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 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.55K- 1.51% |
$124K - $143K
|
101K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.56K- 26.89% |
$125K - $144K
|
4.25K
$381K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.57K- 4.65% |
$125K - $145K
|
32.1K
$2.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.63K- 28.27% |
$130K - $150K
|
4.12K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.63K- 17.63% |
$130K - $150K
|
7.6K
$682K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.63K- 1.74% |
$130K - $151K
|
92.2K
$8.27M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.65K- 32.97% |
$132K - $152K
|
3.35K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.66K- 1.94% |
$133K - $153K
|
83.8K
$7.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.67K- 3.98% |
$134K - $155K
|
40.4K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.69K- 35.74% |
$135K - $156K
|
3.03K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.7K- 11.5% |
$136K - $157K
|
13.1K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-1.72K- 10.41% |
$138K - $159K
|
14.8K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.76K- 0.89% |
$141K - $162K
|
196K
$17.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 6.43% |
$141K - $162K
|
25.6K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.77K- 13.59% |
$142K - $164K
|
11.3K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.77K- 5.23% |
$142K - $164K
|
32.2K
$2.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.78K- 34.88% |
$143K - $165K
|
3.33K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.79K- 0.43% |
$143K - $165K
|
410K
$36.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.79K- 0.94% |
$144K - $166K
|
190K
$17M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.8K- 35.19% |
$144K - $166K
|
3.31K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 3.36% |
$145K - $167K
|
52K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.82K- 26.57% |
$146K - $168K
|
5.04K
$452K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.83K- 2.62% |
$147K - $169K
|
68.3K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.84K- 18.3% |
$147K - $170K
|
8.22K
$737K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.91K- 0.99% |
$153K - $176K
|
191K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.98K- 3.33% |
$159K - $183K
|
57.7K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-2.04K- 23.75% |
$163K - $188K
|
6.54K
$586K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 29.48% |
$164K - $190K
|
4.91K
$441K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.09K- 7.62% |
$167K - $193K
|
25.3K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-2.11K- 5.87% |
$169K - $195K
|
33.8K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.14K- 13.72% |
$171K - $198K
|
13.5K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2.25K- 95.58% |
$180K - $208K
|
104
$9.33K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.28K- 1.13% |
$182K - $210K
|
200K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.3K- 94.96% |
$184K - $212K
|
122
$10.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.33K- 3.21% |
$186K - $215K
|
70.1K
$6.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.38K- 6.25% |
$190K - $220K
|
35.6K
$3.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.41K- 11.68% |
$193K - $222K
|
18.2K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.41K- 15.28% |
$193K - $222K
|
13.3K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.56K- 12.3% |
$205K - $236K
|
18.2K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.65K- 1.16% |
$212K - $244K
|
225K
$20.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-2.69K- 3.91% |
$215K - $249K
|
66.1K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.7K- 13.64% |
$216K - $249K
|
17.1K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.72K- 10.97% |
$217K - $251K
|
22K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 3.43% |
$219K - $253K
|
77.1K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.79K- 16.42% |
$223K - $257K
|
14.2K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.79K- 14.02% |
$223K - $258K
|
17.1K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.81K- 8.41% |
$225K - $260K
|
30.6K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.9K- 3.3% |
$232K - $268K
|
85K
$7.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.91K- 9.51% |
$233K - $269K
|
27.7K
$2.49M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.97K- 5.56% |
$237K - $274K
|
50.4K
$4.52M
|