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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,219
shares
|
$232,573
0.04% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,212
shares
|
$231,839
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
2,210
shares
|
$231,630
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
2,209
shares
|
$231,525
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
2,209
shares
|
$231,525
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
2,203
shares
|
$230,896
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,202
shares
|
$230,791
0.09% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
2,186
shares
|
$229,114
0.16% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
2,178
shares
|
$228,276
0.02% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,177
shares
|
$228,171
0.09% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
2,157
shares
|
$226,075
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,150
shares
|
$225,341
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
2,117
shares
|
$221,882
0.07% of portfolio
|
Q2 2025
Reduced 33.82%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
2,113
shares
|
$221,463
0.04% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,105
shares
|
$220,625
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
2,091
shares
|
$219,157
0.07% of portfolio
|
Q4 2025
Added 4.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,059
shares
|
$215,803
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,056
shares
|
$215,489
0.05% of portfolio
|
Q4 2025
Added 2184.44%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$214,860
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
2,044
shares
|
$214,231
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
2,030
shares
|
$212,764
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,023
shares
|
$212,030
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,021
shares
|
$211,821
0.0% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,009
shares
|
$210,563
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
2,006
shares
|
$210,248
0.01% of portfolio
|
Q3 2025
New holding
|
|