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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,788
shares
|
$475,592
0.03% of portfolio
|
Q3 2024
Added 55.05%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
4,740
shares
|
$470,824
0.35% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,725
shares
|
$469,334
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,717
shares
|
$468,539
0.02% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
4,655
shares
|
$462,381
0.05% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
4,600
shares
|
$456,918
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,575
shares
|
$454,434
0.1% of portfolio
|
Q4 2022
Added 0.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,575
shares
|
$454,434
0.01% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
4,573
shares
|
$454,236
0.09% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
4,561
shares
|
$453,044
0.18% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
4,505
shares
|
$447,481
0.02% of portfolio
|
Q4 2023
Reduced 46.57%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,432
shares
|
$440,230
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
4,398
shares
|
$436,853
0.12% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
4,380
shares
|
$435,065
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,330
shares
|
$430,098
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,316
shares
|
$428,708
0.01% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
4,307
shares
|
$427,814
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,304
shares
|
$427,516
0.04% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,304
shares
|
$427,516
0.1% of portfolio
|
Q2 2025
Reduced 76.95%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,290
shares
|
$426,125
0.03% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,279
shares
|
$425,033
0.02% of portfolio
|
Q2 2025
Added 288.29%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,264
shares
|
$423,543
0.19% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
4,250
shares
|
$422,152
0.08% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
4,250
shares
|
$422,152
0.19% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
4,212
shares
|
$418,377
0.01% of portfolio
|
Q2 2025
Added 2.13%
|