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 |
|---|---|---|---|---|---|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,583
shares
|
$256,569
0.03% of portfolio
|
Q2 2025
Reduced 34.61%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
2,582
shares
|
$256,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
2,579
shares
|
$256,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
2,577
shares
|
$255,973
0.06% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
2,571
shares
|
$255,377
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,557
shares
|
$253,986
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,554
shares
|
$253,688
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,524
shares
|
$250,708
0.02% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
2,516
shares
|
$249,914
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,463
shares
|
$244,649
0.03% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,446
shares
|
$242,961
0.0% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,440
shares
|
$242,365
0.08% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,409
shares
|
$239,285
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,396
shares
|
$237,994
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,366
shares
|
$235,014
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,346
shares
|
$233,028
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
2,337
shares
|
$232,134
0.03% of portfolio
|
Q2 2025
Reduced 82.81%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
2,328
shares
|
$231,240
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,289
shares
|
$227,366
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,280
shares
|
$226,472
0.0% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,275
shares
|
$225,975
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
2,245
shares
|
$222,995
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
2,239
shares
|
$222,399
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,221
shares
|
$220,611
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
2,210
shares
|
$219,519
0.02% of portfolio
|
Q2 2025
New holding
|