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 338 Million shares, which have been reported (via 13F filing form) to have a value of $35.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
152,437
shares
|
$16 Million
2.52% of portfolio
|
Q4 2025
Added 43.22%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
151,103
shares
|
$15.8 Million
3.12% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
149,411
shares
|
$15.7 Million
1.85% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
147,472
shares
|
$15.5 Million
0.58% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
146,859
shares
|
$15.4 Million
0.96% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
146,563
shares
|
$15.4 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
146,446
shares
|
$15.3 Million
1.3% of portfolio
|
Q4 2025
Reduced 4.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
143,875
shares
|
$15.1 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
140,874
shares
|
$14.8 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
140,330
shares
|
$14.7 Million
6.8% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
140,197
shares
|
$14.7 Million
2.88% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
140,074
shares
|
$14.7 Million
10.19% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
137,486
shares
|
$14.4 Million
4.31% of portfolio
|
Q4 2025
Reduced 8.47%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
136,863
shares
|
$14.3 Million
6.18% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
133,995
shares
|
$14 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
133,845
shares
|
$14 Million
2.38% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
133,501
shares
|
$14 Million
1.06% of portfolio
|
Q4 2025
Added 18.06%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
132,018
shares
|
$13.8 Million
3.31% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
129,813
shares
|
$13.6 Million
7.37% of portfolio
|
Q3 2025
Added 55.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
129,786
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
129,774
shares
|
$13.6 Million
4.05% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
127,064
shares
|
$13.3 Million
0.11% of portfolio
|
Q4 2025
Added 10.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
125,527
shares
|
$13.2 Million
0.37% of portfolio
|
Q3 2025
Added 136.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
125,512
shares
|
$13.2 Million
0.07% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
124,429
shares
|
$13 Million
4.73% of portfolio
|
Q3 2025
Added 5.4%
|
|