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 |
|---|---|---|---|---|---|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
37,594
shares
|
$3.94 Million
3.1% of portfolio
|
Q2 2025
Reduced 57.45%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
37,380
shares
|
$3.92 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
37,164
shares
|
$3.9 Million
1.62% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
36,458
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
36,230
shares
|
$3.8 Million
0.46% of portfolio
|
Q3 2025
Added 126.65%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
36,147
shares
|
$3.79 Million
0.25% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
35,810
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
35,797
shares
|
$3.75 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
35,497
shares
|
$3.72 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
35,456
shares
|
$3.72 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.07%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
35,173
shares
|
$3.69 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
35,132
shares
|
$3.68 Million
2.31% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
35,068
shares
|
$3.68 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
34,835
shares
|
$3.65 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,881
shares
|
$3.55 Million
0.02% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
33,725
shares
|
$3.53 Million
0.3% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
33,617
shares
|
$3.52 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
33,467
shares
|
$3.51 Million
1.32% of portfolio
|
Q4 2025
New holding
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
33,333
shares
|
$3.49 Million
2.63% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
33,236
shares
|
$3.48 Million
0.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
32,954
shares
|
$3.45 Million
0.95% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
32,881
shares
|
$3.45 Million
2.15% of portfolio
|
Q3 2025
Reduced 24.56%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
32,517
shares
|
$3.41 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,297
shares
|
$3.39 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
32,241
shares
|
$3.38 Million
0.08% of portfolio
|
Q3 2025
Added 1.43%
|
|