Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
350KNew |
$19.4M - $24.1M
|
350K
$26.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
278K+ 11.81% |
$15.4M - $19.2M
|
2.63M
$197M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
155K+ 179.51% |
$8.61M - $10.7M
|
241K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
71.1KNew |
$3.94M - $4.9M
|
71.1K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.1KNew |
$3M - $3.73M
|
54.1K
$4.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
40.7K+ 85.16% |
$2.26M - $2.81M
|
88.5K
$6.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
35.3KNew |
$1.96M - $2.44M
|
35.3K
$2.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.2K+ 35.8% |
$1.9M - $2.36M
|
130K
$9.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.2K+ 100.35% |
$1.67M - $2.08M
|
60.3K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26K+ 43.52% |
$1.44M - $1.79M
|
85.7K
$6.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.6K+ 64.95% |
$923K - $1.15M
|
42.2K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 23.71% |
$912K - $1.13M
|
85.8K
$6.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 59.28% |
$910K - $1.13M
|
44K
$3.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 10.19% |
$575K - $715K
|
112K
$8.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.3KNew |
$569K - $708K
|
10.3K
$769K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.8KNew |
$488K - $607K
|
8.8K
$659K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
5.8K+ 2.4% |
$322K - $400K
|
247K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.09KNew |
$282K - $351K
|
5.09K
$381K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.84K+ 21.75% |
$269K - $334K
|
27.1K
$2.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.61K+ 1.3% |
$256K - $318K
|
360K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.46K+ 64.44% |
$248K - $308K
|
11.4K
$853K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
4.03KNew |
$223K - $278K
|
4.03K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$200K - $248K
|
3.6K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.42K+ 6.26% |
$190K - $236K
|
58K
$4.35M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.3K+ 320.08% |
$183K - $228K
|
4.33K
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
3.1K+ 8.49% |
$172K - $214K
|
39.5K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.93KNew |
$163K - $202K
|
2.93K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.25K+ 12.56% |
$125K - $155K
|
20.2K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.11K+ 2.51% |
$117K - $145K
|
85.9K
$6.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.07K+ 28.74% |
$115K - $143K
|
9.29K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.05K+ 21.82% |
$114K - $142K
|
11.5K
$859K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.76K+ 4.46% |
$97.6K - $121K
|
41.2K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.56KNew |
$86.7K - $108K
|
1.56K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.41KNew |
$78.4K - $97.4K
|
1.41K
$106K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.21KNew |
$67.4K - $83.8K
|
1.21K
$91K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.21K+ 0.32% |
$67K - $83.4K
|
373K
$28M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.16K+ 8.45% |
$64.2K - $79.8K
|
14.9K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 12.71% |
$56.1K - $69.8K
|
8.96K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
982+ 20.46% |
$54.5K - $67.8K
|
5.78K
$433K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
764+ 8.91% |
$42.4K - $52.7K
|
9.34K
$700K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
661+ 8.97% |
$36.7K - $45.6K
|
8.03K
$602K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
659New |
$36.6K - $45.5K
|
659
$49.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
609+ 1.94% |
$33.8K - $42K
|
32.1K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
561+ 16.71% |
$31.1K - $38.7K
|
3.92K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
550+ 5.99% |
$30.5K - $38K
|
9.74K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
533+ 2.05% |
$29.6K - $36.8K
|
26.6K
$1.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
413+ 5.95% |
$22.9K - $28.5K
|
7.36K
$551K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
403+ 1.27% |
$22.4K - $27.8K
|
32K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
273+ 4.15% |
$15.2K - $18.8K
|
6.86K
$514K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 2.63% |
$14.9K - $18.6K
|
10.5K
$787K
|