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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
106+ 2.16% |
$6.56K - $7.08K
|
5.02K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
94New |
$5.82K - $6.28K
|
94
$6.25K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
51+ 0.74% |
$3.16K - $3.41K
|
6.94K
$461K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 0.66% |
$1.49K - $1.6K
|
3.65K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.19% |
$867 - $935
|
7.45K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 10.0% |
$124 - $134
|
22
$1.46K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.03% |
$61.9 - $66.8
|
3.55K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-5- 7.58% |
$310 - $334
|
61
$4.05K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-21- 0.14% |
$1.3K - $1.4K
|
14.6K
$972K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 48.62% |
$3.28K - $3.54K
|
56
$3.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-77- 0.82% |
$4.77K - $5.14K
|
9.26K
$615K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-80- 13.31% |
$4.95K - $5.34K
|
521
$34.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-106- 1.03% |
$6.56K - $7.08K
|
10.2K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 1.26% |
$8.11K - $8.75K
|
10.2K
$680K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-136- 2.24% |
$8.42K - $9.08K
|
5.94K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 3.29% |
$9.47K - $10.2K
|
4.49K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-164- 7.81% |
$10.2K - $11K
|
1.94K
$129K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-177- 1.69% |
$11K - $11.8K
|
10.3K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-190- 2.17% |
$11.8K - $12.7K
|
8.58K
$570K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-298- 78.84% |
$18.4K - $19.9K
|
80
$5.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-340- 0.62% |
$21K - $22.7K
|
54.1K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-619- 1.6% |
$38.3K - $41.3K
|
38K
$2.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-681- 2.12% |
$42.2K - $45.5K
|
31.5K
$2.09M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-762- 42.5% |
$47.2K - $50.9K
|
1.03K
$68.5K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-773- 5.34% |
$47.9K - $51.6K
|
13.7K
$910K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-786- 2.55% |
$48.7K - $52.5K
|
30.1K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-841- 6.38% |
$52.1K - $56.2K
|
12.3K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 4.49% |
$92K - $99.2K
|
31.6K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.52K- 17.4% |
$94.1K - $102K
|
7.22K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-2.23K- 12.14% |
$138K - $149K
|
16.1K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.87K- 5.66% |
$177K - $191K
|
47.8K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.23K- 11.03% |
$200K - $216K
|
26.1K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.26K- 33.09% |
$202K - $217K
|
6.58K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.35K- 7.3% |
$208K - $224K
|
42.5K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.43K- 0.91% |
$212K - $229K
|
372K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.96K- 98.4% |
$369K - $398K
|
97
$6.45K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.37K- 10.02% |
$580K - $626K
|
84.2K
$5.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 11.21% |
$715K - $772K
|
91.6K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.2K- 87.48% |
$1.81M - $1.95M
|
4.19K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.1K- 14.22% |
$2.61M - $2.81M
|
254K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-64.4K- 77.83% |
$3.99M - $4.3M
|
18.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-73K- 14.48% |
$4.52M - $4.88M
|
431K
$28.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-513K- 64.4% |
$31.7M - $34.2M
|
283K
$18.8M
|