Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,252 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 $29.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
198
shares
|
$19,200
0.01% of portfolio
|
Q1 2025
Added 153.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
194
shares
|
$18,812
0.0% of portfolio
|
Q4 2023
Added 212.9%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
183
shares
|
$17,745
0.0% of portfolio
|
Q4 2024
Added 25.68%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
182
shares
|
$17,648
0.0% of portfolio
|
Q1 2025
Reduced 69.15%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
165
shares
|
$16,000
0.0% of portfolio
|
Q3 2022
Reduced 32.65%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
165
shares
|
$16,000
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
162
shares
|
$15,709
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
160
shares
|
$15,515
0.0% of portfolio
|
Q3 2023
Reduced 69.52%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
158
shares
|
$15,321
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
133
shares
|
$12,897
0.0% of portfolio
|
Q1 2025
Reduced 97.11%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
127
shares
|
$12,315
0.0% of portfolio
|
Q2 2025
Reduced 27.84%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
124
shares
|
$12,024
0.01% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
121
shares
|
$11,733
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
116
shares
|
$11,248
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
113
shares
|
$10,957
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
106
shares
|
$10,278
0.0% of portfolio
|
Q3 2024
Added 307.69%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
105
shares
|
$10,181
0.0% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
104
shares
|
$10,084
0.01% of portfolio
|
Q1 2025
Reduced 95.58%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
101
shares
|
$9,793
0.0% of portfolio
|
Q4 2023
Reduced 49.5%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
95
shares
|
$9,212
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
90
shares
|
$8,727
0.0% of portfolio
|
Q2 2025
Added 34.33%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
88
shares
|
$8,533
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
86
shares
|
$8,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
85
shares
|
$8,242
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
84
shares
|
$8,145
0.0% of portfolio
|
Q4 2024
Reduced 48.15%
|