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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
92,696
shares
|
$9.72 Million
0.04% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
91,941
shares
|
$9.64 Million
3.81% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
90,908
shares
|
$9.53 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
90,815
shares
|
$9.52 Million
3.5% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
90,683
shares
|
$9.5 Million
7.51% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
90,221
shares
|
$9.46 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
90,197
shares
|
$9.45 Million
2.98% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
90,074
shares
|
$9.44 Million
1.37% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
89,099
shares
|
$9.34 Million
5.86% of portfolio
|
Q4 2025
Added 8.46%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
88,072
shares
|
$9.23 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
87,370
shares
|
$9.16 Million
4.86% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
87,354
shares
|
$9.16 Million
4.42% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
86,389
shares
|
$9.05 Million
5.74% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
86,085
shares
|
$9.02 Million
0.84% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
85,609
shares
|
$8.97 Million
0.51% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
85,388
shares
|
$8.95 Million
3.17% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
84,411
shares
|
$8.85 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
84,396
shares
|
$8.85 Million
1.26% of portfolio
|
Q4 2025
Reduced 15.08%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
83,970
shares
|
$8.8 Million
6.79% of portfolio
|
Q3 2025
Added 57.37%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
83,420
shares
|
$8.74 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
83,170
shares
|
$8.72 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,896
shares
|
$8.69 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
82,444
shares
|
$8.64 Million
3.85% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
82,268
shares
|
$8.62 Million
0.75% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
81,877
shares
|
$8.58 Million
2.65% of portfolio
|
Q3 2025
Reduced 5.95%
|
|