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 |
|---|---|---|---|---|---|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
82,390
shares
|
$8.18 Million
4.99% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
81,406
shares
|
$8.09 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
81,206
shares
|
$8.07 Million
3.75% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
80,757
shares
|
$8.02 Million
1.96% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
80,480
shares
|
$7.99 Million
0.47% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
78,441
shares
|
$7.79 Million
1.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
77,944
shares
|
$7.74 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
77,223
shares
|
$7.67 Million
0.95% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
77,056
shares
|
$7.65 Million
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
76,864
shares
|
$7.63 Million
0.58% of portfolio
|
Q2 2025
Added 58.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
75,740
shares
|
$7.52 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
75,517
shares
|
$7.5 Million
2.57% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
75,208
shares
|
$7.47 Million
0.55% of portfolio
|
Q4 2023
Added 7.77%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
74,994
shares
|
$7.45 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
74,537
shares
|
$7.4 Million
0.6% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
74,399
shares
|
$7.39 Million
2.51% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
73,943
shares
|
$7.34 Million
7.55% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
73,873
shares
|
$7.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
73,437
shares
|
$7.29 Million
0.39% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
73,332
shares
|
$7.28 Million
0.03% of portfolio
|
Q2 2025
Added 14.31%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
72,512
shares
|
$7.2 Million
0.12% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
72,418
shares
|
$7.19 Million
0.14% of portfolio
|
Q2 2025
Added 28.19%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
71,883
shares
|
$7.14 Million
1.86% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
71,777
shares
|
$7.13 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
71,551
shares
|
$7.11 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.6%
|