Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,392 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
39,178,649
shares
|
$4.11 Billion
1.28% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
17,992,952
shares
|
$1.89 Billion
3.6% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
14,228,012
shares
|
$1.49 Billion
0.19% of portfolio
|
Q3 2025
Added 303.88%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
11,394,840
shares
|
$1.19 Billion
5.41% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,982,338
shares
|
$1.15 Billion
0.35% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
9,914,602
shares
|
$1.04 Billion
0.25% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,279,762
shares
|
$868 Million
0.05% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,510,197
shares
|
$578 Million
0.04% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,336,660
shares
|
$559 Million
5.72% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,242,970
shares
|
$550 Million
4.27% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,769,364
shares
|
$500 Million
3.43% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,645,016
shares
|
$487 Million
6.39% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
4,488,013
shares
|
$470 Million
3.99% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,248,155
shares
|
$445 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,970,236
shares
|
$416 Million
0.14% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
3,828,393
shares
|
$401 Million
9.64% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
3,673,763
shares
|
$385 Million
5.13% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,538,081
shares
|
$371 Million
10.45% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,528,500
shares
|
$370 Million
10.1% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,380,132
shares
|
$354 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
3,195,915
shares
|
$335 Million
0.41% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,010,419
shares
|
$316 Million
2.33% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,974,157
shares
|
$312 Million
0.06% of portfolio
|
Q3 2025
Added 19.59%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,774,152
shares
|
$291 Million
0.87% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,654,005
shares
|
$278 Million
0.05% of portfolio
|
Q2 2025
Added 31.77%
|
|