Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,299 institutions that hold shares in the stock, with a total of 314 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
168,757
shares
|
$16.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
167,790
shares
|
$16.7 Million
5.51% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
167,565
shares
|
$16.6 Million
6.67% of portfolio
|
Q2 2025
Reduced 26.49%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
167,331
shares
|
$16.6 Million
0.81% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
165,223
shares
|
$16.4 Million
3.57% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
164,597
shares
|
$16.3 Million
0.92% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
161,099
shares
|
$16 Million
0.05% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
159,329
shares
|
$15.8 Million
0.96% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
159,160
shares
|
$15.8 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
158,500
shares
|
$15.7 Million
6.94% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
157,950
shares
|
$15.7 Million
2.96% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
157,522
shares
|
$15.6 Million
3.71% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
157,049
shares
|
$15.6 Million
3.13% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
153,984
shares
|
$15.3 Million
4.39% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
153,677
shares
|
$15.3 Million
5.09% of portfolio
|
Q2 2025
Added 20.64%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
152,547
shares
|
$15.2 Million
2.67% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
152,537
shares
|
$15.2 Million
0.48% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
152,317
shares
|
$15.1 Million
0.94% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
152,311
shares
|
$15.1 Million
1.37% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
152,287
shares
|
$15.1 Million
5.27% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
151,763
shares
|
$15.1 Million
0.89% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
151,573
shares
|
$15.1 Million
1.04% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
151,004
shares
|
$15 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
149,058
shares
|
$14.8 Million
0.08% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
147,760
shares
|
$14.7 Million
0.69% of portfolio
|
Q2 2025
Reduced 68.46%
|