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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,505
shares
|
$472,169
0.02% of portfolio
|
Q4 2023
Reduced 46.57%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,498
shares
|
$471,435
0.0% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
4,468
shares
|
$468,291
0.08% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
4,438
shares
|
$465,146
0.14% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,337
shares
|
$454,560
0.19% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,330
shares
|
$453,827
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
4,306
shares
|
$451,311
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
4,248
shares
|
$445,232
0.3% of portfolio
|
Q3 2025
Reduced 20.66%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
4,225
shares
|
$442,822
0.19% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
4,206
shares
|
$440,830
0.04% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
4,200
shares
|
$440,202
0.25% of portfolio
|
Q2 2023
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
4,171
shares
|
$437,162
0.22% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
4,157
shares
|
$435,695
0.14% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
4,147
shares
|
$434,647
0.37% of portfolio
|
Q3 2025
Added 37.14%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,140
shares
|
$433,913
0.04% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,113
shares
|
$431,083
0.0% of portfolio
|
Q3 2025
Added 30.03%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,104
shares
|
$430,140
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
4,069
shares
|
$426,471
0.11% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,064
shares
|
$425,947
0.05% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
4,061
shares
|
$425,633
0.16% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,061
shares
|
$425,633
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
4,030
shares
|
$422,384
0.02% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,026
shares
|
$421,965
0.02% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,005
shares
|
$419,764
0.15% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
4,001
shares
|
$419,344
0.4% of portfolio
|
Q3 2025
Added 0.58%
|
|