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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
17,904
shares
|
$1.78 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
17,855
shares
|
$1.77 Million
0.13% of portfolio
|
Q2 2025
Added 68.55%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
17,854
shares
|
$1.77 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
17,829
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
17,714
shares
|
$1.76 Million
1.43% of portfolio
|
Q2 2025
Reduced 44.76%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
17,708
shares
|
$1.76 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,562
shares
|
$1.74 Million
0.19% of portfolio
|
Q3 2023
Reduced 0.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
17,394
shares
|
$1.73 Million
0.03% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
17,305
shares
|
$1.72 Million
1.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,126
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2023
Added 21.1%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
17,024
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
17,019
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
16,972
shares
|
$1.69 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
16,837
shares
|
$1.67 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
16,796
shares
|
$1.67 Million
0.31% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
16,748
shares
|
$1.66 Million
0.33% of portfolio
|
Q2 2025
Reduced 35.51%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
16,733
shares
|
$1.66 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
16,621
shares
|
$1.65 Million
0.44% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
16,551
shares
|
$1.64 Million
0.43% of portfolio
|
Q2 2025
Reduced 30.03%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
16,496
shares
|
$1.64 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,341
shares
|
$1.62 Million
0.03% of portfolio
|
Q4 2023
Added 26.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
16,311
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
16,235
shares
|
$1.61 Million
0.65% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
16,194
shares
|
$1.61 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
15,985
shares
|
$1.59 Million
0.22% of portfolio
|
Q2 2025
Reduced 16.78%
|