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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
70,892
shares
|
$7.43 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
70,874
shares
|
$7.43 Million
1.94% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
70,239
shares
|
$7.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
70,089
shares
|
$7.35 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
70,000
shares
|
$7.34 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
69,989
shares
|
$7.34 Million
4.56% of portfolio
|
Q3 2025
Reduced 30.24%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
69,860
shares
|
$7.32 Million
0.32% of portfolio
|
Q3 2024
Added 68.48%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
69,723
shares
|
$7.31 Million
2.31% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
69,139
shares
|
$7.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 95.23%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
69,058
shares
|
$7.24 Million
1.98% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
68,915
shares
|
$7.22 Million
1.02% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
68,915
shares
|
$7.22 Million
0.34% of portfolio
|
Q4 2022
Added 14.2%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
68,887
shares
|
$7.22 Million
1.14% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
68,652
shares
|
$7.2 Million
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
68,646
shares
|
$7.19 Million
2.95% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
68,478
shares
|
$7.18 Million
2.46% of portfolio
|
Q4 2025
Reduced 9.3%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
68,415
shares
|
$7.17 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
66,773
shares
|
$7 Million
2.87% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
66,493
shares
|
$6.97 Million
0.23% of portfolio
|
Q4 2025
Reduced 5.09%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
66,275
shares
|
$6.95 Million
2.71% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
66,102
shares
|
$6.93 Million
0.3% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
66,075
shares
|
$6.93 Million
0.0% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
65,761
shares
|
$6.89 Million
1.66% of portfolio
|
Q4 2025
Added 13.92%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
63,165
shares
|
$6.62 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
63,136
shares
|
$6.62 Million
5.23% of portfolio
|
Q3 2025
Added 4.79%
|
|