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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
71,260
shares
|
$7.08 Million
0.09% of portfolio
|
Q2 2025
Added 837.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
70,551
shares
|
$7.01 Million
0.66% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
70,315
shares
|
$6.98 Million
3.0% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
70,304
shares
|
$6.98 Million
2.03% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
70,089
shares
|
$6.96 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
70,000
shares
|
$6.95 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
69,860
shares
|
$6.94 Million
0.32% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
69,483
shares
|
$6.9 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
69,265
shares
|
$6.88 Million
2.41% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,139
shares
|
$6.87 Million
0.06% of portfolio
|
Q1 2025
Reduced 95.23%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,915
shares
|
$6.85 Million
0.34% of portfolio
|
Q4 2022
Added 14.2%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
68,913
shares
|
$6.85 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
68,610
shares
|
$6.82 Million
3.47% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
68,250
shares
|
$6.78 Million
0.14% of portfolio
|
Q2 2025
Added 113.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
68,158
shares
|
$6.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
67,871
shares
|
$6.74 Million
1.17% of portfolio
|
Q2 2025
Reduced 26.06%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
66,394
shares
|
$6.59 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
65,525
shares
|
$6.51 Million
0.21% of portfolio
|
Q2 2025
Added 343.07%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
64,049
shares
|
$6.36 Million
0.53% of portfolio
|
Q2 2025
Added 13.45%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
63,937
shares
|
$6.35 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
63,860
shares
|
$6.34 Million
3.06% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
63,160
shares
|
$6.27 Million
3.48% of portfolio
|
Q2 2025
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
61,551
shares
|
$6.11 Million
6.09% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
61,457
shares
|
$6.1 Million
4.23% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
60,998
shares
|
$6.06 Million
0.02% of portfolio
|
Q2 2025
Added 7.71%
|