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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 6.33% |
$1.24M - $1.34M
|
337K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.43K+ 20.88% |
$584K - $630K
|
54.6K
$3.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.96K+ 6142.27% |
$369K - $398K
|
6.06K
$378K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.91K+ 1.69% |
$366K - $395K
|
355K
$22.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1.09K+ 3.09% |
$67.6K - $72.9K
|
36.5K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
769+ 1.06% |
$47.6K - $51.4K
|
73.6K
$4.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
499+ 3.78% |
$30.9K - $33.3K
|
13.7K
$855K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424New |
$26.2K - $28.3K
|
424
$26.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
346+ 26.0% |
$21.4K - $23.1K
|
1.68K
$105K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-106- 1.03% |
$6.56K - $7.08K
|
10.2K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-619- 1.6% |
$38.3K - $41.3K
|
38K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-841- 6.38% |
$52.1K - $56.2K
|
12.3K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-2.23K- 12.14% |
$138K - $149K
|
16.1K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.96K- 98.4% |
$369K - $398K
|
97
$6.05K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 11.21% |
$715K - $772K
|
91.6K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-64.4K- 77.83% |
$3.99M - $4.3M
|
18.3K
$1.15M
|