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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
81,587
shares
|
$8.55 Million
0.73% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
80,826
shares
|
$8.47 Million
1.34% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
80,395
shares
|
$8.43 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
80,064
shares
|
$8.39 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
79,713
shares
|
$8.35 Million
3.65% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
79,290
shares
|
$8.31 Million
0.6% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
79,137
shares
|
$8.29 Million
0.51% of portfolio
|
Q3 2025
Added 23.56%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
78,051
shares
|
$8.18 Million
3.07% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
77,611
shares
|
$8.13 Million
0.41% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
76,908
shares
|
$8.06 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
76,063
shares
|
$7.97 Million
0.97% of portfolio
|
Q4 2025
Reduced 4.86%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
75,208
shares
|
$7.88 Million
0.55% of portfolio
|
Q4 2023
Added 7.77%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
74,994
shares
|
$7.86 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
74,877
shares
|
$7.85 Million
0.95% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
74,352
shares
|
$7.79 Million
5.38% of portfolio
|
Q3 2025
Reduced 68.6%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
73,882
shares
|
$7.74 Million
7.25% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
73,814
shares
|
$7.74 Million
0.68% of portfolio
|
Q3 2025
Reduced 30.6%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
73,806
shares
|
$7.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
73,082
shares
|
$7.66 Million
0.65% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
72,991
shares
|
$7.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
72,311
shares
|
$7.58 Million
0.18% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
71,965
shares
|
$7.54 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
71,883
shares
|
$7.53 Million
1.86% of portfolio
|
Q3 2023
Reduced 32.64%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
71,562
shares
|
$7.5 Million
0.83% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
71,065
shares
|
$7.45 Million
0.15% of portfolio
|
Q3 2025
Added 4.12%
|
|