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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
32,033
shares
|
$3.36 Million
0.69% of portfolio
|
Q4 2025
Added 15.07%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
31,586
shares
|
$3.31 Million
0.47% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
31,371
shares
|
$3.29 Million
0.64% of portfolio
|
Q3 2025
Added 1568450.0%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
31,349
shares
|
$3.29 Million
3.72% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
31,187
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
31,062
shares
|
$3.26 Million
1.29% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
30,940
shares
|
$3.24 Million
0.02% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
30,566
shares
|
$3.2 Million
1.98% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
30,557
shares
|
$3.2 Million
4.41% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
30,480
shares
|
$3.19 Million
1.42% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
30,413
shares
|
$3.19 Million
2.62% of portfolio
|
Q3 2025
Reduced 42.79%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
30,219
shares
|
$3.17 Million
0.08% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
29,995
shares
|
$3.14 Million
1.97% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
29,904
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
29,896
shares
|
$3.13 Million
0.28% of portfolio
|
Q3 2025
Added 58.06%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
29,402
shares
|
$3.08 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
29,217
shares
|
$3.06 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
29,203
shares
|
$3.06 Million
2.28% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
29,077
shares
|
$3.05 Million
0.37% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,073
shares
|
$3.05 Million
1.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
29,010
shares
|
$3.04 Million
0.58% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
28,989
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
28,812
shares
|
$3.02 Million
3.29% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
28,600
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.65%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
28,460
shares
|
$2.98 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.73%
|
|