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 |
|---|---|---|---|---|---|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
219,314
shares
|
$22.7 Million
10.85% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$22.6 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
212,144
shares
|
$22 Million
2.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
210,279
shares
|
$21.8 Million
2.86% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
208,623
shares
|
$21.6 Million
0.48% of portfolio
|
Q2 2025
Reduced 25.49%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$21.4 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$21.2 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
204,355
shares
|
$21.2 Million
12.8% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
203,294
shares
|
$21.1 Million
0.07% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
203,249
shares
|
$21.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
202,481
shares
|
$21 Million
11.47% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
202,043
shares
|
$21 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
201,456
shares
|
$20.9 Million
2.84% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
200,719
shares
|
$20.8 Million
3.99% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
199,485
shares
|
$20.7 Million
8.98% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
199,058
shares
|
$20.6 Million
0.89% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
197,600
shares
|
$20.5 Million
9.52% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
192,880
shares
|
$20 Million
6.68% of portfolio
|
Q2 2025
Added 2642.89%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
192,279
shares
|
$19.9 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
190,798
shares
|
$19.8 Million
5.08% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
189,168
shares
|
$19.6 Million
3.45% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
186,601
shares
|
$19.4 Million
9.84% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
183,508
shares
|
$19 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
179,826
shares
|
$18.6 Million
4.6% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
179,674
shares
|
$18.6 Million
0.69% of portfolio
|
Q3 2025
Added 18.39%
|