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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-260- 2.18% |
$20.8K - $24K
|
11.7K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-273- 8.0% |
$21.9K - $25.2K
|
3.14K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-282- 1.28% |
$22.6K - $26.1K
|
21.8K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-287- 5.02% |
$23K - $26.5K
|
5.44K
$487K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 0.88% |
$23.1K - $26.6K
|
32.3K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-298- 0.99% |
$23.9K - $27.5K
|
29.9K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-299- 1.82% |
$23.9K - $27.6K
|
16.1K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-306- 0.36% |
$24.5K - $28.3K
|
85.2K
$7.65M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-316- 5.22% |
$25.3K - $29.2K
|
5.74K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-325- 8.47% |
$26K - $30K
|
3.51K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-333- 1.72% |
$26.7K - $30.8K
|
19K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-334- 3.07% |
$26.7K - $30.9K
|
10.5K
$946K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-343- 1.78% |
$27.5K - $31.7K
|
18.9K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-344- 0.73% |
$27.5K - $31.8K
|
46.9K
$4.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-346- 0.83% |
$27.7K - $32K
|
41.4K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-347- 0.3% |
$27.8K - $32.1K
|
115K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-358- 2.38% |
$28.7K - $33.1K
|
14.7K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-370- 0.22% |
$29.6K - $34.2K
|
168K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-371- 10.51% |
$29.7K - $34.3K
|
3.16K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-395- 3.39% |
$31.6K - $36.5K
|
11.3K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-398- 3.13% |
$31.9K - $36.8K
|
12.3K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-398- 2.6% |
$31.9K - $36.8K
|
14.9K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-406- 2.37% |
$32.5K - $37.5K
|
16.7K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-408- 69.15% |
$32.7K - $37.7K
|
182
$16.3K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-424- 12.51% |
$33.9K - $39.2K
|
2.97K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-428- 2.47% |
$34.3K - $39.5K
|
16.9K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-433- 6.1% |
$34.7K - $40K
|
6.67K
$598K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-436- 5.12% |
$34.9K - $40.3K
|
8.09K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-436- 1.01% |
$34.9K - $40.3K
|
42.9K
$3.85M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-460- 3.05% |
$36.8K - $42.5K
|
14.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-461- 0.96% |
$36.9K - $42.6K
|
47.7K
$4.28M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-465- 12.55% |
$37.2K - $43K
|
3.24K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-468- 0.27% |
$37.5K - $43.2K
|
171K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-484- 0.31% |
$38.7K - $44.7K
|
155K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-500- 8.51% |
$40K - $46.2K
|
5.38K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-500- 5.66% |
$40K - $46.2K
|
8.33K
$747K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-513- 90.16% |
$41.1K - $47.4K
|
56
$5.02K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-518- 3.09% |
$41.5K - $47.9K
|
16.2K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-530- 6.48% |
$42.4K - $49K
|
7.65K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-542- 9.3% |
$43.4K - $50.1K
|
5.28K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-542- 1.22% |
$43.4K - $50.1K
|
44K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-543- 6.62% |
$43.5K - $50.2K
|
7.66K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-552- 10.72% |
$44.2K - $51K
|
4.6K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-557- 0.95% |
$44.6K - $51.5K
|
57.9K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-571- 1.52% |
$45.7K - $52.8K
|
36.9K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-583- 10.36% |
$46.7K - $53.9K
|
5.04K
$452K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-589- 1.73% |
$47.1K - $54.4K
|
33.4K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-593- 11.8% |
$47.5K - $54.8K
|
4.43K
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-602- 10.54% |
$48.2K - $55.6K
|
5.11K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-614- 1.37% |
$49.2K - $56.7K
|
44.1K
$3.95M
|