Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,357 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $33.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
256,087
shares
|
$26.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
255,612
shares
|
$26.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
248,075
shares
|
$25.7 Million
10.24% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
246,579
shares
|
$25.6 Million
11.58% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
245,462
shares
|
$25.5 Million
13.74% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
243,173
shares
|
$25.2 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
240,937
shares
|
$25 Million
41.99% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
237,673
shares
|
$24.6 Million
1.44% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
236,796
shares
|
$24.6 Million
15.15% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
234,981
shares
|
$24.4 Million
0.51% of portfolio
|
Q2 2025
Added 33.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
234,862
shares
|
$24.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
234,575
shares
|
$24.3 Million
2.32% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
234,498
shares
|
$24.3 Million
3.3% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
234,077
shares
|
$24.3 Million
10.55% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
233,236
shares
|
$24.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
227,687
shares
|
$23.6 Million
1.86% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
227,380
shares
|
$23.6 Million
0.41% of portfolio
|
Q2 2025
Reduced 67.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
227,081
shares
|
$23.6 Million
0.13% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
223,125
shares
|
$23.1 Million
12.61% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
223,116
shares
|
$23.1 Million
0.31% of portfolio
|
Q3 2022
Reduced 55.74%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
222,618
shares
|
$23.1 Million
4.03% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
222,448
shares
|
$23.1 Million
11.74% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
221,649
shares
|
$23 Million
0.85% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
221,450
shares
|
$23 Million
15.13% of portfolio
|
Q1 2025
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
219,521
shares
|
$22.8 Million
14.69% of portfolio
|
Q3 2025
Reduced 1.06%
|