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 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-43.2K- 40.28% |
$3.46M - $3.99M
|
64.1K
$6.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-46.5K- 25.83% |
$3.72M - $4.3M
|
134K
$13.9M
|
|
|
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
$26.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-49.4K- 79.8% |
$3.96M - $4.57M
|
12.5K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-49.8K- 86.44% |
$3.99M - $4.6M
|
7.82K
$811K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-50.8K- 94.48% |
$4.07M - $4.69M
|
2.97K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-54.5K- 2.28% |
$4.36M - $5.03M
|
2.34M
$243M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-54.5K- 44.66% |
$4.36M - $5.04M
|
67.6K
$7.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-56.9K- 15.75% |
$4.55M - $5.25M
|
304K
$31.5M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-62.1K- 46.08% |
$4.97M - $5.74M
|
72.7K
$7.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63.8K- 14.73% |
$5.11M - $5.9M
|
369K
$38.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-65.1K- 37.14% |
$5.21M - $6.01M
|
110K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-65.3K- 29.02% |
$5.23M - $6.03M
|
160K
$16.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.5K- 5.56% |
$5.4M - $6.23M
|
1.14M
$119M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68.4K- 10.79% |
$5.48M - $6.32M
|
566K
$58.7M
|
|
|
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
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-73.6K- 68.4% |
$5.89M - $6.8M
|
34K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-81.5K- 85.98% |
$6.52M - $7.53M
|
13.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-85.7K- 82.02% |
$6.86M - $7.92M
|
18.8K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-96.4K- 13.02% |
$7.72M - $8.91M
|
645K
$66.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-105K- 17.46% |
$8.43M - $9.73M
|
498K
$51.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-114K- 71.91% |
$9.1M - $10.5M
|
44.4K
$4.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-123K- 49.1% |
$9.83M - $11.4M
|
127K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-135K- 10.08% |
$10.8M - $12.4M
|
1.2M
$125M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-139K- 43.67% |
$11.1M - $12.9M
|
179K
$18.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-141K- 4.69% |
$11.3M - $13M
|
2.85M
$296M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-141K- 23.5% |
$11.3M - $13M
|
459K
$47.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-163K- 75.98% |
$13M - $15M
|
51.5K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-163K- 36.81% |
$13.1M - $15.1M
|
280K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-168K- 4.2% |
$13.5M - $15.6M
|
3.84M
$398M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-173K- 67.42% |
$13.9M - $16M
|
83.6K
$8.67M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-184K- 7.91% |
$14.7M - $17M
|
2.14M
$222M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-192K- 88.54% |
$15.4M - $17.7M
|
24.8K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-207K- 8.66% |
$16.5M - $19.1M
|
2.18M
$226M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-217K- 65.33% |
$17.4M - $20M
|
115K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-235K- 9.57% |
$18.8M - $21.7M
|
2.22M
$230M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-252K- 12.36% |
$20.2M - $23.3M
|
1.79M
$185M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-263K- 59.77% |
$21.1M - $24.3M
|
177K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-264K- 24.04% |
$21.1M - $24.4M
|
834K
$86.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-280K- 25.16% |
$22.4M - $25.9M
|
833K
$86.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-311K- 97.24% |
$24.9M - $28.7M
|
8.82K
$915K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-312K- 23.3% |
$25M - $28.8M
|
1.03M
$107M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-362K- 25.42% |
$29M - $33.5M
|
1.06M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-366K- 40.86% |
$29.3M - $33.8M
|
530K
$55M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-422K- 31.47% |
$33.8M - $39M
|
920K
$95.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-430K- 2.14% |
$34.4M - $39.8M
|
19.7M
$2.04B
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-564K- 20.2% |
$45.2M - $52.1M
|
2.23M
$231M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-663K- 54.0% |
$53.1M - $61.3M
|
565K
$58.6M
|