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 |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
45,938
shares
|
$4.81 Million
2.37% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
45,864
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
45,702
shares
|
$4.79 Million
2.0% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
45,629
shares
|
$4.78 Million
1.61% of portfolio
|
Q3 2025
Reduced 39.58%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
45,137
shares
|
$4.73 Million
0.52% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
45,066
shares
|
$4.72 Million
3.01% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
44,969
shares
|
$4.71 Million
1.68% of portfolio
|
Q3 2025
Added 1259.4%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
44,589
shares
|
$4.67 Million
0.11% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
44,532
shares
|
$4.67 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
44,428
shares
|
$4.66 Million
2.25% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
44,403
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
43,855
shares
|
$4.6 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
43,609
shares
|
$4.57 Million
0.07% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
43,604
shares
|
$4.57 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
43,544
shares
|
$4.56 Million
3.49% of portfolio
|
Q4 2025
Reduced 3.35%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
43,403
shares
|
$4.55 Million
1.3% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
43,382
shares
|
$4.55 Million
2.01% of portfolio
|
Q3 2025
Added 27.92%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
43,257
shares
|
$4.53 Million
1.3% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
43,060
shares
|
$4.51 Million
0.1% of portfolio
|
Q1 2023
Reduced 3.91%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
43,018
shares
|
$4.51 Million
0.53% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
42,886
shares
|
$4.49 Million
3.82% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
42,781
shares
|
$4.48 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
42,754
shares
|
$4.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
42,734
shares
|
$4.48 Million
0.4% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
42,634
shares
|
$4.47 Million
0.45% of portfolio
|
Q4 2025
Reduced 3.17%
|
|