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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
31,288
shares
|
$3.11 Million
0.0% of portfolio
|
Q2 2025
Added 132.45%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
31,154
shares
|
$3.09 Million
2.41% of portfolio
|
Q4 2024
Added 47829.23%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
30,783
shares
|
$3.06 Million
2.0% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
30,480
shares
|
$3.03 Million
1.43% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
30,312
shares
|
$3.01 Million
2.11% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
29,995
shares
|
$2.98 Million
1.97% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
29,810
shares
|
$2.96 Million
0.66% of portfolio
|
Q2 2025
Reduced 65.09%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
29,687
shares
|
$2.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
29,673
shares
|
$2.95 Million
1.84% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
29,409
shares
|
$2.92 Million
1.55% of portfolio
|
Q2 2025
Added 31.11%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
29,220
shares
|
$2.9 Million
1.3% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
29,142
shares
|
$2.89 Million
2.01% of portfolio
|
Q2 2025
Reduced 46.2%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
29,031
shares
|
$2.88 Million
0.99% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
29,019
shares
|
$2.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
29,000
shares
|
$2.88 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
28,974
shares
|
$2.88 Million
1.38% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
28,460
shares
|
$2.83 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
28,274
shares
|
$2.81 Million
0.09% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
28,185
shares
|
$2.8 Million
0.64% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,161
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
27,955
shares
|
$2.78 Million
3.24% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,746
shares
|
$2.76 Million
2.32% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
27,428
shares
|
$2.72 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
27,275
shares
|
$2.71 Million
0.19% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
27,164
shares
|
$2.7 Million
0.07% of portfolio
|
Q2 2025
New holding
|