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 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.02% |
$160 - $185
|
10.7K
$964K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.16% |
$160 - $185
|
1.24K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$80.1 - $92.4
|
677
$60.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$80.1 - $92.4
|
3.7K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$80.1 - $92.4
|
942
$84.5K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.74K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.27% |
$80.1 - $92.4
|
371
$33.3K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$80.1 - $92.4
|
1.03K
$92.6K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 4.17% |
$80.1 - $92.4
|
25
$2.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.15% |
$80.1 - $92.4
|
648
$58.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.25% |
$80.1 - $92.4
|
407
$36.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.65K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.52% |
$80.1 - $92.4
|
67
$6.01K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.63K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1- 0.04% |
$80.1 - $92.4
|
2.55K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-2- 0.03% |
$160 - $185
|
7K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-6- 0.45% |
$480 - $554
|
1.33K
$119K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$480 - $554
|
6.46K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 2.79% |
$801 - $924
|
348
$31.2K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.25% |
$881 - $1.02K
|
4.43K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-12- 0.38% |
$961 - $1.11K
|
3.16K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-15- 0.47% |
$1.2K - $1.39K
|
3.2K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 57.14% |
$1.6K - $1.85K
|
15
$1.35K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-22- 0.07% |
$1.76K - $2.03K
|
29.7K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-22- 0.71% |
$1.76K - $2.03K
|
3.07K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-22- 1.65% |
$1.76K - $2.03K
|
1.32K
$118K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-22- 36.67% |
$1.76K - $2.03K
|
38
$3.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-24- 1.87% |
$1.92K - $2.22K
|
1.26K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-25- 0.35% |
$2K - $2.31K
|
7.17K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-25- 0.68% |
$2K - $2.31K
|
3.63K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-26- 0.66% |
$2.08K - $2.4K
|
3.93K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-29- 0.12% |
$2.32K - $2.68K
|
23.3K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30- 0.58% |
$2.4K - $2.77K
|
5.11K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 4.19% |
$2.48K - $2.86K
|
709
$63.6K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-34- 0.01% |
$2.72K - $3.14K
|
246K
$22M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-35- 0.58% |
$2.8K - $3.23K
|
6.01K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-38- 1.5% |
$3.04K - $3.51K
|
2.5K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-38- 0.07% |
$3.04K - $3.51K
|
54.2K
$4.86M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-38- 0.76% |
$3.04K - $3.51K
|
4.95K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-42- 14.29% |
$3.36K - $3.88K
|
252
$22.6K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-42- 0.23% |
$3.36K - $3.88K
|
17.9K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-43- 0.24% |
$3.44K - $3.97K
|
17.8K
$1.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.09% |
$3.68K - $4.25K
|
1.08K
$96.7K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-47- 20.43% |
$3.76K - $4.34K
|
183
$16.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-49- 0.47% |
$3.92K - $4.53K
|
10.4K
$935K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-52- 2.72% |
$4.16K - $4.8K
|
1.86K
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-54- 0.28% |
$4.32K - $4.99K
|
19K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-55- 0.5% |
$4.4K - $5.08K
|
11K
$983K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-62- 0.9% |
$4.96K - $5.73K
|
6.86K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-65Closed |
$5.2K - $6.01K
|
0
$0
|