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 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-114K- 71.91% |
$9.1M - $10.5M
|
44.4K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-123K- 49.1% |
$9.83M - $11.4M
|
127K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-135K- 10.08% |
$10.8M - $12.4M
|
1.2M
$108M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-139K- 43.67% |
$11.1M - $12.9M
|
179K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-141K- 4.69% |
$11.3M - $13M
|
2.85M
$256M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-141K- 23.5% |
$11.3M - $13M
|
459K
$41.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-163K- 75.98% |
$13M - $15M
|
51.5K
$4.62M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-163K- 36.81% |
$13.1M - $15.1M
|
280K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-168K- 4.2% |
$13.5M - $15.6M
|
3.84M
$344M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-173K- 67.42% |
$13.9M - $16M
|
83.6K
$7.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-184K- 7.91% |
$14.7M - $17M
|
2.14M
$192M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-192K- 88.54% |
$15.4M - $17.7M
|
24.8K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-207K- 8.66% |
$16.5M - $19.1M
|
2.18M
$196M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-217K- 65.33% |
$17.4M - $20M
|
115K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-235K- 9.57% |
$18.8M - $21.7M
|
2.22M
$199M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-252K- 12.36% |
$20.2M - $23.3M
|
1.79M
$160M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-263K- 59.77% |
$21.1M - $24.3M
|
177K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-264K- 24.04% |
$21.1M - $24.4M
|
834K
$74.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-280K- 25.16% |
$22.4M - $25.9M
|
833K
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-311K- 97.24% |
$24.9M - $28.7M
|
8.82K
$791K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-312K- 23.3% |
$25M - $28.8M
|
1.03M
$92.1M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-362K- 25.42% |
$29M - $33.5M
|
1.06M
$95.3M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-366K- 40.86% |
$29.3M - $33.8M
|
530K
$47.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-422K- 31.47% |
$33.8M - $39M
|
920K
$82.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-430K- 2.14% |
$34.4M - $39.8M
|
19.7M
$1.77B
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-564K- 20.2% |
$45.2M - $52.1M
|
2.23M
$200M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-663K- 54.0% |
$53.1M - $61.3M
|
565K
$50.7M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-960K- 17.24% |
$76.9M - $88.7M
|
4.61M
$413M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.03M- 8.41% |
$82.5M - $95.2M
|
11.2M
$1.01B
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.19M- 36.92% |
$95.4M - $110M
|
2.04M
$183M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.38M- 95.23% |
$110M - $127M
|
69.1K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.58M- 98.82% |
$126M - $146M
|
18.8K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.64M- 62.67% |
$211M - $244M
|
1.57M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.6M- 99.72% |
$289M - $333M
|
9.97K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1M- 65.79% |
$887M - $1.02B
|
5.76M
$516M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-15.8M- 98.76% |
$1.27B - $1.46B
|
199K
$17.9M
|