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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
494,335
shares
|
$49.1 Million
4.63% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
487,533
shares
|
$48.4 Million
5.12% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
485,371
shares
|
$48.2 Million
3.05% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
475,148
shares
|
$47.2 Million
7.2% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
474,848
shares
|
$47.2 Million
2.44% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
467,458
shares
|
$46.4 Million
12.38% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
464,484
shares
|
$46.1 Million
12.1% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
463,983
shares
|
$46.1 Million
1.0% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
444,939
shares
|
$44.2 Million
1.67% of portfolio
|
Q2 2022
Reduced 11.86%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
434,380
shares
|
$43.1 Million
6.6% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
425,227
shares
|
$42.2 Million
13.14% of portfolio
|
Q2 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
424,818
shares
|
$42.2 Million
6.96% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
414,289
shares
|
$41.2 Million
0.03% of portfolio
|
Q2 2025
Added 136.34%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
403,939
shares
|
$40.1 Million
7.41% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
403,403
shares
|
$40.1 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
399,967
shares
|
$39.7 Million
3.86% of portfolio
|
Q1 2025
Added 976.89%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
399,379
shares
|
$39.7 Million
7.19% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
396,694
shares
|
$39.4 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
395,169
shares
|
$39.3 Million
8.23% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
392,599
shares
|
$39 Million
20.0% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
389,070
shares
|
$38.6 Million
7.23% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
376,788
shares
|
$37.4 Million
2.9% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
375,568
shares
|
$37.3 Million
6.2% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
375,373
shares
|
$37.3 Million
0.54% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
374,688
shares
|
$37.2 Million
12.32% of portfolio
|
Q2 2025
Reduced 48.19%
|