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 |
|---|---|---|---|---|---|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
21,633
shares
|
$2.27 Million
0.43% of portfolio
|
Q3 2025
Added 29.17%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
21,503
shares
|
$2.25 Million
0.32% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
21,056
shares
|
$2.21 Million
1.89% of portfolio
|
Q3 2025
Added 27.4%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
20,878
shares
|
$2.19 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
20,187
shares
|
$2.12 Million
0.73% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
20,121
shares
|
$2.11 Million
14.61% of portfolio
|
Q4 2022
Reduced 89.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
20,030
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
20,025
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
20,015
shares
|
$2.1 Million
1.62% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
19,888
shares
|
$2.08 Million
0.11% of portfolio
|
Q3 2025
Added 16.86%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
19,866
shares
|
$2.08 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
19,505
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
19,351
shares
|
$2.03 Million
1.23% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
19,285
shares
|
$2.02 Million
1.4% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
19,068
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
19,065
shares
|
$2 Million
0.16% of portfolio
|
Q2 2025
Added 162.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
18,914
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
18,854
shares
|
$1.98 Million
0.58% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
18,850
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Added 156.36%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
18,821
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 23.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
18,815
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
18,778
shares
|
$1.97 Million
0.44% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
18,754
shares
|
$1.97 Million
0.55% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
18,753
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2022
Reduced 4.49%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
18,750
shares
|
$1.97 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.55%
|
|