Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
35K+ 586.59% |
$2.42M - $2.63M
|
41K
$3.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
33K+ 93.44% |
$2.28M - $2.48M
|
68.3K
$5.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
14.2K+ 3.95% |
$979K - $1.07M
|
374K
$28M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.21K+ 8.99% |
$359K - $391K
|
63.2K
$4.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.24K+ 74.81% |
$223K - $243K
|
7.57K
$567K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.58K+ 24.91% |
$178K - $193K
|
12.9K
$969K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.5K+ 41.67% |
$103K - $113K
|
5.1K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
899+ 10.03% |
$62K - $67.4K
|
9.86K
$739K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
552+ 41.44% |
$38.1K - $41.4K
|
1.88K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
282+ 0.24% |
$19.4K - $21.2K
|
120K
$8.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
142New |
$9.79K - $10.7K
|
142
$10.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
89+ 0.85% |
$6.14K - $6.68K
|
10.6K
$794K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 2.99% |
$138 - $150
|
69
$5.17K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-5- 0.05% |
$345 - $375
|
9.73K
$729K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-140- 0.35% |
$9.65K - $10.5K
|
39.4K
$2.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-263- 21.79% |
$18.1K - $19.7K
|
944
$70.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-325- 2.11% |
$22.4K - $24.4K
|
15.1K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-769- 7.62% |
$53K - $57.7K
|
9.32K
$699K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-850- 2.06% |
$58.6K - $63.8K
|
40.3K
$3.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.04K- 0.55% |
$141K - $153K
|
371K
$27.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.33K- 19.96% |
$161K - $175K
|
9.35K
$700K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.88K- 7.19% |
$199K - $216K
|
37.2K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.62K- 51.73% |
$249K - $271K
|
3.37K
$253K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-4.77K- 5.54% |
$329K - $358K
|
81.4K
$6.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.85K- 15.85% |
$403K - $438K
|
31K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.46K- 11.78% |
$652K - $710K
|
70.8K
$5.31M
|