Purchases and Sales Made in Q1 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
257K+ 41.31% |
$20.6M - $23.7M
|
879K
$70.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
132K+ 64.47% |
$10.5M - $12.2M
|
336K
$26.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
117K+ 4.14% |
$9.37M - $10.8M
|
2.95M
$236M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
58K+ 48.0% |
$4.64M - $5.36M
|
179K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
17K+ 3.24% |
$1.36M - $1.57M
|
541K
$43.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
15.4K+ 3.62% |
$1.23M - $1.42M
|
441K
$35.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.1K+ 16.02% |
$1.13M - $1.31M
|
102K
$8.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12.6K+ 7.58% |
$1.01M - $1.17M
|
179K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.81K+ 3.2% |
$625K - $721K
|
252K
$20.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.27KNew |
$502K - $579K
|
6.27K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.05K+ 101060.0% |
$404K - $467K
|
5.06K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.87K+ 5.15% |
$390K - $450K
|
99.4K
$7.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.34K+ 35.15% |
$348K - $401K
|
16.7K
$1.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.21K+ 46.93% |
$337K - $389K
|
13.2K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.02K+ 24.81% |
$322K - $371K
|
20.2K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.65K+ 2.52% |
$292K - $337K
|
148K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.07K+ 134.52% |
$246K - $283K
|
5.35K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.01K+ 28.63% |
$241K - $278K
|
13.5K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.86K+ 2.43% |
$229K - $264K
|
120K
$9.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.68K+ 9.56% |
$214K - $247K
|
30.7K
$2.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.65K+ 1.88% |
$212K - $244K
|
143K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.47K+ 3.66% |
$117K - $135K
|
41.5K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
882+ 6.15% |
$70.6K - $81.5K
|
15.2K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
880+ 12.15% |
$70.4K - $81.3K
|
8.12K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
793+ 8.44% |
$63.5K - $73.3K
|
10.2K
$817K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
570+ 24.6% |
$45.6K - $52.7K
|
2.89K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
567+ 6.9% |
$45.4K - $52.4K
|
8.78K
$704K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
384+ 3.89% |
$30.7K - $35.5K
|
10.2K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
360+ 1.51% |
$28.8K - $33.3K
|
24.3K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
336+ 5.51% |
$26.9K - $31K
|
6.43K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
268+ 7.93% |
$21.5K - $24.8K
|
3.65K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
187+ 0.99% |
$15K - $17.3K
|
19K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
184+ 6.97% |
$14.7K - $17K
|
2.82K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 2.32% |
$5.52K - $6.37K
|
3.04K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
67+ 1.23% |
$5.36K - $6.19K
|
5.51K
$441K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.83% |
$3.2K - $3.7K
|
4.89K
$392K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.08% |
$2.16K - $2.49K
|
33.2K
$2.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$961 - $1.11K
|
12
$961
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.1% |
$801 - $924
|
9.74K
$780K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$480 - $554
|
3.59K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
5+ 0.16% |
$400 - $462
|
3.12K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.02% |
$160 - $185
|
10.7K
$861K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$480 - $554
|
6.46K
$518K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-12- 0.38% |
$961 - $1.11K
|
3.16K
$253K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.09% |
$3.68K - $4.25K
|
1.08K
$86.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-52- 2.72% |
$4.16K - $4.8K
|
1.86K
$149K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-54- 0.28% |
$4.32K - $4.99K
|
19K
$1.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-62- 0.9% |
$4.96K - $5.73K
|
6.86K
$550K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-65Closed |
$5.2K - $6.01K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 0.64% |
$5.76K - $6.65K
|
11.2K
$897K
|