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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
755,193
shares
|
$78.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 50.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
740,640
shares
|
$76.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
740,084
shares
|
$76.8 Million
0.92% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
735,165
shares
|
$76.2 Million
0.06% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
729,730
shares
|
$75.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,405
shares
|
$74.3 Million
0.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
708,945
shares
|
$73.5 Million
1.21% of portfolio
|
Q3 2025
Added 3540.84%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
706,472
shares
|
$73.3 Million
15.68% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
684,950
shares
|
$71 Million
3.64% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
684,400
shares
|
$71 Million
0.13% of portfolio
|
Q2 2025
Added 161.92%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
674,839
shares
|
$70 Million
22.84% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
671,758
shares
|
$69.7 Million
0.11% of portfolio
|
Q3 2023
Added 9.08%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
671,263
shares
|
$69.6 Million
13.97% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
660,474
shares
|
$68.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
649,822
shares
|
$67.4 Million
7.43% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
640,595
shares
|
$66.4 Million
12.56% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
619,161
shares
|
$64.2 Million
10.92% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
608,977
shares
|
$63.2 Million
0.31% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
576,979
shares
|
$59.8 Million
5.44% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
576,325
shares
|
$59.8 Million
3.57% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
571,961
shares
|
$59.3 Million
25.9% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
555,110
shares
|
$57.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
552,140
shares
|
$57.3 Million
1.53% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
536,744
shares
|
$55.7 Million
5.17% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
501,035
shares
|
$52 Million
3.04% of portfolio
|
Q3 2025
Added 1.06%
|