Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,391 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
242
shares
|
$25,364
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
239
shares
|
$25,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
238
shares
|
$24,944
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
234
shares
|
$24,525
0.0% of portfolio
|
Q2 2024
Added 568.57%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
230
shares
|
$24,106
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
225
shares
|
$23,582
0.0% of portfolio
|
Q4 2024
Reduced 25.99%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
223
shares
|
$23,372
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
212
shares
|
$22,219
0.01% of portfolio
|
Q1 2025
Reduced 54.99%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
207
shares
|
$21,695
0.07% of portfolio
|
Q3 2025
Reduced 97.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
194
shares
|
$20,333
0.0% of portfolio
|
Q4 2023
Added 212.9%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
188
shares
|
$19,704
0.0% of portfolio
|
Q3 2025
Reduced 88.86%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
174
shares
|
$18,236
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
165
shares
|
$17,293
0.0% of portfolio
|
Q3 2022
Reduced 32.65%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
165
shares
|
$17,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
158
shares
|
$16,559
0.01% of portfolio
|
Q3 2023
Reduced 4.82%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
138
shares
|
$14,463
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
138
shares
|
$14,463
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
136
shares
|
$14,254
0.0% of portfolio
|
Q2 2025
Reduced 52.94%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
121
shares
|
$12,682
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
116
shares
|
$12,157
0.0% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
113
shares
|
$11,843
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
110
shares
|
$11,529
0.0% of portfolio
|
Q3 2025
Reduced 89.29%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
108
shares
|
$11,319
0.01% of portfolio
|
Q3 2025
Added 58.82%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
106
shares
|
$11,109
0.0% of portfolio
|
Q3 2024
Added 307.69%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
105
shares
|
$11,005
0.0% of portfolio
|
Q3 2025
Reduced 17.32%
|
|