Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,370 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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
375,373
shares
|
$39.5 Million
0.54% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
374,028
shares
|
$39.4 Million
20.55% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
373,074
shares
|
$39.3 Million
3.99% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
371,030
shares
|
$39 Million
0.32% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
369,186
shares
|
$38.8 Million
10.64% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
368,769
shares
|
$38.8 Million
21.06% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
367,992
shares
|
$38.7 Million
2.13% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
362,570
shares
|
$38.2 Million
1.56% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
358,726
shares
|
$37.7 Million
2.82% of portfolio
|
Q2 2025
Reduced 40.02%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
346,517
shares
|
$36.5 Million
6.26% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
343,675
shares
|
$36.2 Million
0.7% of portfolio
|
Q2 2025
Added 50.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
338,792
shares
|
$35.7 Million
4.35% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
338,467
shares
|
$35.6 Million
3.02% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
337,284
shares
|
$35.5 Million
7.75% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
335,101
shares
|
$35.3 Million
3.31% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
334,266
shares
|
$35.2 Million
1.49% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
329,340
shares
|
$34.7 Million
15.84% of portfolio
|
Q3 2023
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
327,197
shares
|
$34.4 Million
11.04% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
324,684
shares
|
$34.2 Million
4.16% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
321,743
shares
|
$33.9 Million
12.2% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
321,485
shares
|
$33.8 Million
16.97% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
320,526
shares
|
$33.7 Million
13.4% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
320,284
shares
|
$33.7 Million
6.33% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
319,383
shares
|
$33.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
319,327
shares
|
$33.6 Million
3.86% of portfolio
|
Q3 2024
Added 4.47%
|