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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
53,164
shares
|
$5.28 Million
3.68% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
53,090
shares
|
$5.27 Million
0.15% of portfolio
|
Q2 2025
Added 64.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
52,479
shares
|
$5.21 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
52,163
shares
|
$5.18 Million
0.35% of portfolio
|
Q2 2025
Added 115.57%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
51,988
shares
|
$5.16 Million
3.52% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
51,862
shares
|
$5.15 Million
1.84% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
51,311
shares
|
$5.1 Million
1.82% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
50,616
shares
|
$5.03 Million
2.66% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
50,577
shares
|
$5.02 Million
0.59% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
50,297
shares
|
$5 Million
4.37% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
50,265
shares
|
$4.99 Million
2.59% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
50,171
shares
|
$4.98 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
49,410
shares
|
$4.91 Million
4.03% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
48,969
shares
|
$4.86 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
48,934
shares
|
$4.86 Million
0.78% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
48,630
shares
|
$4.83 Million
1.46% of portfolio
|
Q2 2025
Added 116.45%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
48,584
shares
|
$4.83 Million
0.35% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
48,480
shares
|
$4.82 Million
2.18% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
48,284
shares
|
$4.8 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
47,680
shares
|
$4.74 Million
0.04% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
47,481
shares
|
$4.72 Million
0.36% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
47,355
shares
|
$4.7 Million
0.47% of portfolio
|
Q2 2025
Added 437.76%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
46,787
shares
|
$4.65 Million
0.79% of portfolio
|
Q2 2025
Added 66.42%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
46,307
shares
|
$4.6 Million
0.3% of portfolio
|
Q1 2025
Added 32.79%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,690
shares
|
$4.54 Million
0.01% of portfolio
|
Q2 2025
Added 29.82%
|