Million
7.82% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
959,536
shares
|
$99.5 Million
4.63% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
954,990
shares
|
$99 Million
0.99% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$98.5 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$98.5 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
938,767
shares
|
$97.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
903,546
shares
|
$93.7 Million
0.91% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
871,941
shares
|
$90.4 Million
6.67% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
855,779
shares
|
$88.8 Million
0.13% of portfolio
|
Q2 2025
Added 9685.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
851,088
shares
|
$88.3 Million
11.41% of portfolio
|
Q2 2025
Added 9486.48%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
847,823
shares
|
$87.9 Million
21.02% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
829,241
shares
|
$86 Million
3.04% of portfolio
|
Q2 2025
Reduced 71.86%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
818,956
shares
|
$84.9 Million
12.33% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
786,880
shares
|
$81.6 Million
0.85% of portfolio
|
Q2 2025
Added 1.43%
|