Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,388 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
512,373
shares
|
$53.7 Million
4.66% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
504,155
shares
|
$52.8 Million
7.46% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
501,035
shares
|
$52.5 Million
3.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
494,220
shares
|
$51.8 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
489,110
shares
|
$51.3 Million
4.55% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
485,371
shares
|
$50.9 Million
3.05% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
483,951
shares
|
$50.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
477,030
shares
|
$50 Million
0.44% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
476,783
shares
|
$50 Million
5.15% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
473,154
shares
|
$49.6 Million
0.03% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
463,983
shares
|
$48.6 Million
1.0% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
448,683
shares
|
$47 Million
12.99% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
444,939
shares
|
$46.6 Million
1.67% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
419,328
shares
|
$43.9 Million
0.55% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
417,295
shares
|
$43.7 Million
2.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
413,795
shares
|
$43.4 Million
6.41% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
410,427
shares
|
$43 Million
3.19% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
401,200
shares
|
$42 Million
8.59% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
396,694
shares
|
$41.6 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
394,516
shares
|
$41.3 Million
8.46% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
392,550
shares
|
$41.1 Million
6.95% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
391,209
shares
|
$41 Million
12.27% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
389,108
shares
|
$40.8 Million
6.67% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
389,070
shares
|
$40.8 Million
7.23% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
388,422
shares
|
$40.7 Million
0.57% of portfolio
|
Q3 2025
Added 7.5%
|
|