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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
383K+ 11.57% |
$30.7M - $35.4M
|
3.69M
$283M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
363K+ 976.89% |
$29M - $33.5M
|
400K
$30.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
257K+ 41.31% |
$20.6M - $23.7M
|
879K
$67.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
232K+ 28.75% |
$18.6M - $21.5M
|
1.04M
$79.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
221KNew |
$17.7M - $20.5M
|
221K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
180K+ 33.13% |
$14.4M - $16.6M
|
723K
$55.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
132K+ 1195.37% |
$10.6M - $12.2M
|
143K
$11M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
132K+ 64.47% |
$10.5M - $12.2M
|
336K
$25.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
117K+ 4.14% |
$9.37M - $10.8M
|
2.95M
$226M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
111K+ 29.44% |
$8.87M - $10.2M
|
487K
$37.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
91.2K+ 66.73% |
$7.3M - $8.43M
|
228K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
82.9K+ 10.02% |
$6.64M - $7.66M
|
911K
$69.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
75.5K+ 7.23% |
$6.04M - $6.97M
|
1.12M
$85.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
67.6K+ 60.42% |
$5.41M - $6.24M
|
179K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
61.8K+ 27.96% |
$4.95M - $5.71M
|
283K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
61.1K+ 27.61% |
$4.89M - $5.64M
|
282K
$21.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
58K+ 48.0% |
$4.64M - $5.36M
|
179K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
52.7K+ 12.84% |
$4.22M - $4.87M
|
463K
$35.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.2K+ 677.26% |
$3.94M - $4.55M
|
56.5K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.9K+ 4.84% |
$2.64M - $3.04M
|
714K
$54.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.8KNew |
$1.91M - $2.2M
|
23.8K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
21.7K+ 21.67% |
$1.74M - $2.01M
|
122K
$9.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.6K+ 205.91% |
$1.57M - $1.81M
|
29.2K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19.6K+ 24.92% |
$1.57M - $1.81M
|
98.1K
$7.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
19.5K+ 9.44% |
$1.56M - $1.8M
|
227K
$17.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
17K+ 3.24% |
$1.36M - $1.57M
|
541K
$41.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
16.6K+ 15.21% |
$1.33M - $1.54M
|
126K
$9.65M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.8K+ 199.22% |
$1.26M - $1.46M
|
23.7K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
15.4K+ 3.62% |
$1.23M - $1.42M
|
441K
$33.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.1K+ 16.02% |
$1.13M - $1.31M
|
102K
$7.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 2.26% |
$1.05M - $1.21M
|
594K
$45.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12.6K+ 7.58% |
$1.01M - $1.17M
|
179K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9K+ 6.67% |
$953K - $1.1M
|
190K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.9K+ 29.99% |
$952K - $1.1M
|
51.6K
$3.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.3K+ 88.85% |
$828K - $956K
|
22K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 0.86% |
$640K - $738K
|
942K
$72.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
7.95K+ 3.67% |
$637K - $735K
|
225K
$17.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.81K+ 3.2% |
$625K - $721K
|
252K
$19.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.76K+ 10.73% |
$621K - $717K
|
80.1K
$6.13M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.13K+ 11.36% |
$571K - $659K
|
69.9K
$5.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
6.96K+ 3.57% |
$557K - $643K
|
202K
$15.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.27KNew |
$502K - $579K
|
6.27K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.05K+ 101060.0% |
$404K - $467K
|
5.06K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 10.17% |
$402K - $464K
|
54.4K
$4.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.87K+ 5.15% |
$390K - $450K
|
99.4K
$7.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.63K+ 1.46% |
$371K - $428K
|
322K
$24.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.42K+ 2.97% |
$354K - $409K
|
153K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.34K+ 35.15% |
$348K - $401K
|
16.7K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$347K - $400K
|
4.33K
$332K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4.23K+ 1.33% |
$339K - $391K
|
323K
$24.7M
|