Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,389 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
740,640
shares
|
$77.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
740,084
shares
|
$77.6 Million
0.92% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
736,594
shares
|
$77.2 Million
0.06% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
729,730
shares
|
$76.5 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,405
shares
|
$75.1 Million
0.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
713,704
shares
|
$74.8 Million
0.2% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
708,945
shares
|
$74.3 Million
1.21% of portfolio
|
Q3 2025
Added 3540.84%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
706,472
shares
|
$74 Million
15.68% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
684,950
shares
|
$71.8 Million
3.64% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
674,839
shares
|
$70.7 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
|
$70.4 Million
0.11% of portfolio
|
Q3 2023
Added 9.08%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
649,822
shares
|
$68.1 Million
7.43% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
633,446
shares
|
$66.4 Million
2.46% of portfolio
|
Q3 2025
Reduced 23.61%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
623,597
shares
|
$65.4 Million
12.88% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
621,475
shares
|
$65.1 Million
0.32% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
619,161
shares
|
$64.9 Million
10.92% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
601,771
shares
|
$63.1 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
601,566
shares
|
$63.1 Million
0.11% of portfolio
|
Q3 2025
Added 134.91%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
600,237
shares
|
$62.9 Million
3.76% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
576,979
shares
|
$60.5 Million
5.44% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
564,911
shares
|
$59.2 Million
26.62% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
559,378
shares
|
$58.6 Million
1.59% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
555,110
shares
|
$58.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
541,535
shares
|
$56.8 Million
8.5% of portfolio
|
Q3 2025
Added 27.47%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
512,845
shares
|
$53.8 Million
0.85% of portfolio
|
Q4 2025
Added 74.85%
|
|