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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$109,263
0.03% of portfolio
|
Q2 2022
Reduced 5.82%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,094
shares
|
$108,667
0.06% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,078
shares
|
$107,077
0.04% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,035
shares
|
$102,806
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,027
shares
|
$102,011
0.05% of portfolio
|
Q2 2025
Added 65.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,017
shares
|
$101,018
0.02% of portfolio
|
Q2 2025
Reduced 79.24%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,000
shares
|
$99,330
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
982
shares
|
$97,542
0.03% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
973
shares
|
$96,648
0.06% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
967
shares
|
$96,052
0.0% of portfolio
|
Q2 2025
Added 98.56%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
944
shares
|
$93,767
0.0% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
943
shares
|
$93,668
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
935
shares
|
$92,873
0.03% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
934
shares
|
$92,774
0.03% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
918
shares
|
$91,184
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
913
shares
|
$90,688
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
886
shares
|
$88,006
0.01% of portfolio
|
Q2 2025
Added 386.81%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
878
shares
|
$87,211
0.02% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
864
shares
|
$85,821
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
863
shares
|
$85,721
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
835
shares
|
$82,940
0.03% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
831
shares
|
$82,543
0.02% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
772
shares
|
$76,682
0.03% of portfolio
|
Q4 2024
Reduced 29.95%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
750
shares
|
$74,497
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
735
shares
|
$73,007
0.0% of portfolio
|
Q1 2025
Reduced 73.81%
|