Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,286 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
775,808
shares
|
$77.1 Million
0.78% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
754,366
shares
|
$74.9 Million
0.88% of portfolio
|
Q1 2025
Added 61.11%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
735,165
shares
|
$73 Million
0.06% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
733,854
shares
|
$72.9 Million
0.61% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
723,607
shares
|
$71.9 Million
5.51% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,405
shares
|
$71.2 Million
0.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
716,008
shares
|
$71.1 Million
3.78% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
673,214
shares
|
$66.9 Million
22.54% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
671,985
shares
|
$66.7 Million
15.06% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
671,758
shares
|
$66.7 Million
0.11% of portfolio
|
Q3 2023
Added 9.08%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
671,263
shares
|
$66.7 Million
13.97% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
660,474
shares
|
$65.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
649,822
shares
|
$64.5 Million
7.43% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
624,856
shares
|
$62.1 Million
11.36% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
592,524
shares
|
$58.9 Million
0.15% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
591,043
shares
|
$58.7 Million
10.57% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
571,961
shares
|
$56.8 Million
25.9% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
571,779
shares
|
$56.8 Million
5.18% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
565,876
shares
|
$56.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
562,712
shares
|
$55.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
543,666
shares
|
$54 Million
1.43% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
538,146
shares
|
$53.5 Million
3.28% of portfolio
|
Q1 2025
Added 25.3%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
536,744
shares
|
$53.3 Million
5.17% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
525,301
shares
|
$52.2 Million
0.6% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
495,785
shares
|
$49.2 Million
2.91% of portfolio
|
Q2 2025
Added 7.06%
|