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 |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
6,775
shares
|
$672,960
0.46% of portfolio
|
Q2 2025
Added 34.45%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
6,742
shares
|
$669,682
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,659
shares
|
$661,438
0.22% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,637
shares
|
$659,253
0.14% of portfolio
|
Q2 2025
Added 501.72%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
6,626
shares
|
$658,160
1.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,600
shares
|
$655,578
0.08% of portfolio
|
Q1 2021
Reduced 10.81%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
6,558
shares
|
$651,406
0.01% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
6,535
shares
|
$649,121
0.14% of portfolio
|
Q1 2025
Reduced 23.75%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
6,525
shares
|
$648,128
0.7% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
6,519
shares
|
$647,532
0.3% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,517
shares
|
$647,333
0.29% of portfolio
|
Q2 2025
Added 33.41%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
6,502
shares
|
$645,843
0.28% of portfolio
|
Q1 2025
Added 58.55%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
6,430
shares
|
$638,691
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,370
shares
|
$632,732
0.05% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
6,293
shares
|
$625,083
0.08% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
6,277
shares
|
$623,494
0.51% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
6,239
shares
|
$619,719
0.06% of portfolio
|
Q2 2025
Added 28.32%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,150
shares
|
$610,879
0.07% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
6,143
shares
|
$610,184
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
6,119
shares
|
$607,800
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,075
shares
|
$603,429
0.04% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
6,072
shares
|
$603,131
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
6,003
shares
|
$596,277
0.0% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
5,979
shares
|
$593,894
0.47% of portfolio
|
Q2 2025
Reduced 46.91%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
5,976
shares
|
$593,596
0.11% of portfolio
|
Q2 2025
Reduced 0.33%
|