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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$20 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
204,926
shares
|
$19.9 Million
1.88% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$19.8 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
203,294
shares
|
$19.7 Million
0.07% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
199,503
shares
|
$19.3 Million
8.6% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
199,485
shares
|
$19.3 Million
8.98% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
197,600
shares
|
$19.2 Million
9.52% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
197,274
shares
|
$19.1 Million
4.58% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
196,363
shares
|
$19 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
196,195
shares
|
$19 Million
3.94% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
195,052
shares
|
$18.9 Million
9.38% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
194,156
shares
|
$18.8 Million
3.33% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
193,132
shares
|
$18.7 Million
3.73% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
191,106
shares
|
$18.5 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
190,185
shares
|
$18.4 Million
2.49% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
179,924
shares
|
$17.4 Million
5.49% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
179,826
shares
|
$17.4 Million
4.6% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
179,433
shares
|
$17.4 Million
1.56% of portfolio
|
Q1 2025
Reduced 43.67%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
178,622
shares
|
$17.3 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
177,169
shares
|
$17.2 Million
0.45% of portfolio
|
Q1 2025
Reduced 59.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
176,338
shares
|
$17.1 Million
0.4% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
175,297
shares
|
$17 Million
0.01% of portfolio
|
Q1 2025
Added 49.21%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
170,783
shares
|
$16.6 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$16.4 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|