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 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
15.8M+ 8319.44% |
$1.27B - $1.46B
|
16M
$1.44B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.05M+ 6.02% |
$164M - $189M
|
36.1M
$3.24B
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.23M+ 60.28% |
$98.3M - $113M
|
3.26M
$293M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
869K+ 94.09% |
$69.6M - $80.3M
|
1.79M
$161M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
584K+ 7.16% |
$46.7M - $53.9M
|
8.73M
$783M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
554K+ 33.5% |
$44.3M - $51.2M
|
2.21M
$198M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
383K+ 11.57% |
$30.7M - $35.4M
|
3.69M
$331M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
368K+ 6.64% |
$29.5M - $34M
|
5.92M
$531M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
364K+ 51.3% |
$29.1M - $33.6M
|
1.07M
$96.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
363K+ 976.89% |
$29M - $33.5M
|
400K
$35.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
286K+ 61.11% |
$22.9M - $26.4M
|
754K
$67.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
269K+ 109432.52% |
$21.5M - $24.9M
|
269K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 3.5% |
$20.7M - $23.9M
|
7.66M
$687M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
258KNew |
$20.7M - $23.9M
|
258K
$23.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
257K+ 41.31% |
$20.6M - $23.7M
|
879K
$78.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
234K+ 5.87% |
$18.7M - $21.6M
|
4.21M
$378M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
232K+ 28.75% |
$18.6M - $21.5M
|
1.04M
$93.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
221KNew |
$17.7M - $20.5M
|
221K
$19.9M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
214K+ 6.05% |
$17.1M - $19.8M
|
3.76M
$337M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
195K+ 18.16% |
$15.6M - $18M
|
1.27M
$114M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
190K+ 6.0% |
$15.2M - $17.5M
|
3.36M
$301M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
183K+ 3.48% |
$14.7M - $16.9M
|
5.44M
$488M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
180K+ 33.13% |
$14.4M - $16.6M
|
723K
$64.9M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
179K+ 2396.14% |
$14.3M - $16.6M
|
187K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
176K+ 10.21% |
$14.1M - $16.2M
|
1.9M
$170M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
161K+ 120.0% |
$12.9M - $14.9M
|
295K
$26.4M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
154K+ 3.32% |
$12.3M - $14.2M
|
4.79M
$429M
|
|
|
May 20, 2025
Q1 2025
|
Cbm Financial, LLC
Austin, TX |
BUY
|
- |
140KNew |
$11.2M - $12.9M
|
140K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
138K+ 3.98% |
$11.1M - $12.8M
|
3.61M
$324M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
138KNew |
$11M - $12.8M
|
138K
$12.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
132K+ 1195.37% |
$10.6M - $12.2M
|
143K
$12.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
132K+ 64.47% |
$10.5M - $12.2M
|
336K
$30.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
125K+ 104.58% |
$10M - $11.5M
|
244K
$21.9M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
123K+ 10.21% |
$9.88M - $11.4M
|
1.33M
$120M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
117K+ 4.14% |
$9.37M - $10.8M
|
2.95M
$264M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
111K+ 29.44% |
$8.87M - $10.2M
|
487K
$43.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
109K+ 2.35% |
$8.73M - $10.1M
|
4.74M
$426M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
109K+ 25.3% |
$8.7M - $10M
|
538K
$48.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
102K+ 46.85% |
$8.15M - $9.4M
|
319K
$28.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
99.9K+ 4.3% |
$8M - $9.23M
|
2.42M
$217M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98.7K+ 11.23% |
$7.9M - $9.12M
|
978K
$87.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
91.2K+ 66.73% |
$7.3M - $8.43M
|
228K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
82.9K+ 10.02% |
$6.64M - $7.66M
|
911K
$81.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
81.1K+ 58.15% |
$6.49M - $7.5M
|
221K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
78.3KNew |
$6.26M - $7.23M
|
78.3K
$7.02M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76.1K+ 5.63% |
$6.09M - $7.03M
|
1.43M
$128M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
76K+ 29.53% |
$6.08M - $7.02M
|
333K
$29.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
75.5K+ 179.6% |
$6.04M - $6.97M
|
117K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
75.5K+ 7.23% |
$6.04M - $6.97M
|
1.12M
$100M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
74.5K+ 172.64% |
$5.97M - $6.89M
|
118K
$10.6M
|