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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,163
shares
|
$121,894
0.09% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,162
shares
|
$121,789
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,150
shares
|
$120,531
0.02% of portfolio
|
Q3 2025
Reduced 52.87%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,100
shares
|
$115,291
0.03% of portfolio
|
Q2 2022
Reduced 5.82%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,094
shares
|
$114,662
0.05% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,052
shares
|
$110,260
0.02% of portfolio
|
Q4 2025
Added 3.44%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
1,043
shares
|
$109,316
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,036
shares
|
$108,583
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,032
shares
|
$108,163
0.04% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,010
shares
|
$105,858
0.02% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,000
shares
|
$104,810
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
973
shares
|
$101,980
0.06% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
968
shares
|
$101,456
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
945
shares
|
$99,045
0.08% of portfolio
|
Q3 2025
Reduced 24.4%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
944
shares
|
$98,940
0.0% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
944
shares
|
$98,940
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
942
shares
|
$98,731
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
918
shares
|
$96,215
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
908
shares
|
$95,167
0.07% of portfolio
|
Q4 2025
Reduced 4.52%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
885
shares
|
$92,756
0.02% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
878
shares
|
$92,023
0.02% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
865
shares
|
$90,660
0.03% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
835
shares
|
$87,516
0.03% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
772
shares
|
$80,913
0.03% of portfolio
|
Q4 2024
Reduced 29.95%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
771
shares
|
$80,808
0.03% of portfolio
|
Q3 2025
Added 47.42%
|
|