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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
52,956
shares
|
$5.55 Million
2.31% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
52,321
shares
|
$5.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
52,236
shares
|
$5.47 Million
1.87% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
52,166
shares
|
$5.47 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
51,988
shares
|
$5.45 Million
3.71% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
51,410
shares
|
$5.39 Million
1.1% of portfolio
|
Q4 2025
Reduced 5.21%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
51,196
shares
|
$5.37 Million
4.51% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
50,791
shares
|
$5.32 Million
1.77% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
50,616
shares
|
$5.31 Million
2.66% of portfolio
|
Q4 2022
Reduced 16.12%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
50,002
shares
|
$5.24 Million
0.35% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
49,489
shares
|
$5.19 Million
4.26% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
49,374
shares
|
$5.17 Million
0.87% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
49,288
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
49,139
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
48,284
shares
|
$5.06 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
47,800
shares
|
$5.01 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
47,580
shares
|
$4.99 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
47,467
shares
|
$4.98 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
47,256
shares
|
$4.95 Million
1.7% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
47,014
shares
|
$4.93 Million
4.38% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
46,920
shares
|
$4.92 Million
1.67% of portfolio
|
Q3 2025
Added 22.87%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
46,657
shares
|
$4.89 Million
2.14% of portfolio
|
Q4 2025
Added 1.79%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
46,597
shares
|
$4.88 Million
1.4% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
46,492
shares
|
$4.87 Million
3.68% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
45,984
shares
|
$4.82 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.9%
|
|