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 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-628- 13.86% |
$50.3K - $58K
|
3.9K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-631- 0.76% |
$50.5K - $58.3K
|
82.6K
$7.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-631- 9.76% |
$50.5K - $58.3K
|
5.83K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-644- 0.64% |
$51.6K - $59.5K
|
100K
$8.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-671- 1.65% |
$53.7K - $62K
|
40.1K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-672- 5.67% |
$53.8K - $62.1K
|
11.2K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-711- 1.5% |
$56.9K - $65.7K
|
46.7K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-714- 5.8% |
$57.2K - $66K
|
11.6K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-719- 11.72% |
$57.6K - $66.4K
|
5.42K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-728- 5.1% |
$58.3K - $67.3K
|
13.5K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-741- 11.0% |
$59.3K - $68.5K
|
6K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-743- 0.73% |
$59.5K - $68.6K
|
101K
$9.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-745- 0.74% |
$59.6K - $68.8K
|
99.5K
$8.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-751- 1.06% |
$60.1K - $69.4K
|
70.1K
$6.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-754- 5.23% |
$60.4K - $69.7K
|
13.7K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-758- 7.76% |
$60.7K - $70K
|
9.02K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-762- 7.22% |
$61K - $70.4K
|
9.79K
$878K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-788- 0.9% |
$63.1K - $72.8K
|
87K
$7.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-804- 2.47% |
$64.4K - $74.3K
|
31.8K
$2.85M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-812- 43.15% |
$65K - $75K
|
1.07K
$96K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-813- 2.72% |
$65.1K - $75.1K
|
29.1K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-834- 19.83% |
$66.8K - $77.1K
|
3.37K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-849- 2.31% |
$68K - $78.4K
|
35.9K
$3.22M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 0.71% |
$68.6K - $79.2K
|
120K
$10.7M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-859- 14.03% |
$68.8K - $79.4K
|
5.26K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-866- 5.36% |
$69.3K - $80K
|
15.3K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-904- 3.6% |
$72.4K - $83.5K
|
24.2K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-930- 5.47% |
$74.4K - $85.9K
|
16.1K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-960- 13.01% |
$76.8K - $88.7K
|
6.42K
$576K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-984- 26.33% |
$78.8K - $90.9K
|
2.75K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-1.02K- 5.77% |
$81.3K - $93.8K
|
16.6K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.03K- 5.35% |
$82.2K - $94.9K
|
18.2K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.04K- 1.08% |
$83.1K - $95.9K
|
95K
$8.52M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.08K- 6.22% |
$86.1K - $99.3K
|
16.2K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.12K- 5.33% |
$89.4K - $103K
|
19.9K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.19K- 87.11% |
$95.2K - $110K
|
176
$15.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.2K- 10.72% |
$95.7K - $110K
|
9.96K
$893K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.21K- 7.8% |
$97K - $112K
|
14.3K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.25K- 4.7% |
$99.8K - $115K
|
25.3K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.28K- 1.92% |
$102K - $118K
|
65.3K
$5.86M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.3K- 30.93% |
$104K - $120K
|
2.91K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.31K- 2.59% |
$105K - $121K
|
49.2K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.34K- 0.64% |
$107K - $124K
|
209K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.36K- 29.77% |
$109K - $126K
|
3.21K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.37K- 1.28% |
$110K - $127K
|
106K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 2.22% |
$116K - $134K
|
63.9K
$5.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.47K- 1.63% |
$117K - $136K
|
88.3K
$7.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.49K- 32.55% |
$119K - $138K
|
3.09K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.49K- 28.49% |
$120K - $138K
|
3.75K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.52K- 72.33% |
$122K - $140K
|
581
$52.1K
|