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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
107,405
shares
|
$11.3 Million
2.0% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
107,240
shares
|
$11.2 Million
7.15% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
106,778
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
105,767
shares
|
$11.1 Million
8.44% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
105,326
shares
|
$11 Million
4.2% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
104,080
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
103,891
shares
|
$10.9 Million
1.55% of portfolio
|
Q3 2025
Added 340.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
103,280
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
102,925
shares
|
$10.8 Million
1.16% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
102,350
shares
|
$10.7 Million
4.6% of portfolio
|
Q4 2025
Reduced 19.37%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
102,330
shares
|
$10.7 Million
3.78% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
102,270
shares
|
$10.7 Million
0.94% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
102,157
shares
|
$10.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
102,017
shares
|
$10.7 Million
2.45% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
101,110
shares
|
$10.6 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
100,379
shares
|
$10.5 Million
4.8% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
99,920
shares
|
$10.5 Million
2.5% of portfolio
|
Q3 2025
Added 11.84%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
98,230
shares
|
$10.3 Million
5.92% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
97,401
shares
|
$10.2 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
97,336
shares
|
$10.2 Million
1.41% of portfolio
|
Q3 2025
Added 133.9%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
96,475
shares
|
$10.1 Million
5.26% of portfolio
|
Q3 2025
Reduced 25.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
94,153
shares
|
$9.87 Million
0.05% of portfolio
|
Q3 2025
Reduced 36.83%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
93,790
shares
|
$9.83 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
93,449
shares
|
$9.79 Million
5.14% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
93,149
shares
|
$9.76 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.53%
|
|