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 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-17.4K- 77.86% |
$1.39M - $1.6M
|
4.93K
$442K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-18.3K- 1.55% |
$1.47M - $1.69M
|
1.17M
$105M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.5K- 36.65% |
$1.48M - $1.71M
|
32K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-19.3K- 69.37% |
$1.54M - $1.78M
|
8.51K
$763K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-21.2K- 7.13% |
$1.7M - $1.96M
|
276K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-21.9K- 88.06% |
$1.75M - $2.02M
|
2.97K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22.1K- 6.13% |
$1.77M - $2.04M
|
338K
$30.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-22.4K- 59.02% |
$1.79M - $2.07M
|
15.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-24.6K- 73.5% |
$1.97M - $2.27M
|
8.88K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.9K- 26.17% |
$2M - $2.3M
|
70.4K
$6.31M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-26.4K- 55.22% |
$2.11M - $2.44M
|
21.4K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-26.8K- 71.16% |
$2.14M - $2.47M
|
10.8K
$973K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-27.5K- 2.13% |
$2.2M - $2.54M
|
1.26M
$113M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-28K- 46.89% |
$2.24M - $2.59M
|
31.7K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-29.2K- 19.41% |
$2.33M - $2.69M
|
121K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-29.2K- 11.74% |
$2.34M - $2.7M
|
220K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-31.9K- 58.71% |
$2.55M - $2.95M
|
22.4K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-32.9K- 11.97% |
$2.63M - $3.04M
|
242K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-33.6K- 37.21% |
$2.69M - $3.1M
|
56.6K
$5.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-33.6K- 70.98% |
$2.69M - $3.1M
|
13.7K
$1.23M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34.3K- 10.98% |
$2.74M - $3.17M
|
278K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-39.1K- 37.06% |
$3.13M - $3.61M
|
66.4K
$5.96M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40.4K- 4.64% |
$3.23M - $3.73M
|
830K
$74.4M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-40.7K- 82.2% |
$3.26M - $3.76M
|
8.81K
$790K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-41.2K- 5.66% |
$3.3M - $3.81M
|
686K
$61.5M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-41.5K- 11.15% |
$3.32M - $3.83M
|
331K
$29.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-42.6K- 6.27% |
$3.41M - $3.93M
|
636K
$57.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-43.2K- 40.28% |
$3.46M - $3.99M
|
64.1K
$5.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-46.5K- 25.83% |
$3.72M - $4.3M
|
134K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-48.3KClosed |
$3.87M - $4.47M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-48.7K- 15.98% |
$3.9M - $4.5M
|
256K
$23M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-49.4K- 79.8% |
$3.96M - $4.57M
|
12.5K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-49.8K- 86.44% |
$3.99M - $4.6M
|
7.82K
$701K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-50.8K- 94.48% |
$4.07M - $4.69M
|
2.97K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-54.5K- 2.28% |
$4.36M - $5.03M
|
2.34M
$210M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54.5K- 44.66% |
$4.36M - $5.04M
|
67.6K
$6.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56.9K- 15.75% |
$4.55M - $5.25M
|
304K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-62.1K- 46.08% |
$4.97M - $5.74M
|
72.7K
$6.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63.8K- 14.73% |
$5.11M - $5.9M
|
369K
$33.1M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-65.1K- 37.14% |
$5.21M - $6.01M
|
110K
$9.88M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-65.3K- 29.02% |
$5.23M - $6.03M
|
160K
$14.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.5K- 5.56% |
$5.4M - $6.23M
|
1.14M
$103M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68.4K- 10.79% |
$5.48M - $6.32M
|
566K
$50.8M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-72.2KClosed |
$5.78M - $6.67M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-72.7K- 37.36% |
$5.82M - $6.71M
|
122K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-73.6K- 68.4% |
$5.89M - $6.8M
|
34K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-81.5K- 85.98% |
$6.52M - $7.53M
|
13.3K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-85.7K- 82.02% |
$6.86M - $7.92M
|
18.8K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-96.4K- 13.02% |
$7.72M - $8.91M
|
645K
$57.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-105K- 17.46% |
$8.43M - $9.73M
|
498K
$44.7M
|