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 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.19KClosed |
$232K - $289K
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-5.39K- 5.88% |
$299K - $372K
|
86.2K
$6.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.71K- 2.25% |
$317K - $394K
|
248K
$18.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-6.11K- 4.87% |
$339K - $422K
|
119K
$8.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.15K- 2.17% |
$341K - $424K
|
277K
$20.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-6.34K- 95.6% |
$352K - $438K
|
292
$21.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-8.25K- 44.99% |
$458K - $569K
|
10.1K
$756K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-8.86K- 16.38% |
$491K - $611K
|
45.2K
$3.39M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.7K- 12.53% |
$596K - $741K
|
75K
$5.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.6K- 43.42% |
$1.09M - $1.35M
|
25.5K
$1.91M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-30.1K- 50.0% |
$1.67M - $2.08M
|
30.1K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-49.8K- 11.55% |
$2.76M - $3.44M
|
381K
$28.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.39% |
$3.25M - $4.05M
|
279K
$20.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-91.4K- 93.87% |
$5.07M - $6.31M
|
5.97K
$448K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-94.6K- 6.88% |
$5.25M - $6.53M
|
1.28M
$96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-107K- 74.84% |
$5.97M - $7.42M
|
36.1K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-250K- 59.5% |
$13.9M - $17.3M
|
170K
$12.8M
|