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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
119,634
shares
|
$11.9 Million
9.37% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
118,372
shares
|
$11.8 Million
9.93% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
118,188
shares
|
$11.7 Million
5.14% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
118,054
shares
|
$11.7 Million
3.84% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
117,370
shares
|
$11.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 77.87%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
117,292
shares
|
$11.7 Million
5.12% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
117,151
shares
|
$11.6 Million
2.27% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
116,693
shares
|
$11.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
116,665
shares
|
$11.6 Million
0.86% of portfolio
|
Q2 2025
Added 57.84%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
116,603
shares
|
$11.6 Million
1.63% of portfolio
|
Q2 2025
Added 53.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
116,354
shares
|
$11.6 Million
0.97% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
115,737
shares
|
$11.5 Million
0.31% of portfolio
|
Q2 2025
Added 33.06%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
115,694
shares
|
$11.5 Million
7.0% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
112,762
shares
|
$11.2 Million
5.47% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
112,156
shares
|
$11.1 Million
0.55% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
112,016
shares
|
$11.1 Million
4.81% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
111,746
shares
|
$11.1 Million
2.7% of portfolio
|
Q2 2025
Added 494.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
110,780
shares
|
$11 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
110,591
shares
|
$11 Million
3.02% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
109,489
shares
|
$10.9 Million
1.81% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
108,452
shares
|
$10.8 Million
0.35% of portfolio
|
Q2 2025
Added 110.72%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
107,889
shares
|
$10.7 Million
1.03% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
107,506
shares
|
$10.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 30.66%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
107,255
shares
|
$10.7 Million
2.2% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
106,436
shares
|
$10.6 Million
2.17% of portfolio
|
Q2 2025
Added 60.21%
|