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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
18,712
shares
|
$1.96 Million
0.51% of portfolio
|
Q4 2025
Reduced 1.65%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
18,672
shares
|
$1.96 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
18,664
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
18,625
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
18,614
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Added 18.83%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
18,567
shares
|
$1.95 Million
0.35% of portfolio
|
Q3 2025
Added 429.43%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
18,566
shares
|
$1.95 Million
0.48% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
18,540
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
18,510
shares
|
$1.94 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
18,359
shares
|
$1.92 Million
0.19% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
18,200
shares
|
$1.91 Million
0.49% of portfolio
|
Q1 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
18,047
shares
|
$1.89 Million
1.11% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,940
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.29%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
17,937
shares
|
$1.88 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
17,915
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
17,854
shares
|
$1.87 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
17,708
shares
|
$1.86 Million
1.41% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
17,634
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,562
shares
|
$1.84 Million
0.19% of portfolio
|
Q3 2023
Reduced 0.83%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
17,381
shares
|
$1.82 Million
0.69% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
17,282
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2025
Added 16.38%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
17,254
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
17,207
shares
|
$1.8 Million
0.28% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,126
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2023
Added 21.1%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
17,119
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 73.37%
|
|