Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,256 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,815
shares
|
$176,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
1,815
shares
|
$176,000
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 24, 2025 Q2 2025 |
1,785
shares
|
$173,091
0.04% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,781
shares
|
$172,703
0.05% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,780
shares
|
$172,606
0.05% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,703
shares
|
$165,139
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,688
shares
|
$163,685
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,659
shares
|
$160,873
0.01% of portfolio
|
Q2 2025
Added 35.32%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,655
shares
|
$160,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$155,152
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,563
shares
|
$151,564
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,548
shares
|
$150,109
0.02% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,520
shares
|
$147,394
0.02% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,463
shares
|
$141,867
0.05% of portfolio
|
Q4 2023
Reduced 40.6%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
1,332
shares
|
$129,164
0.08% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,330
shares
|
$128,970
0.14% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
1,315
shares
|
$127,515
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,299
shares
|
$125,964
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,259
shares
|
$122,085
0.09% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,250
shares
|
$121,212
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,244
shares
|
$120,630
0.0% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,244
shares
|
$120,630
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,227
shares
|
$118,982
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,200
shares
|
$116,364
0.08% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,198
shares
|
$116,170
0.0% of portfolio
|
Q4 2024
Added 128.63%
|