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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
363,477
shares
|
$35.2 Million
0.51% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
362,570
shares
|
$35.2 Million
1.56% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
359,716
shares
|
$34.9 Million
2.1% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
352,199
shares
|
$34.2 Million
0.32% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
351,671
shares
|
$34.1 Million
6.66% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
345,794
shares
|
$33.5 Million
1.15% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
345,589
shares
|
$33.5 Million
4.33% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
343,675
shares
|
$33.3 Million
0.7% of portfolio
|
Q2 2025
Added 50.47%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
339,486
shares
|
$32.9 Million
18.59% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
338,199
shares
|
$32.8 Million
7.32% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
337,910
shares
|
$32.8 Million
6.97% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
335,101
shares
|
$32.5 Million
3.31% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
333,401
shares
|
$32.3 Million
1.83% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
333,271
shares
|
$32.3 Million
1.34% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
330,597
shares
|
$32.1 Million
2.11% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
329,340
shares
|
$31.9 Million
15.84% of portfolio
|
Q3 2023
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
328,557
shares
|
$31.9 Million
17.34% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
328,216
shares
|
$31.8 Million
0.53% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
328,076
shares
|
$31.8 Million
0.16% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
320,284
shares
|
$31.1 Million
6.33% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
319,327
shares
|
$31 Million
3.86% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
316,116
shares
|
$30.7 Million
2.36% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
313,205
shares
|
$30.4 Million
2.41% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
313,152
shares
|
$30.4 Million
10.64% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
304,145
shares
|
$29.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 15.75%
|