Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,388 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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
1,223,743
shares
|
$128 Million
2.21% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,212,962
shares
|
$127 Million
22.96% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
1,212,962
shares
|
$127 Million
23.62% of portfolio
|
Q4 2022
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
1,174,652
shares
|
$123 Million
4.34% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,101,125
shares
|
$115 Million
9.64% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,055,479
shares
|
$111 Million
0.1% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,046,805
shares
|
$110 Million
11.05% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,020,620
shares
|
$107 Million
0.31% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,016,284
shares
|
$107 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
987,850
shares
|
$104 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
982,199
shares
|
$103 Million
11.55% of portfolio
|
Q4 2025
Reduced 4.82%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
979,578
shares
|
$103 Million
1.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
979,322
shares
|
$103 Million
7.82% of portfolio
|
Q3 2022
Added 17.67%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$99.6 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
949,896
shares
|
$99.6 Million
5.45% of portfolio
|
Q2 2023
Added 23.98%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
917,608
shares
|
$96.2 Million
4.52% of portfolio
|
Q2 2024
Reduced 35.34%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
903,546
shares
|
$94.7 Million
0.91% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
875,270
shares
|
$91.7 Million
13.29% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
871,941
shares
|
$91.4 Million
6.67% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
866,834
shares
|
$90.9 Million
21.82% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
830,316
shares
|
$87 Million
12.42% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
825,616
shares
|
$86.5 Million
0.14% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
814,248
shares
|
$85.3 Million
0.88% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
807,463
shares
|
$84.6 Million
17.04% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
799,994
shares
|
$83.8 Million
8.89% of portfolio
|
Q3 2025
Reduced 26.37%
|
|