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 320 Million shares, which have been reported (via 13F filing form) to have a value of $31.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
5,354
shares
|
$531,812
0.38% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
5,348
shares
|
$531,216
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Equius Partners, Inc.
|
Jan 27, 2023 Q4 2022 |
5,340
shares
|
$530,422
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
5,332
shares
|
$529,627
0.08% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,287
shares
|
$525,157
0.0% of portfolio
|
Q2 2024
Added 30.25%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
5,285
shares
|
$524,959
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
5,242
shares
|
$520,687
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
5,231
shares
|
$519,595
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,216
shares
|
$518,105
0.19% of portfolio
|
Q1 2024
Reduced 5.59%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
5,209
shares
|
$517,409
0.12% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
5,140
shares
|
$510,556
0.1% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,118
shares
|
$508,370
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
5,082
shares
|
$504,795
0.05% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
4,920
shares
|
$488,703
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,915
shares
|
$488,206
0.01% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,914
shares
|
$488,107
0.02% of portfolio
|
Q2 2022
Reduced 2.85%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
4,910
shares
|
$487,710
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,871
shares
|
$483,836
0.03% of portfolio
|
Q2 2025
Added 29.96%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
4,842
shares
|
$480,955
0.05% of portfolio
|
Q1 2024
Reduced 20.84%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,835
shares
|
$480,260
0.06% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,832
shares
|
$479,962
0.14% of portfolio
|
Q3 2024
Added 344.12%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,829
shares
|
$479,664
0.05% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
4,821
shares
|
$478,869
0.02% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,820
shares
|
$478,770
0.03% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,800
shares
|
$476,784
0.01% of portfolio
|
Q2 2020
New holding
|