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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
19,719
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
19,683
shares
|
$1.96 Million
1.43% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
19,602
shares
|
$1.95 Million
0.2% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
19,472
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Added 20.85%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
19,380
shares
|
$1.93 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
19,180
shares
|
$1.91 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
19,174
shares
|
$1.9 Million
1.21% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
19,065
shares
|
$1.89 Million
0.15% of portfolio
|
Q2 2025
Added 162.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
19,028
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
19,018
shares
|
$1.89 Million
0.27% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
18,951
shares
|
$1.88 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
18,914
shares
|
$1.88 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
18,853
shares
|
$1.87 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
18,815
shares
|
$1.87 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
18,753
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2022
Reduced 4.49%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
18,672
shares
|
$1.85 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
18,492
shares
|
$1.84 Million
0.74% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
18,253
shares
|
$1.81 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
18,200
shares
|
$1.81 Million
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
18,192
shares
|
$1.81 Million
0.1% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
18,046
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
17,999
shares
|
$1.79 Million
0.44% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
17,969
shares
|
$1.78 Million
0.56% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
17,951
shares
|
$1.78 Million
0.45% of portfolio
|
Q2 2025
Added 32.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,937
shares
|
$1.78 Million
0.04% of portfolio
|
Q4 2023
New holding
|