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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,716
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,709
shares
|
$1.06 Million
0.25% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
10,670
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,628
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,566
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
10,529
shares
|
$1.05 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
10,468
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,400
shares
|
$1.03 Million
0.54% of portfolio
|
Q1 2023
Reduced 2.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,372
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
10,319
shares
|
$1.02 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
10,220
shares
|
$1.02 Million
0.5% of portfolio
|
Q4 2022
Added 23.24%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
10,166
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2025
Reduced 22.77%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
10,162
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
10,158
shares
|
$1.01 Million
0.82% of portfolio
|
Q3 2022
Reduced 0.29%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
9,999
shares
|
$993,200
0.04% of portfolio
|
Q2 2025
Added 49.71%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
9,975
shares
|
$990,816
0.34% of portfolio
|
Q2 2025
Reduced 26.96%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,972
shares
|
$990,518
0.01% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
9,874
shares
|
$980,784
0.07% of portfolio
|
Q2 2025
Reduced 26.02%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
9,864
shares
|
$979,791
0.16% of portfolio
|
Q4 2023
Reduced 2.01%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
9,815
shares
|
$974,923
0.35% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
9,811
shares
|
$974,526
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
9,748
shares
|
$968,268
0.29% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
9,695
shares
|
$963,004
0.07% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
9,670
shares
|
$960,521
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
9,607
shares
|
$954,263
0.06% of portfolio
|
Q2 2025
Reduced 5.76%
|