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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
106,359
shares
|
$10.6 Million
0.98% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
104,714
shares
|
$10.4 Million
5.91% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
104,580
shares
|
$10.4 Million
0.85% of portfolio
|
Q2 2025
Reduced 70.93%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
103,271
shares
|
$10.3 Million
5.18% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
102,713
shares
|
$10.2 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
102,676
shares
|
$10.2 Million
0.23% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
102,336
shares
|
$10.2 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
101,413
shares
|
$10.1 Million
1.13% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
100,840
shares
|
$10 Million
5.79% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
100,324
shares
|
$9.97 Million
5.4% of portfolio
|
Q2 2025
Reduced 50.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
100,136
shares
|
$9.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
99,853
shares
|
$9.92 Million
3.9% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
99,762
shares
|
$9.91 Million
2.29% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
99,284
shares
|
$9.86 Million
5.16% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
97,537
shares
|
$9.69 Million
0.01% of portfolio
|
Q2 2025
Added 94.95%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
97,468
shares
|
$9.68 Million
7.46% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
97,401
shares
|
$9.67 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
97,221
shares
|
$9.66 Million
1.94% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
95,956
shares
|
$9.53 Million
1.72% of portfolio
|
Q2 2025
Added 2423.83%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
95,571
shares
|
$9.49 Million
1.9% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
93,718
shares
|
$9.31 Million
7.4% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
93,449
shares
|
$9.28 Million
5.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
93,034
shares
|
$9.24 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
92,449
shares
|
$9.18 Million
3.75% of portfolio
|
Q2 2025
Added 121.68%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
91,980
shares
|
$9.14 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.27%
|