Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,388 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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
214,757
shares
|
$22.5 Million
0.65% of portfolio
|
Q3 2025
Added 40.79%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
214,436
shares
|
$22.5 Million
3.16% of portfolio
|
Q3 2025
Added 63.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
208,623
shares
|
$21.9 Million
0.48% of portfolio
|
Q2 2025
Reduced 25.49%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
207,357
shares
|
$21.7 Million
9.48% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
206,219
shares
|
$21.6 Million
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
206,190
shares
|
$21.6 Million
3.12% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
205,901
shares
|
$21.6 Million
4.13% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
204,552
shares
|
$21.4 Million
1.03% of portfolio
|
Q4 2023
Added 6.33%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
204,355
shares
|
$21.4 Million
12.8% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
204,147
shares
|
$21.4 Million
3.88% of portfolio
|
Q3 2025
Added 55.93%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
203,670
shares
|
$21.3 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
202,043
shares
|
$21.2 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
200,549
shares
|
$21 Million
11.59% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
199,078
shares
|
$20.9 Million
0.92% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
199,058
shares
|
$20.9 Million
0.89% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
197,600
shares
|
$20.7 Million
9.52% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
196,154
shares
|
$20.6 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
196,094
shares
|
$20.6 Million
0.17% of portfolio
|
Q3 2025
Added 652.88%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
192,812
shares
|
$20.2 Million
3.2% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
191,257
shares
|
$20 Million
2.75% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
190,786
shares
|
$20 Million
5.76% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
189,168
shares
|
$19.8 Million
3.45% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
188,545
shares
|
$19.8 Million
3.12% of portfolio
|
Q3 2025
Reduced 33.9%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
188,000
shares
|
$19.7 Million
5.26% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
187,096
shares
|
$19.6 Million
10.98% of portfolio
|
Q3 2025
Added 0.27%
|
|