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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
23,240
shares
|
$2.31 Million
0.25% of portfolio
|
Q1 2023
Reduced 6.14%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
23,218
shares
|
$2.31 Million
0.57% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
23,207
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
22,991
shares
|
$2.28 Million
0.05% of portfolio
|
Q2 2025
Added 67.51%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
22,961
shares
|
$2.28 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
22,890
shares
|
$2.27 Million
0.31% of portfolio
|
Q2 2025
Added 59.63%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
22,832
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
22,772
shares
|
$2.26 Million
1.1% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
22,565
shares
|
$2.24 Million
1.04% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
22,408
shares
|
$2.23 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
22,183
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
22,114
shares
|
$2.2 Million
1.36% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
21,785
shares
|
$2.16 Million
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
21,764
shares
|
$2.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
21,399
shares
|
$2.13 Million
1.74% of portfolio
|
Q2 2025
Reduced 22.98%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
21,175
shares
|
$2.1 Million
0.81% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
21,061
shares
|
$2.09 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
20,959
shares
|
$2.08 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
20,915
shares
|
$2.08 Million
0.46% of portfolio
|
Q2 2025
Added 633.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,735
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
20,582
shares
|
$2.04 Million
0.5% of portfolio
|
Q2 2025
Reduced 93.91%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
20,398
shares
|
$2.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
20,334
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2025
Added 302.02%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
20,121
shares
|
$2 Million
14.61% of portfolio
|
Q4 2022
Reduced 89.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
20,025
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2024
New holding
|