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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
863
shares
|
$83,685
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
835
shares
|
$80,969
0.03% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
772
shares
|
$74,860
0.03% of portfolio
|
Q4 2024
Reduced 29.95%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
750
shares
|
$72,727
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
735
shares
|
$71,272
0.0% of portfolio
|
Q1 2025
Reduced 73.81%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
720
shares
|
$69,818
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
709
shares
|
$68,751
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
704
shares
|
$68,266
0.0% of portfolio
|
Q4 2024
Added 137.84%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
700
shares
|
$67,879
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
677
shares
|
$65,648
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
663
shares
|
$64,291
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
663
shares
|
$64,291
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
660
shares
|
$64,000
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
651
shares
|
$63,127
0.0% of portfolio
|
Q4 2024
Added 309.43%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
651
shares
|
$63,127
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
649
shares
|
$62,933
0.03% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
625
shares
|
$60,606
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
610
shares
|
$59,151
0.01% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
600
shares
|
$58,182
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
589
shares
|
$57,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
581
shares
|
$56,339
0.02% of portfolio
|
Q1 2025
Reduced 72.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
556
shares
|
$53,915
0.0% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
505
shares
|
$48,969
0.01% of portfolio
|
Q1 2023
Reduced 86.53%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
500
shares
|
$48,485
0.01% of portfolio
|
Q1 2023
Reduced 6.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
487
shares
|
$47,224
0.0% of portfolio
|
Q4 2024
Added 0.21%
|