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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
8,174
shares
|
$856,716
0.08% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
8,140
shares
|
$853,153
0.26% of portfolio
|
Q4 2025
Reduced 13.59%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
8,067
shares
|
$845,502
0.06% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,978
shares
|
$836,174
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,969
shares
|
$835,230
0.24% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,962
shares
|
$834,497
0.01% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
7,782
shares
|
$815,631
0.45% of portfolio
|
Q1 2021
Reduced 30.25%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
7,779
shares
|
$815,316
0.22% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
7,729
shares
|
$810,076
0.27% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,663
shares
|
$803,159
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
7,651
shares
|
$801,901
0.02% of portfolio
|
Q3 2025
Added 217.6%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
7,651
shares
|
$801,901
0.52% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
7,642
shares
|
$800,958
0.58% of portfolio
|
Q3 2022
Reduced 3.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,641
shares
|
$800,853
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,640
shares
|
$800,748
0.11% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
7,635
shares
|
$800,224
0.02% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
7,606
shares
|
$797,184
0.01% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
7,586
shares
|
$795,088
0.18% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
7,559
shares
|
$792,258
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
7,521
shares
|
$788,276
0.7% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
7,506
shares
|
$786,703
0.11% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,437
shares
|
$779,471
0.03% of portfolio
|
Q3 2022
Added 92.32%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
7,428
shares
|
$778,528
0.16% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
7,377
shares
|
$773,183
0.27% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,372
shares
|
$772,659
0.03% of portfolio
|
Q3 2025
New holding
|
|