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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
309,567
shares
|
$31.9 Million
0.72% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
305,181
shares
|
$31.4 Million
3.08% of portfolio
|
Q2 2025
Added 70.08%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
302,628
shares
|
$31.2 Million
2.52% of portfolio
|
Q2 2025
Reduced 90.65%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
302,359
shares
|
$31.2 Million
9.84% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
301,648
shares
|
$31.1 Million
0.42% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
300,388
shares
|
$31 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
294,338
shares
|
$30.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
292,109
shares
|
$30.1 Million
13.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
288,916
shares
|
$29.8 Million
1.12% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
285,224
shares
|
$29.4 Million
2.76% of portfolio
|
Q2 2025
Reduced 93.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
284,256
shares
|
$29.3 Million
0.52% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
277,740
shares
|
$28.6 Million
0.09% of portfolio
|
Q2 2025
Added 1018.12%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
275,488
shares
|
$28.4 Million
6.45% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
274,452
shares
|
$28.3 Million
4.02% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
273,205
shares
|
$28.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
272,594
shares
|
$28.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
272,450
shares
|
$28.1 Million
3.57% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
271,686
shares
|
$28 Million
3.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
271,232
shares
|
$27.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
269,637
shares
|
$27.8 Million
3.28% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
267,349
shares
|
$27.5 Million
1.98% of portfolio
|
Q2 2025
Added 93.73%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
265,168
shares
|
$27.3 Million
2.35% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
264,533
shares
|
$27.3 Million
1.01% of portfolio
|
Q2 2025
Added 19.67%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
264,362
shares
|
$27.2 Million
9.84% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
256,087
shares
|
$26.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|