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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
146,038
shares
|
$14.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
145,979
shares
|
$14.5 Million
0.73% of portfolio
|
Q2 2025
Added 56.27%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
145,595
shares
|
$14.5 Million
5.96% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
142,226
shares
|
$14.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 35.54%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
140,197
shares
|
$13.9 Million
2.88% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
140,074
shares
|
$13.9 Million
10.19% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
139,279
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2025
Added 26.41%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
133,280
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
132,899
shares
|
$13.2 Million
1.06% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
132,820
shares
|
$13.2 Million
3.28% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
130,922
shares
|
$13 Million
1.86% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
130,922
shares
|
$13 Million
1.88% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
130,302
shares
|
$12.9 Million
0.39% of portfolio
|
Q4 2024
Added 261.69%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
130,245
shares
|
$12.9 Million
0.18% of portfolio
|
Q2 2025
Added 69.35%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
130,127
shares
|
$12.9 Million
2.27% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
129,319
shares
|
$12.8 Million
7.26% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
129,102
shares
|
$12.8 Million
5.33% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
128,986
shares
|
$12.8 Million
10.06% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
127,207
shares
|
$12.6 Million
0.25% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
125,512
shares
|
$12.5 Million
0.07% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
124,173
shares
|
$12.3 Million
6.04% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
124,160
shares
|
$12.3 Million
0.92% of portfolio
|
Q2 2025
Added 93.85%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
124,068
shares
|
$12.3 Million
4.09% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
123,141
shares
|
$12.2 Million
1.49% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
120,044
shares
|
$11.9 Million
4.45% of portfolio
|
Q2 2025
Added 2.1%
|