Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,217 institutions that hold shares in the stock, with a total of 311 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
36,070,856
shares
|
$2.96 Billion
1.18% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
20,126,715
shares
|
$1.65 Billion
3.73% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
11,217,747
shares
|
$920 Million
5.18% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,149,242
shares
|
$668 Million
0.19% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,403,501
shares
|
$607 Million
0.05% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,757,808
shares
|
$472 Million
0.15% of portfolio
|
Q1 2025
Reduced 65.79%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
5,569,845
shares
|
$457 Million
12.89% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,552,330
shares
|
$455 Million
4.85% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,261,185
shares
|
$431 Million
0.04% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,788,489
shares
|
$393 Million
3.25% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,744,344
shares
|
$389 Million
5.83% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,210,466
shares
|
$345 Million
17.57% of portfolio
|
Q4 2024
Added 194.9%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,006,929
shares
|
$329 Million
0.07% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,975,868
shares
|
$326 Million
4.05% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
3,756,820
shares
|
$308 Million
5.03% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,692,948
shares
|
$303 Million
8.16% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,680,799
shares
|
$302 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,614,288
shares
|
$296 Million
2.3% of portfolio
|
Q4 2024
Added 148942.8%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,612,114
shares
|
$296 Million
9.27% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
3,166,950
shares
|
$260 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,946,637
shares
|
$242 Million
6.73% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,929,633
shares
|
$240 Million
0.02% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,854,539
shares
|
$234 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,650,001
shares
|
$217 Million
0.3% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,422,045
shares
|
$199 Million
1.86% of portfolio
|
Q1 2025
Added 4.3%
|