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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
387,571
shares
|
$40.6 Million
0.57% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
384,190
shares
|
$40.3 Million
0.08% of portfolio
|
Q3 2025
Added 227.33%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
373,074
shares
|
$39.1 Million
3.99% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
369,859
shares
|
$38.8 Million
20.9% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
369,186
shares
|
$38.7 Million
10.64% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
368,769
shares
|
$38.7 Million
21.06% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
367,992
shares
|
$38.6 Million
2.13% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
362,570
shares
|
$38 Million
1.56% of portfolio
|
Q3 2022
Added 6.34%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
358,711
shares
|
$37.6 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
345,191
shares
|
$36.2 Million
2.98% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
341,218
shares
|
$35.8 Million
5.99% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
337,284
shares
|
$35.4 Million
7.75% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
335,101
shares
|
$35.1 Million
3.31% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
334,266
shares
|
$35 Million
1.49% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
333,874
shares
|
$35 Million
3.78% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
333,846
shares
|
$35 Million
4.17% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
330,509
shares
|
$34.6 Million
0.77% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
329,340
shares
|
$34.5 Million
15.84% of portfolio
|
Q3 2023
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
327,197
shares
|
$34.3 Million
11.04% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
325,725
shares
|
$34.1 Million
0.17% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
324,684
shares
|
$34 Million
4.16% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
322,109
shares
|
$33.8 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
321,743
shares
|
$33.7 Million
12.2% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
321,485
shares
|
$33.7 Million
16.97% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
320,526
shares
|
$33.6 Million
13.4% of portfolio
|
Q3 2025
Reduced 0.71%
|
|