Purchases and Sales Made in Q1 2025 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
144KNew |
$8.89M - $9.59M
|
144K
$9.54M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
128K+ 44.01% |
$7.95M - $8.58M
|
420K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
86.4KNew |
$5.35M - $5.77M
|
86.4K
$5.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
72.7K+ 294.08% |
$4.5M - $4.85M
|
97.4K
$6.47M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.9K+ 3.11% |
$4.39M - $4.73M
|
2.35M
$156M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.1K+ 142.6% |
$3.66M - $3.95M
|
101K
$6.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.4K+ 4.44% |
$3.62M - $3.9M
|
1.38M
$91.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7KNew |
$3.45M - $3.72M
|
55.7K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.2K+ 155.82% |
$2.61M - $2.82M
|
69.3K
$4.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 6.33% |
$1.24M - $1.34M
|
337K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.5K+ 13.7% |
$713K - $770K
|
95.6K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.87K+ 19.8% |
$611K - $659K
|
59.7K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.56K+ 52.86% |
$592K - $639K
|
27.7K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.43K+ 20.88% |
$584K - $630K
|
54.6K
$3.63M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.65K+ 9.29% |
$535K - $578K
|
102K
$6.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.59KNew |
$470K - $507K
|
7.59K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.28K+ 32.47% |
$388K - $419K
|
25.6K
$1.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.96K+ 6142.27% |
$369K - $398K
|
6.06K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.95KNew |
$369K - $398K
|
5.95K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.91K+ 1.69% |
$366K - $395K
|
355K
$23.6M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.91KNew |
$366K - $394K
|
5.91K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.75K+ 4.69% |
$232K - $251K
|
83.8K
$5.57M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.36KNew |
$208K - $224K
|
3.36K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.25K+ 14.52% |
$201K - $217K
|
25.6K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.02K+ 15.7% |
$187K - $202K
|
22.2K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.52K+ 57.33% |
$156K - $168K
|
6.92K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.86K+ 16.14% |
$115K - $124K
|
13.4K
$889K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 3.77% |
$101K - $109K
|
45.1K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.4K+ 17.42% |
$86.4K - $93.2K
|
9.41K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 21.03% |
$85.6K - $92.3K
|
7.95K
$529K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.27K+ 35.8% |
$78.3K - $84.5K
|
4.8K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.26KNew |
$78.3K - $84.4K
|
1.26K
$84K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.13K+ 6.71% |
$69.8K - $75.3K
|
17.9K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1.09K+ 3.09% |
$67.6K - $72.9K
|
36.5K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
958+ 11.64% |
$59.3K - $64K
|
9.19K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
936+ 4.25% |
$57.9K - $62.5K
|
22.9K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
824+ 12.59% |
$51K - $55K
|
7.37K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
810+ 13.9% |
$50.1K - $54.1K
|
6.64K
$441K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
769+ 1.06% |
$47.6K - $51.4K
|
73.6K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
762+ 73.91% |
$47.2K - $50.9K
|
1.79K
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
692+ 1.79% |
$42.8K - $46.2K
|
39.4K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
682+ 8.78% |
$42.2K - $45.6K
|
8.45K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
610+ 0.25% |
$37.8K - $40.7K
|
241K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
499+ 3.78% |
$30.9K - $33.3K
|
13.7K
$910K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424New |
$26.2K - $28.3K
|
424
$28.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
346+ 26.0% |
$21.4K - $23.1K
|
1.68K
$111K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
339New |
$21K - $22.6K
|
339
$22.5K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
271+ 5.8% |
$16.8K - $18.1K
|
4.95K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
204+ 0.85% |
$12.6K - $13.6K
|
24.1K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
173+ 1.15% |
$10.7K - $11.6K
|
15.2K
$1.01M
|