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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
300,388
shares
|
$29.8 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
294,812
shares
|
$29.3 Million
8.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
292,109
shares
|
$29 Million
13.15% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
289,695
shares
|
$28.8 Million
0.56% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
288,916
shares
|
$28.7 Million
1.12% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
288,552
shares
|
$28.7 Million
0.13% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
287,164
shares
|
$28.5 Million
11.68% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
284,256
shares
|
$28.2 Million
0.52% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
277,995
shares
|
$27.6 Million
0.78% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
277,740
shares
|
$27.6 Million
0.09% of portfolio
|
Q2 2025
Added 1018.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
276,954
shares
|
$27.5 Million
0.73% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
275,488
shares
|
$27.4 Million
6.45% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
274,823
shares
|
$27.3 Million
3.14% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
274,452
shares
|
$27.3 Million
4.02% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
273,205
shares
|
$27.1 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
272,594
shares
|
$27.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 18.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
272,450
shares
|
$27.1 Million
3.57% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
271,686
shares
|
$27 Million
3.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
269,450
shares
|
$26.8 Million
0.03% of portfolio
|
Q1 2025
Added 109432.52%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
267,349
shares
|
$26.6 Million
1.98% of portfolio
|
Q2 2025
Added 93.73%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
265,168
shares
|
$26.3 Million
2.35% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
264,362
shares
|
$26.3 Million
9.84% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
261,300
shares
|
$26 Million
0.05% of portfolio
|
Q1 2025
Added 27.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
256,087
shares
|
$25.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
251,650
shares
|
$25 Million
10.73% of portfolio
|
Q2 2025
Added 4.15%
|