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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
60,814
shares
|
$6.04 Million
0.73% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
60,625
shares
|
$6.02 Million
4.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
60,535
shares
|
$6.01 Million
0.46% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
60,507
shares
|
$6.01 Million
0.23% of portfolio
|
Q2 2025
Added 29.48%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
60,250
shares
|
$5.98 Million
4.08% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
60,065
shares
|
$5.97 Million
0.36% of portfolio
|
Q2 2025
Reduced 26.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
59,581
shares
|
$5.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
59,340
shares
|
$5.89 Million
1.02% of portfolio
|
Q2 2025
Reduced 30.33%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
57,854
shares
|
$5.75 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
57,135
shares
|
$5.68 Million
1.14% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
57,003
shares
|
$5.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
56,380
shares
|
$5.6 Million
1.54% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
55,712
shares
|
$5.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
55,569
shares
|
$5.52 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
55,291
shares
|
$5.49 Million
1.64% of portfolio
|
Q2 2025
Reduced 28.96%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
55,274
shares
|
$5.49 Million
2.57% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Jul 17, 2025 Q2 2025 |
55,214
shares
|
$5.48 Million
2.52% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
55,029
shares
|
$5.47 Million
2.65% of portfolio
|
Q2 2025
Added 1697.16%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
55,028
shares
|
$5.47 Million
0.25% of portfolio
|
Q4 2022
Added 421.35%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
54,670
shares
|
$5.43 Million
1.33% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
53,913
shares
|
$5.36 Million
0.63% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
53,789
shares
|
$5.34 Million
2.48% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
53,616
shares
|
$5.33 Million
0.97% of portfolio
|
Q2 2025
Added 107.7%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
53,429
shares
|
$5.31 Million
1.91% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
53,278
shares
|
$5.29 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.1%
|