Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,230 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
256,087
shares
|
$23.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Apr 11, 2025 Q1 2025 |
251,781
shares
|
$23.5 Million
10.67% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
245,681
shares
|
$22.9 Million
12.23% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
244,466
shares
|
$22.8 Million
9.79% of portfolio
|
Q1 2025
Added 104.58%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
242,477
shares
|
$22.6 Million
3.09% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
241,618
shares
|
$22.5 Million
9.35% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
238,751
shares
|
$22.3 Million
2.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
238,491
shares
|
$22.2 Million
14.27% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
228,400
shares
|
$21.3 Million
0.44% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
227,948
shares
|
$21.2 Million
8.09% of portfolio
|
Q1 2025
Added 66.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
227,081
shares
|
$21.2 Million
0.13% of portfolio
|
Q4 2024
Added 25.76%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
226,544
shares
|
$21.1 Million
0.59% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
224,828
shares
|
$21 Million
3.05% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
224,521
shares
|
$20.9 Million
15.48% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
223,116
shares
|
$20.8 Million
0.31% of portfolio
|
Q3 2022
Reduced 55.74%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
221,450
shares
|
$20.6 Million
15.13% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
221,056
shares
|
$20.6 Million
1.13% of portfolio
|
Q1 2025
Added 36.55%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
220,641
shares
|
$20.6 Million
0.7% of portfolio
|
Q1 2025
Added 58.15%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
219,664
shares
|
$20.5 Million
10.73% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
218,442
shares
|
$20.4 Million
2.83% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$20.3 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
209,883
shares
|
$19.6 Million
10.12% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
208,579
shares
|
$19.4 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
208,532
shares
|
$19.4 Million
11.4% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$19.2 Million
0.17% of portfolio
|
Q2 2022
New holding
|