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 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-234- 6.48% |
$18.7K - $21.6K
|
3.38K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-282- 1.28% |
$22.6K - $26.1K
|
21.8K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-287- 5.02% |
$23K - $26.5K
|
5.44K
$435K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-306- 0.36% |
$24.5K - $28.3K
|
85.2K
$6.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-334- 3.07% |
$26.7K - $30.9K
|
10.5K
$845K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-347- 0.3% |
$27.8K - $32.1K
|
115K
$9.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-518- 3.09% |
$41.5K - $47.9K
|
16.2K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-589- 1.73% |
$47.1K - $54.4K
|
33.4K
$2.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-593- 11.8% |
$47.5K - $54.8K
|
4.43K
$355K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-671- 1.65% |
$53.7K - $62K
|
40.1K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-745- 0.74% |
$59.6K - $68.8K
|
99.5K
$7.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-754- 5.23% |
$60.4K - $69.7K
|
13.7K
$1.09M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 0.71% |
$68.6K - $79.2K
|
120K
$9.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.57K- 4.65% |
$125K - $145K
|
32.1K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.63K- 1.74% |
$130K - $151K
|
92.2K
$7.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.77K- 13.59% |
$142K - $164K
|
11.3K
$902K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.79K- 0.94% |
$144K - $166K
|
190K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.8K- 35.19% |
$144K - $166K
|
3.31K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 29.48% |
$164K - $190K
|
4.91K
$394K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.28K- 1.13% |
$182K - $210K
|
200K
$16M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.56K- 12.3% |
$205K - $236K
|
18.2K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.65K- 1.16% |
$212K - $244K
|
225K
$18M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.19K- 5.12% |
$256K - $295K
|
59.1K
$4.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4.7K- 1.25% |
$377K - $435K
|
372K
$29.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-5.74K- 16.92% |
$459K - $530K
|
28.2K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.47K- 3.49% |
$518K - $598K
|
179K
$14.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.09K- 3.49% |
$568K - $655K
|
196K
$15.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-8.14K- 9.04% |
$652K - $752K
|
81.9K
$6.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8.52K- 3.09% |
$682K - $787K
|
267K
$21.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-9.18K- 10.36% |
$735K - $848K
|
79.4K
$6.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-9.4K- 80.67% |
$753K - $869K
|
2.25K
$181K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.5K- 3.53% |
$1.32M - $1.52M
|
450K
$36M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-26.8K- 71.16% |
$2.14M - $2.47M
|
10.8K
$869K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-43.2K- 40.28% |
$3.46M - $3.99M
|
64.1K
$5.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.5K- 5.56% |
$5.4M - $6.23M
|
1.14M
$91.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-105K- 17.46% |
$8.43M - $9.73M
|
498K
$39.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-114K- 71.91% |
$9.1M - $10.5M
|
44.4K
$3.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-163K- 75.98% |
$13M - $15M
|
51.5K
$4.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.19M- 36.92% |
$95.4M - $110M
|
2.04M
$163M
|