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 |
|---|---|---|---|---|---|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
3,080
shares
|
$322,814
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
3,080
shares
|
$322,814
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
3,071
shares
|
$321,871
0.07% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
3,064
shares
|
$321,137
0.08% of portfolio
|
Q3 2025
Added 18.9%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
3,060
shares
|
$320,718
0.25% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,053
shares
|
$319,984
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,048
shares
|
$319,460
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
3,048
shares
|
$319,460
0.2% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,046
shares
|
$319,251
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
3,046
shares
|
$319,251
0.22% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
3,045
shares
|
$319,146
0.27% of portfolio
|
Q4 2025
Added 7.29%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,044
shares
|
$319,041
0.01% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
3,040
shares
|
$318,622
0.12% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,033
shares
|
$317,888
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,030
shares
|
$317,574
0.04% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
3,021
shares
|
$316,631
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
3,006
shares
|
$315,058
0.03% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
3,004
shares
|
$314,849
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,003
shares
|
$314,744
0.26% of portfolio
|
Q3 2022
Added 32.52%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
2,998
shares
|
$314,220
0.03% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
2,992
shares
|
$313,591
0.22% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
2,987
shares
|
$313,067
0.0% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,980
shares
|
$312,333
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,973
shares
|
$311,600
0.01% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,968
shares
|
$311,076
0.09% of portfolio
|
Q3 2025
Reduced 0.77%
|
|