Institutional Ownership Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG). We have compiled data on the 1,390 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 $35.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
320,526
shares
|
$33.6 Million
13.4% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
319,383
shares
|
$33.5 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
319,327
shares
|
$33.5 Million
3.86% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
317,021
shares
|
$33.2 Million
6.81% of portfolio
|
Q4 2025
Added 1588.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
314,980
shares
|
$33 Million
1.32% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
314,417
shares
|
$33 Million
2.46% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
313,521
shares
|
$32.9 Million
15.37% of portfolio
|
Q3 2025
Reduced 20.14%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
306,114
shares
|
$32.1 Million
10.35% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
305,082
shares
|
$32 Million
6.39% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
301,648
shares
|
$31.6 Million
0.42% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
301,335
shares
|
$31.6 Million
0.54% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
300,388
shares
|
$31.5 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
285,190
shares
|
$29.9 Million
6.6% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Marks Wealth, LLC
|
Oct 28, 2025 Q3 2025 |
284,533
shares
|
$29.8 Million
9.19% of portfolio
|
Q3 2025
Reduced 33.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
281,014
shares
|
$29.5 Million
1.02% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
280,106
shares
|
$29.4 Million
3.95% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
271,686
shares
|
$28.5 Million
3.19% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
271,009
shares
|
$28.4 Million
0.86% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
265,615
shares
|
$27.8 Million
2.64% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
265,207
shares
|
$27.8 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
264,199
shares
|
$27.7 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
256,059
shares
|
$26.8 Million
9.8% of portfolio
|
Q4 2025
Added 3.22%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
255,612
shares
|
$26.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
254,136
shares
|
$26.6 Million
0.44% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
252,958
shares
|
$26.5 Million
3.25% of portfolio
|
Q3 2025
Reduced 6.19%
|
|