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 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-960K- 17.24% |
$76.9M - $88.7M
|
4.61M
$478M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.03M- 8.41% |
$82.5M - $95.2M
|
11.2M
$1.16B
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.19M- 36.92% |
$95.4M - $110M
|
2.04M
$211M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.38M- 95.23% |
$110M - $127M
|
69.1K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.38M- 95.23% |
$110M - $127M
|
69.1K
$7.17M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.58M- 98.82% |
$126M - $146M
|
18.8K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.64M- 62.67% |
$211M - $244M
|
1.57M
$163M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3.6M- 99.72% |
$289M - $333M
|
9.97K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.1M- 65.79% |
$887M - $1.02B
|
5.76M
$597M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-15.8M- 98.76% |
$1.27B - $1.46B
|
199K
$20.7M
|