Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,281 institutions that hold shares in the stock, with a total of 315 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
36,070,856
shares
|
$3.58 Billion
1.18% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
19,696,376
shares
|
$1.96 Billion
3.4% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
11,348,851
shares
|
$1.13 Billion
5.37% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,227,943
shares
|
$1.02 Billion
0.3% of portfolio
|
Q2 2025
Added 77.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,732,829
shares
|
$867 Million
0.2% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,662,540
shares
|
$761 Million
0.05% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,920,770
shares
|
$588 Million
4.75% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,444,280
shares
|
$541 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,609,555
shares
|
$458 Million
9.39% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,592,176
shares
|
$456 Million
6.19% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,366,773
shares
|
$434 Million
3.39% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,209,404
shares
|
$418 Million
3.76% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,895,752
shares
|
$387 Million
9.46% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,838,600
shares
|
$381 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,713,702
shares
|
$369 Million
0.12% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,626,169
shares
|
$360 Million
10.17% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,381,658
shares
|
$336 Million
10.14% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,356,869
shares
|
$333 Million
0.05% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 11, 2025 Q2 2025 |
3,236,291
shares
|
$321 Million
1.57% of portfolio
|
Q2 2025
Added 2711.75%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
3,095,856
shares
|
$308 Million
5.03% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,912,507
shares
|
$289 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,717,937
shares
|
$270 Million
2.21% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,702,340
shares
|
$268 Million
0.46% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,660,996
shares
|
$264 Million
0.89% of portfolio
|
Q2 2025
Added 20.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$263 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|