Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,306 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
91,697
shares
|
$9.11 Million
0.48% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
90,313
shares
|
$8.97 Million
0.86% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
89,341
shares
|
$8.87 Million
2.16% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
88,631
shares
|
$8.8 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
88,400
shares
|
$8.78 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
87,445
shares
|
$8.69 Million
5.02% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
87,383
shares
|
$8.68 Million
1.55% of portfolio
|
Q2 2025
Added 24.99%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
87,224
shares
|
$8.66 Million
1.43% of portfolio
|
Q2 2025
Added 43.64%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
87,060
shares
|
$8.65 Million
2.54% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
86,949
shares
|
$8.64 Million
4.5% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
86,541
shares
|
$8.6 Million
1.45% of portfolio
|
Q2 2025
Added 20.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
86,104
shares
|
$8.55 Million
0.04% of portfolio
|
Q2 2025
Added 437.51%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
85,878
shares
|
$8.53 Million
0.82% of portfolio
|
Q2 2025
Added 67.6%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
85,067
shares
|
$8.45 Million
7.18% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
84,900
shares
|
$8.43 Million
3.21% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
84,565
shares
|
$8.4 Million
0.32% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
84,115
shares
|
$8.36 Million
3.15% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
83,466
shares
|
$8.29 Million
1.63% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
83,405
shares
|
$8.28 Million
5.68% of portfolio
|
Q2 2025
Added 197.46%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
82,939
shares
|
$8.24 Million
3.64% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,896
shares
|
$8.23 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
82,544
shares
|
$8.2 Million
6.32% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
82,477
shares
|
$8.19 Million
5.39% of portfolio
|
Q2 2025
Added 2.97%
|