Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,391 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
179,674
shares
|
$18.8 Million
0.69% of portfolio
|
Q3 2025
Added 18.39%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
179,580
shares
|
$18.8 Million
2.24% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
176,495
shares
|
$18.5 Million
4.17% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
175,294
shares
|
$18.4 Million
5.41% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
173,919
shares
|
$18.2 Million
1.03% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
169,170
shares
|
$17.7 Million
1.28% of portfolio
|
Q4 2023
Added 4.55%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
168,169
shares
|
$17.6 Million
0.82% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
168,004
shares
|
$17.6 Million
6.84% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
165,761
shares
|
$17.4 Million
5.81% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
165,447
shares
|
$17.3 Million
0.23% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
161,410
shares
|
$16.9 Million
5.48% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
160,508
shares
|
$16.8 Million
5.58% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
159,939
shares
|
$16.8 Million
3.21% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
158,500
shares
|
$16.6 Million
6.94% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
158,337
shares
|
$16.6 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
157,950
shares
|
$16.6 Million
2.96% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
157,829
shares
|
$16.5 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
157,186
shares
|
$16.5 Million
0.79% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
157,002
shares
|
$16.5 Million
1.1% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
154,689
shares
|
$16.2 Million
7.84% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
154,201
shares
|
$16.2 Million
3.37% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
154,154
shares
|
$16.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
152,437
shares
|
$16 Million
2.52% of portfolio
|
Q4 2025
Added 43.22%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
151,103
shares
|
$15.8 Million
3.12% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
150,216
shares
|
$15.7 Million
4.87% of portfolio
|
Q3 2025
Reduced 2.25%
|
|