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 |
|---|---|---|---|---|---|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Jul 08, 2025 Q2 2025 |
246,579
shares
|
$24.5 Million
11.58% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
245,689
shares
|
$24.4 Million
11.13% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
245,462
shares
|
$24.4 Million
13.74% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
244,412
shares
|
$24.3 Million
2.26% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
240,937
shares
|
$23.9 Million
41.99% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
238,491
shares
|
$23.7 Million
14.27% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
234,981
shares
|
$23.3 Million
0.51% of portfolio
|
Q2 2025
Added 33.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
234,862
shares
|
$23.3 Million
0.89% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
234,575
shares
|
$23.3 Million
2.32% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
234,498
shares
|
$23.3 Million
3.3% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
233,236
shares
|
$23.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
227,380
shares
|
$22.6 Million
0.41% of portfolio
|
Q2 2025
Reduced 67.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
227,081
shares
|
$22.6 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
|
$22.5 Million
0.59% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
226,129
shares
|
$22.5 Million
2.02% of portfolio
|
Q2 2025
Reduced 31.6%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
224,198
shares
|
$22.3 Million
1.82% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
224,036
shares
|
$22.3 Million
11.66% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
223,116
shares
|
$22.2 Million
0.31% of portfolio
|
Q3 2022
Reduced 55.74%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
222,618
shares
|
$22.1 Million
4.03% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
221,879
shares
|
$22 Million
14.18% of portfolio
|
Q2 2025
Added 82.01%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
221,450
shares
|
$22 Million
15.13% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
221,056
shares
|
$22 Million
1.13% of portfolio
|
Q1 2025
Added 36.55%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
219,123
shares
|
$21.8 Million
11.19% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
218,442
shares
|
$21.7 Million
2.83% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
217,807
shares
|
$21.6 Million
0.72% of portfolio
|
Q4 2022
New holding
|