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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
66+ 2.48% |
$5.28K - $6.1K
|
2.73K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61+ 0.9% |
$4.88K - $5.64K
|
6.85K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61New |
$4.88K - $5.64K
|
61
$5.47K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 11.65% |
$4.64K - $5.36K
|
556
$49.9K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53+ 2.19% |
$4.24K - $4.9K
|
2.47K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
49+ 0.79% |
$3.92K - $4.53K
|
6.25K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
48+ 0.27% |
$3.84K - $4.43K
|
17.8K
$1.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.83% |
$3.2K - $3.7K
|
4.89K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.49% |
$3.04K - $3.51K
|
7.73K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
36+ 0.13% |
$2.88K - $3.33K
|
28.7K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
36+ 0.68% |
$2.88K - $3.33K
|
5.37K
$481K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.07% |
$2.72K - $3.14K
|
47.9K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
34New |
$2.72K - $3.14K
|
34
$3.05K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
33+ 0.77% |
$2.64K - $3.05K
|
4.32K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
33New |
$2.64K - $3.05K
|
33
$2.96K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
31New |
$2.48K - $2.86K
|
31
$2.78K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
31+ 0.21% |
$2.48K - $2.86K
|
15K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30+ 5.08% |
$2.4K - $2.77K
|
620
$55.6K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
29+ 0.02% |
$2.32K - $2.68K
|
118K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27New |
$2.16K - $2.49K
|
27
$2.42K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.08% |
$2.16K - $2.49K
|
33.2K
$2.98M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
26New |
$2.08K - $2.4K
|
26
$2.33K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.7% |
$1.92K - $2.22K
|
3.44K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
22+ 0.64% |
$1.76K - $2.03K
|
3.45K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.72% |
$1.52K - $1.76K
|
2.64K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18New |
$1.44K - $1.66K
|
18
$1.61K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
13+ 0.05% |
$1.04K - $1.2K
|
28.7K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.13% |
$961 - $1.11K
|
9.21K
$826K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
12+ 60.0% |
$961 - $1.11K
|
32
$2.87K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.08K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.1% |
$801 - $924
|
9.74K
$873K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8+ 2.85% |
$640 - $739
|
289
$25.9K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.7% |
$480 - $554
|
863
$77.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$480 - $554
|
3.59K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
6+ 0.15% |
$480 - $554
|
4.06K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.14% |
$400 - $462
|
3.46K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.13% |
$400 - $462
|
3.92K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
5+ 0.16% |
$400 - $462
|
3.12K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.08% |
$320 - $370
|
5.23K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.13% |
$320 - $370
|
3.03K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.16% |
$320 - $370
|
2.45K
$220K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$160 - $185
|
4.15K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$160 - $185
|
3.22K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2+ 0.0% |
$160 - $185
|
69.9K
$6.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$160 - $185
|
5.67K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2New |
$160 - $185
|
2
$179
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 3.7% |
$160 - $185
|
56
$5.02K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.15% |
$160 - $185
|
1.33K
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.0% |
$160 - $185
|
91K
$8.16M
|