Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,286 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,212,962
shares
|
$120 Million
22.96% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,212,962
shares
|
$120 Million
23.62% of portfolio
|
Q4 2022
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
1,202,302
shares
|
$119 Million
4.36% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
1,195,346
shares
|
$119 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,188,453
shares
|
$118 Million
2.04% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,139,964
shares
|
$113 Million
7.49% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,103,542
shares
|
$110 Million
12.42% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
1,086,545
shares
|
$108 Million
5.21% of portfolio
|
Q2 2025
Added 92.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,073,142
shares
|
$107 Million
0.09% of portfolio
|
Q1 2025
Added 51.3%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,049,090
shares
|
$104 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,031,905
shares
|
$102 Million
11.3% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
989,939
shares
|
$98.3 Million
1.59% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,322
shares
|
$97.3 Million
7.82% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
959,536
shares
|
$95.3 Million
4.63% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$94.4 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$94.4 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
939,590
shares
|
$93.3 Million
0.94% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
920,034
shares
|
$91.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 31.47%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
855,779
shares
|
$85 Million
0.13% of portfolio
|
Q2 2025
Added 9685.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
851,088
shares
|
$84.5 Million
11.41% of portfolio
|
Q2 2025
Added 9486.48%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
847,823
shares
|
$84.2 Million
21.02% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
829,566
shares
|
$82.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
829,241
shares
|
$82.4 Million
3.04% of portfolio
|
Q2 2025
Reduced 71.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
828,628
shares
|
$82.3 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
818,956
shares
|
$81.3 Million
12.33% of portfolio
|
Q2 2025
Added 0.23%
|