Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,313 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
878
shares
|
$90,469
0.02% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
864
shares
|
$89,026
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
863
shares
|
$88,923
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
835
shares
|
$86,038
0.03% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
831
shares
|
$85,626
0.02% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
772
shares
|
$79,546
0.03% of portfolio
|
Q4 2024
Reduced 29.95%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
750
shares
|
$77,280
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
735
shares
|
$75,734
0.0% of portfolio
|
Q1 2025
Reduced 73.81%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
720
shares
|
$74,188
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
709
shares
|
$73,055
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
705
shares
|
$72,643
0.01% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
705
shares
|
$72,643
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
700
shares
|
$72,128
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
700
shares
|
$72,128
0.05% of portfolio
|
Q2 2025
Reduced 26.78%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
663
shares
|
$68,315
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
663
shares
|
$68,315
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
660
shares
|
$68,006
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
651
shares
|
$67,079
0.0% of portfolio
|
Q4 2024
Added 309.43%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
651
shares
|
$67,079
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
649
shares
|
$66,872
0.03% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
625
shares
|
$64,400
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
610
shares
|
$62,854
0.01% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
600
shares
|
$61,824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
589
shares
|
$60,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
556
shares
|
$57,290
0.0% of portfolio
|
Q1 2025
Added 11.65%
|