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 |
|---|---|---|---|---|---|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,200
shares
|
$417,186
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
4,191
shares
|
$416,292
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,190
shares
|
$416,192
0.02% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
4,170
shares
|
$414,206
0.11% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,169
shares
|
$414,106
0.06% of portfolio
|
Q2 2025
Added 39.99%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
4,061
shares
|
$403,379
0.15% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,061
shares
|
$403,379
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
4,058
shares
|
$403,081
0.75% of portfolio
|
Q2 2025
Reduced 83.97%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
4,030
shares
|
$400,299
0.02% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
4,000
shares
|
$397,320
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
3,978
shares
|
$395,134
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
3,946
shares
|
$391,956
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
3,935
shares
|
$390,863
0.23% of portfolio
|
Q2 2025
Reduced 25.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,925
shares
|
$389,870
0.01% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,915
shares
|
$388,876
0.14% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
3,890
shares
|
$386,393
0.15% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,886
shares
|
$385,996
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
3,883
shares
|
$385,698
0.11% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
3,869
shares
|
$384,307
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
3,868
shares
|
$384,208
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,859
shares
|
$383,314
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,820
shares
|
$379,440
0.08% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,809
shares
|
$378,347
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
3,794
shares
|
$376,858
0.1% of portfolio
|
Q2 2025
Reduced 33.66%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
3,775
shares
|
$374,970
0.34% of portfolio
|
Q2 2025
Reduced 0.5%
|