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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
36,446
shares
|
$3.62 Million
0.51% of portfolio
|
Q2 2025
Reduced 37.13%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
36,258
shares
|
$3.6 Million
0.3% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
36,154
shares
|
$3.59 Million
1.28% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
35,631
shares
|
$3.54 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,596
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2025
Added 51.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
35,497
shares
|
$3.53 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
35,441
shares
|
$3.52 Million
0.15% of portfolio
|
Q2 2025
Added 88.2%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
35,210
shares
|
$3.5 Million
1.05% of portfolio
|
Q2 2025
Added 150.28%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
35,081
shares
|
$3.48 Million
0.32% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
33,931
shares
|
$3.37 Million
2.39% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
33,914
shares
|
$3.37 Million
1.57% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,881
shares
|
$3.37 Million
0.02% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
33,333
shares
|
$3.31 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
33,210
shares
|
$3.3 Million
0.23% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
33,042
shares
|
$3.28 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
32,820
shares
|
$3.26 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
32,813
shares
|
$3.26 Million
0.22% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
32,778
shares
|
$3.26 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
32,583
shares
|
$3.24 Million
0.63% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
32,297
shares
|
$3.21 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
31,813
shares
|
$3.16 Million
2.47% of portfolio
|
Q2 2025
Added 104.45%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
31,788
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
31,692
shares
|
$3.15 Million
4.23% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
31,686
shares
|
$3.15 Million
3.65% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
31,320
shares
|
$3.11 Million
0.46% of portfolio
|
Q2 2025
New holding
|