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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
258,161
shares
|
$25 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
256,087
shares
|
$24.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
246,579
shares
|
$23.9 Million
11.58% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
245,681
shares
|
$23.8 Million
12.23% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
242,477
shares
|
$23.5 Million
3.09% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
241,618
shares
|
$23.4 Million
9.35% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
240,937
shares
|
$23.4 Million
41.99% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
238,751
shares
|
$23.2 Million
2.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
238,491
shares
|
$23.1 Million
14.27% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
234,575
shares
|
$22.7 Million
2.32% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
233,236
shares
|
$22.6 Million
0.3% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
227,081
shares
|
$22 Million
0.13% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
226,544
shares
|
$22 Million
0.59% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
224,828
shares
|
$21.8 Million
3.05% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
224,198
shares
|
$21.7 Million
1.82% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
223,116
shares
|
$21.6 Million
0.31% of portfolio
|
Q3 2022
Reduced 55.74%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
221,879
shares
|
$21.5 Million
14.18% of portfolio
|
Q2 2025
Added 82.01%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
221,450
shares
|
$21.5 Million
15.13% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
221,056
shares
|
$21.4 Million
1.13% of portfolio
|
Q1 2025
Added 36.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
220,641
shares
|
$21.4 Million
0.7% of portfolio
|
Q1 2025
Added 58.15%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
219,664
shares
|
$21.3 Million
10.73% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
218,442
shares
|
$21.2 Million
2.83% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$21.1 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
209,883
shares
|
$20.4 Million
10.12% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
208,969
shares
|
$20.3 Million
13.02% of portfolio
|
Q2 2025
Added 0.21%
|