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 |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
6,141
shares
|
$643,638
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,948
shares
|
$623,409
0.0% of portfolio
|
Q3 2025
Reduced 26.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
5,901
shares
|
$618,483
0.19% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
5,889
shares
|
$617,226
0.35% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
5,874
shares
|
$615,653
0.49% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,833
shares
|
$611,356
0.11% of portfolio
|
Q3 2023
Added 2.48%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
5,811
shares
|
$609,050
0.22% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
5,780
shares
|
$605,801
0.1% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
5,773
shares
|
$605,068
0.43% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
5,730
shares
|
$600,561
0.31% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,720
shares
|
$599,513
0.04% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
5,712
shares
|
$598,674
0.01% of portfolio
|
Q3 2025
Added 89.96%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,698
shares
|
$597,207
0.09% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,637
shares
|
$590,813
0.27% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,636
shares
|
$590,709
0.04% of portfolio
|
Q2 2024
Added 160.56%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
5,627
shares
|
$589,765
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
5,625
shares
|
$589,556
0.27% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
5,600
shares
|
$586,936
0.04% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
5,594
shares
|
$586,307
0.04% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
5,587
shares
|
$585,573
0.5% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,558
shares
|
$582,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
5,555
shares
|
$582,219
0.24% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,544
shares
|
$581,066
0.02% of portfolio
|
Q3 2025
Added 167.18%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
5,535
shares
|
$580,123
0.19% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
5,534
shares
|
$580,018
0.03% of portfolio
|
Q3 2025
New holding
|
|