Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,313 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
7,461
shares
|
$768,781
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,437
shares
|
$766,308
0.03% of portfolio
|
Q3 2022
Added 92.32%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,426
shares
|
$765,175
0.03% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7,353
shares
|
$757,653
0.0% of portfolio
|
Q1 2025
Reduced 32.64%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
7,348
shares
|
$757,137
0.22% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,346
shares
|
$756,931
0.1% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
7,331
shares
|
$755,386
0.0% of portfolio
|
Q2 2025
Reduced 51.59%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,322
shares
|
$754,458
0.11% of portfolio
|
Q2 2023
Reduced 4.56%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
7,319
shares
|
$754,149
0.02% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,306
shares
|
$752,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
7,277
shares
|
$749,822
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
7,228
shares
|
$744,773
0.01% of portfolio
|
Q2 2025
Reduced 90.03%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
7,213
shares
|
$743,227
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,155
shares
|
$737,251
0.12% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
7,138
shares
|
$735,499
0.11% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
7,109
shares
|
$732,511
0.16% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
7,096
shares
|
$731,171
0.01% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
7,033
shares
|
$724,680
0.05% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,975
shares
|
$718,704
0.06% of portfolio
|
Q4 2024
Reduced 19.71%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
6,975
shares
|
$718,704
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
6,951
shares
|
$716,231
0.46% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
6,948
shares
|
$715,921
0.0% of portfolio
|
Q1 2024
Reduced 16.82%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
6,948
shares
|
$715,921
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
6,932
shares
|
$714,273
0.07% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
6,926
shares
|
$713,655
16.25% of portfolio
|
Q1 2023
Reduced 98.55%
|