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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
121,430
shares
|
$12.7 Million
4.36% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
119,783
shares
|
$12.6 Million
9.47% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
119,404
shares
|
$12.5 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
118,894
shares
|
$12.5 Million
2.88% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
118,449
shares
|
$12.4 Million
2.45% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
116,826
shares
|
$12.2 Million
0.27% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
116,182
shares
|
$12.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
115,548
shares
|
$12.1 Million
5.27% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
114,940
shares
|
$12 Million
0.55% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
114,862
shares
|
$12 Million
5.1% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
114,469
shares
|
$12 Million
0.83% of portfolio
|
Q3 2025
Reduced 75.89%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
113,852
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
113,482
shares
|
$11.9 Million
0.38% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
113,443
shares
|
$11.9 Million
2.01% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
113,201
shares
|
$11.9 Million
4.97% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
113,078
shares
|
$11.9 Million
0.97% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
112,924
shares
|
$11.8 Million
1.59% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
112,566
shares
|
$11.8 Million
7.17% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
111,770
shares
|
$11.7 Million
6.62% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
111,318
shares
|
$11.7 Million
3.1% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
110,728
shares
|
$11.6 Million
3.6% of portfolio
|
Q3 2025
Reduced 29.71%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
109,044
shares
|
$11.4 Million
9.28% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
108,638
shares
|
$11.4 Million
2.77% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
108,498
shares
|
$11.4 Million
5.35% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
107,810
shares
|
$11.3 Million
1.57% of portfolio
|
Q4 2025
Reduced 0.68%
|
|