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 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70.7K+ 137.48% |
$5.66M - $6.53M
|
122K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
67.6K+ 60.42% |
$5.41M - $6.24M
|
179K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
66.4K+ 7.61% |
$5.32M - $6.14M
|
940K
$84.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
61.8K+ 27.96% |
$4.95M - $5.71M
|
283K
$25.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
61.1K+ 27.61% |
$4.89M - $5.64M
|
282K
$25.3M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
59.2K+ 36.55% |
$4.74M - $5.47M
|
221K
$19.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
58K+ 48.0% |
$4.64M - $5.36M
|
179K
$16M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.8K+ 49.21% |
$4.63M - $5.34M
|
175K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
56.9K+ 27.84% |
$4.55M - $5.26M
|
261K
$23.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.9K+ 331.79% |
$4.47M - $5.16M
|
72.7K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55.6K+ 11.4% |
$4.45M - $5.14M
|
544K
$48.8M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55.4K+ 8.48% |
$4.43M - $5.11M
|
708K
$63.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.4K+ 2.92% |
$4.36M - $5.03M
|
1.92M
$172M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
54.2KNew |
$4.34M - $5M
|
54.2K
$4.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
53.3KNew |
$4.27M - $4.93M
|
53.3K
$4.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
52.7K+ 12.84% |
$4.22M - $4.87M
|
463K
$41.5M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
50KNew |
$4M - $4.62M
|
50K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
49.6K+ 204.45% |
$3.97M - $4.59M
|
73.9K
$6.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.2K+ 677.26% |
$3.94M - $4.55M
|
56.5K
$5.07M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
46.7K+ 19.2% |
$3.74M - $4.31M
|
290K
$26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46K+ 10795.54% |
$3.68M - $4.25M
|
46.4K
$4.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
45.5K+ 8.88% |
$3.64M - $4.2M
|
558K
$50M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
42.4K+ 44.38% |
$3.4M - $3.92M
|
138K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
41.7KNew |
$3.34M - $3.85M
|
41.7K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
41.2K+ 2.98% |
$3.3M - $3.81M
|
1.42M
$128M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.2K+ 7.72% |
$3.06M - $3.53M
|
533K
$47.8M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
38.2K+ 1.92% |
$3.06M - $3.53M
|
2.03M
$182M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
37.9K+ 13.04% |
$3.03M - $3.5M
|
328K
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
37.4KNew |
$3M - $3.46M
|
37.4K
$3.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
36.3KNew |
$2.91M - $3.36M
|
36.3K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.5K+ 61.82% |
$2.85M - $3.28M
|
93K
$8.35M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
35.2KNew |
$2.82M - $3.25M
|
35.2K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
33.9K+ 11.33% |
$2.72M - $3.13M
|
333K
$29.9M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
33.2K+ 2.3% |
$2.66M - $3.06M
|
1.47M
$132M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
33KNew |
$2.64M - $3.05M
|
33K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.9K+ 4.84% |
$2.64M - $3.04M
|
714K
$64M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.9K+ 0.89% |
$2.63M - $3.04M
|
3.71M
$333M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
32.2K+ 5.96% |
$2.58M - $2.98M
|
574K
$51.5M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
32.2K+ 312.82% |
$2.58M - $2.98M
|
42.5K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.7K+ 1.51% |
$2.54M - $2.93M
|
2.13M
$191M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
31.7K+ 55.75% |
$2.54M - $2.93M
|
88.5K
$7.94M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
31.3K+ 74.84% |
$2.51M - $2.89M
|
73.2K
$6.56M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31K+ 67.64% |
$2.48M - $2.87M
|
76.9K
$6.9M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
30.8K+ 8.29% |
$2.47M - $2.85M
|
403K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
30.1KNew |
$2.41M - $2.78M
|
30.1K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.1K+ 36.92% |
$2.33M - $2.69M
|
108K
$9.69M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
28.6K+ 91.01% |
$2.29M - $2.64M
|
60K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
28KNew |
$2.24M - $2.59M
|
28K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
27.8K+ 135.26% |
$2.23M - $2.57M
|
48.4K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
27.5K+ 60.83% |
$2.2M - $2.54M
|
72.7K
$6.52M
|