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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
26,961
shares
|
$2.68 Million
0.55% of portfolio
|
Q2 2022
Reduced 1.81%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
26,857
shares
|
$2.67 Million
0.59% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
26,677
shares
|
$2.65 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
26,303
shares
|
$2.61 Million
0.4% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
26,159
shares
|
$2.6 Million
1.15% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
26,132
shares
|
$2.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
26,046
shares
|
$2.59 Million
0.03% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
26,027
shares
|
$2.59 Million
0.02% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
25,894
shares
|
$2.57 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
25,263
shares
|
$2.51 Million
0.88% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
25,061
shares
|
$2.49 Million
0.41% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
24,830
shares
|
$2.47 Million
1.41% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
24,434
shares
|
$2.43 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
24,413
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
24,347
shares
|
$2.42 Million
2.4% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
24,316
shares
|
$2.42 Million
0.07% of portfolio
|
Q2 2025
Added 29.49%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
24,143
shares
|
$2.4 Million
0.86% of portfolio
|
Q2 2025
Added 16.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
24,096
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2023
Added 4.08%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
24,046
shares
|
$2.39 Million
1.73% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
23,856
shares
|
$2.37 Million
0.83% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,850
shares
|
$2.37 Million
0.11% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
23,783
shares
|
$2.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
23,754
shares
|
$2.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
23,611
shares
|
$2.35 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
23,409
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 3.12%
|