Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,366 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
494,929
shares
|
$53.2 Million
4.76% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
494,220
shares
|
$53.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
485,371
shares
|
$52.2 Million
3.05% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
483,951
shares
|
$52 Million
0.12% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
476,783
shares
|
$51.2 Million
5.15% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
475,148
shares
|
$51.1 Million
7.2% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
473,154
shares
|
$50.9 Million
0.03% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
467,240
shares
|
$50.2 Million
0.42% of portfolio
|
Q2 2025
Added 127.7%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
464,484
shares
|
$49.9 Million
12.1% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
463,983
shares
|
$49.9 Million
1.0% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
448,683
shares
|
$48.2 Million
12.99% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
444,939
shares
|
$47.8 Million
1.67% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
424,818
shares
|
$45.7 Million
6.96% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
419,328
shares
|
$45.1 Million
0.55% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
413,795
shares
|
$44.5 Million
6.41% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
410,427
shares
|
$44.1 Million
3.19% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
403,403
shares
|
$43.4 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
401,200
shares
|
$43.1 Million
8.59% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
399,379
shares
|
$42.9 Million
7.19% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
396,694
shares
|
$42.6 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
394,092
shares
|
$42.4 Million
6.62% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
392,550
shares
|
$42.2 Million
6.95% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
389,070
shares
|
$41.8 Million
7.23% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
388,422
shares
|
$41.7 Million
0.57% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
384,190
shares
|
$41.3 Million
0.08% of portfolio
|
Q3 2025
Added 227.33%
|