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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
2,006
shares
|
$210,248
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,001
shares
|
$209,724
0.0% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,000
shares
|
$209,620
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,997
shares
|
$209,305
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,988
shares
|
$208,362
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
1,976
shares
|
$207,104
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,970
shares
|
$206,475
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
1,957
shares
|
$205,113
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
1,952
shares
|
$204,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,950
shares
|
$204,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,950
shares
|
$204,379
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
1,949
shares
|
$204,274
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,948
shares
|
$204,169
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,947
shares
|
$204,065
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
1,943
shares
|
$203,645
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,931
shares
|
$202,388
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
1,930
shares
|
$202,283
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
1,914
shares
|
$200,606
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,877
shares
|
$196,728
0.0% of portfolio
|
Q3 2025
Added 50.64%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
1,815
shares
|
$190,230
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,780
shares
|
$186,561
0.05% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,703
shares
|
$178,491
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,687
shares
|
$176,814
0.04% of portfolio
|
Q3 2025
Reduced 13.88%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,659
shares
|
$173,879
0.01% of portfolio
|
Q2 2025
Added 35.32%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
1,651
shares
|
$173,041
0.03% of portfolio
|
Q2 2025
New holding
|
|