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 |
|---|---|---|---|---|---|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
374,028
shares
|
$37.2 Million
20.55% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
371,449
shares
|
$36.9 Million
10.73% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
371,030
shares
|
$36.9 Million
0.32% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
365,662
shares
|
$36.3 Million
2.15% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
362,570
shares
|
$36 Million
1.56% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
361,339
shares
|
$35.9 Million
0.57% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
358,726
shares
|
$35.6 Million
2.82% of portfolio
|
Q2 2025
Reduced 40.02%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
356,247
shares
|
$35.4 Million
20.5% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
351,980
shares
|
$35 Million
7.86% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
351,671
shares
|
$34.9 Million
6.66% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
345,794
shares
|
$34.3 Million
1.15% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
345,589
shares
|
$34.3 Million
4.33% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
343,675
shares
|
$34.1 Million
0.7% of portfolio
|
Q2 2025
Added 50.47%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
338,467
shares
|
$33.6 Million
3.02% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
335,101
shares
|
$33.3 Million
3.31% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
334,266
shares
|
$33.2 Million
1.49% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
329,340
shares
|
$32.7 Million
15.84% of portfolio
|
Q3 2023
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
328,557
shares
|
$32.6 Million
17.34% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
328,076
shares
|
$32.6 Million
0.16% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
325,460
shares
|
$32.3 Million
0.44% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
320,284
shares
|
$31.8 Million
6.33% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
319,327
shares
|
$31.7 Million
3.86% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
317,740
shares
|
$31.6 Million
2.59% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
302,359
shares
|
$30 Million
9.84% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
301,648
shares
|
$30 Million
0.42% of portfolio
|
Q2 2024
Added 4.46%
|