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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
216,341
shares
|
$21.5 Million
11.48% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
208,969
shares
|
$20.8 Million
13.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
208,623
shares
|
$20.7 Million
0.48% of portfolio
|
Q2 2025
Reduced 25.49%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$20.5 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
204,926
shares
|
$20.4 Million
1.88% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$20.3 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
203,294
shares
|
$20.2 Million
0.07% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
202,481
shares
|
$20.1 Million
11.47% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
201,456
shares
|
$20 Million
2.84% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
199,485
shares
|
$19.8 Million
8.98% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
197,613
shares
|
$19.6 Million
3.66% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
197,600
shares
|
$19.6 Million
9.52% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
197,256
shares
|
$19.6 Million
0.85% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
194,156
shares
|
$19.3 Million
3.33% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
193,132
shares
|
$19.2 Million
3.73% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
190,798
shares
|
$19 Million
5.08% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
186,601
shares
|
$18.5 Million
9.84% of portfolio
|
Q2 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
179,826
shares
|
$17.9 Million
4.6% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
179,503
shares
|
$17.8 Million
0.72% of portfolio
|
Q2 2025
Added 3257.08%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
179,433
shares
|
$17.8 Million
1.56% of portfolio
|
Q1 2025
Reduced 43.67%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
178,622
shares
|
$17.7 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
177,961
shares
|
$17.7 Million
8.8% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
177,169
shares
|
$17.6 Million
0.45% of portfolio
|
Q1 2025
Reduced 59.77%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
173,478
shares
|
$17.2 Million
2.21% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$16.8 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|