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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
235+ 3.1% |
$13K - $16.2K
|
7.83K
$586K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
221New |
$12.3K - $15.2K
|
221
$16.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
171New |
$9.49K - $11.8K
|
171
$12.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
160+ 1.06% |
$8.88K - $11K
|
15.3K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
98+ 1.65% |
$5.44K - $6.76K
|
6.05K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
87+ 126.09% |
$4.83K - $6K
|
156
$11.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 1.8% |
$4.77K - $5.93K
|
4.87K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 6.9% |
$4.77K - $5.93K
|
1.33K
$99.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
66+ 0.54% |
$3.66K - $4.55K
|
12.4K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
66+ 0.64% |
$3.66K - $4.55K
|
10.3K
$775K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
55+ 0.86% |
$3.05K - $3.8K
|
6.45K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35+ 37.23% |
$1.94K - $2.42K
|
129
$9.67K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 0.83% |
$1.05K - $1.31K
|
2.31K
$173K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.5% |
$999 - $1.24K
|
3.59K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.61% |
$833 - $1.04K
|
2.46K
$185K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.94% |
$222 - $276
|
428
$32.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.8% |
$167 - $207
|
376
$28.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.18% |
$167 - $207
|
1.68K
$126K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1New |
$55.5 - $69
|
1
$74.9
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.03% |
$55.5 - $69
|
3.55K
$266K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$55.5 - $69
|
1
$74.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-9- 3.95% |
$500 - $621
|
219
$16.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-37- 0.36% |
$2.05K - $2.55K
|
10.2K
$764K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-125- 0.85% |
$6.94K - $8.63K
|
14.5K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-152- 1.28% |
$8.44K - $10.5K
|
11.7K
$875K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-160- 9.86% |
$8.88K - $11K
|
1.46K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-203- 4.52% |
$11.3K - $14K
|
4.29K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-216- 3.0% |
$12K - $14.9K
|
6.99K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-281- 5.59% |
$15.6K - $19.4K
|
4.74K
$355K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-298- 78.84% |
$16.5K - $20.6K
|
80
$6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-371- 1.45% |
$20.6K - $25.6K
|
25.3K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-420- 1.83% |
$23.3K - $29K
|
22.5K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-426- 1.77% |
$23.6K - $29.4K
|
23.7K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-430- 33.46% |
$23.9K - $29.7K
|
855
$64.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-491- 0.67% |
$27.3K - $33.9K
|
73.1K
$5.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-547- 5.91% |
$30.4K - $37.7K
|
8.71K
$653K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-555- 9.35% |
$30.8K - $38.3K
|
5.38K
$403K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-560- 7.52% |
$31.1K - $38.6K
|
6.89K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-605- 4.42% |
$33.6K - $41.7K
|
13.1K
$981K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-699- 14.13% |
$38.8K - $48.2K
|
4.25K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-729- 4.52% |
$40.5K - $50.3K
|
15.4K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-730- 37.69% |
$40.5K - $50.4K
|
1.21K
$90.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.08K- 2.85% |
$60K - $74.6K
|
36.9K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.26K- 13.26% |
$69.8K - $86.7K
|
8.23K
$616K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-2.24K- 18.17% |
$124K - $154K
|
10.1K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.31K- 4.13% |
$128K - $159K
|
53.4K
$4.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.49K- 5.86% |
$138K - $172K
|
40.1K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.3K- 3.28% |
$183K - $228K
|
97.3K
$7.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.9K- 4.63% |
$216K - $269K
|
80.3K
$6.02M
|