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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
13,000
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2023
Reduced 37.52%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
12,983
shares
|
$1.36 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
12,828
shares
|
$1.34 Million
0.39% of portfolio
|
Q4 2025
Added 8.72%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
12,591
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
12,536
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
12,460
shares
|
$1.31 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,455
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
12,371
shares
|
$1.3 Million
0.33% of portfolio
|
Q1 2024
Added 0.96%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
12,313
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
12,277
shares
|
$1.29 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,221
shares
|
$1.28 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
12,213
shares
|
$1.28 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
12,209
shares
|
$1.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
12,198
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
12,145
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
12,122
shares
|
$1.27 Million
0.31% of portfolio
|
Q4 2023
Reduced 37.1%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
12,118
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
12,035
shares
|
$1.26 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,974
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
11,895
shares
|
$1.25 Million
0.95% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
11,829
shares
|
$1.24 Million
0.58% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
11,777
shares
|
$1.23 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
11,704
shares
|
$1.23 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
11,652
shares
|
$1.22 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
11,631
shares
|
$1.22 Million
0.39% of portfolio
|
Q3 2025
Added 448.63%
|
|