Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,396 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 |
|---|---|---|---|---|---|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
11,585
shares
|
$1.21 Million
0.75% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
11,502
shares
|
$1.21 Million
0.2% of portfolio
|
Q2 2022
Reduced 12.93%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
11,457
shares
|
$1.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
11,437
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
11,361
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
11,216
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2022
Reduced 15.13%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
11,195
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
11,124
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
10,953
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,826
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,785
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 47.13%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
10,762
shares
|
$1.13 Million
0.79% of portfolio
|
Q4 2023
Added 51.43%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
10,709
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,704
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
10,680
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,632
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
10,577
shares
|
$1.11 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
10,563
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2025
Reduced 6.44%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,563
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
10,481
shares
|
$1.1 Million
1.09% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,400
shares
|
$1.09 Million
0.54% of portfolio
|
Q1 2023
Reduced 2.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,372
shares
|
$1.09 Million
0.13% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,246
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
10,220
shares
|
$1.07 Million
0.5% of portfolio
|
Q4 2022
Added 23.24%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
10,158
shares
|
$1.06 Million
0.82% of portfolio
|
Q3 2022
Reduced 0.29%
|
|