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 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.63K- 72.42% |
$530K - $612K
|
2.52K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.74K- 1.44% |
$539K - $623K
|
462K
$41.5M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6.84K- 1.65% |
$547K - $632K
|
407K
$36.5M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.95K- 23.58% |
$556K - $642K
|
22.5K
$2.02M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.09K- 3.49% |
$568K - $655K
|
196K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-8.09K- 22.58% |
$648K - $747K
|
27.7K
$2.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-8.14K- 9.04% |
$652K - $752K
|
81.9K
$7.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-8.16K- 17.52% |
$653K - $754K
|
38.4K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-8.45K- 18.13% |
$677K - $781K
|
38.2K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-8.47K- 3.43% |
$678K - $782K
|
238K
$21.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8.52K- 3.09% |
$682K - $787K
|
267K
$24M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-8.57K- 31.45% |
$686K - $792K
|
18.7K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-8.58K- 4.21% |
$687K - $793K
|
195K
$17.5M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-8.59K- 9.56% |
$688K - $794K
|
81.3K
$7.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-9.11K- 7.76% |
$729K - $841K
|
108K
$9.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-9.18K- 10.36% |
$735K - $848K
|
79.4K
$7.12M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9.24K- 40.47% |
$740K - $854K
|
13.6K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-9.26K- 13.25% |
$741K - $855K
|
60.6K
$5.44M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-9.36K- 5.51% |
$749K - $865K
|
161K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-9.37K- 26.51% |
$750K - $865K
|
26K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-9.4K- 80.67% |
$753K - $869K
|
2.25K
$202K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.64K- 52.14% |
$772K - $891K
|
8.85K
$794K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-10.9K- 10.5% |
$872K - $1.01M
|
92.8K
$8.33M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-11.3K- 15.13% |
$905K - $1.04M
|
63.4K
$5.68M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.5K- 37.33% |
$919K - $1.06M
|
19.3K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-11.8K- 9.02% |
$944K - $1.09M
|
119K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 22.3% |
$950K - $1.1M
|
41.3K
$3.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-12K- 51.96% |
$964K - $1.11M
|
11.1K
$999K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 10.88% |
$1M - $1.16M
|
103K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-12.5K- 65.25% |
$1M - $1.16M
|
6.68K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.8K- 17.06% |
$1.02M - $1.18M
|
62.1K
$5.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13K- 3.48% |
$1.04M - $1.2M
|
360K
$32.3M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-13.2K- 20.34% |
$1.05M - $1.22M
|
51.5K
$4.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-13.2K- 5.23% |
$1.05M - $1.22M
|
239K
$21.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-13.5K- 66.3% |
$1.08M - $1.24M
|
6.84K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.6KClosed |
$1.08M - $1.25M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.7K- 71.36% |
$1.1M - $1.26M
|
5.49K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14K- 3.38% |
$1.12M - $1.29M
|
401K
$35.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.1K- 19.17% |
$1.12M - $1.3M
|
59.2K
$5.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-14.8K- 11.44% |
$1.18M - $1.37M
|
114K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-15.3K- 28.58% |
$1.22M - $1.41M
|
38.2K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.9K- 7.22% |
$1.28M - $1.47M
|
205K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-16.2K- 14.3% |
$1.3M - $1.5M
|
97.2K
$8.72M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-16.4K- 14.97% |
$1.32M - $1.52M
|
93.4K
$8.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.5K- 3.53% |
$1.32M - $1.52M
|
450K
$40.3M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-16.7K- 2.0% |
$1.34M - $1.54M
|
817K
$73.3M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-16.8K- 1.12% |
$1.35M - $1.56M
|
1.48M
$133M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-17K- 7.21% |
$1.36M - $1.57M
|
218K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.1K- 0.58% |
$1.37M - $1.58M
|
2.91M
$261M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.3K- 69.33% |
$1.39M - $1.6M
|
7.67K
$688K
|