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 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
26.2K+ 55.36% |
$2.09M - $2.42M
|
73.4K
$6.58M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
25.7KNew |
$2.06M - $2.38M
|
25.7K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
24.9KNew |
$1.99M - $2.3M
|
24.9K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
24.1K+ 26.09% |
$1.93M - $2.22M
|
116K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
23.9KNew |
$1.91M - $2.21M
|
23.9K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
23.8KNew |
$1.91M - $2.2M
|
23.8K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
23.5K+ 9.35% |
$1.88M - $2.17M
|
275K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$1.88M - $2.17M
|
23.4K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
22.8KNew |
$1.82M - $2.1M
|
22.8K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.2K+ 327.43% |
$1.78M - $2.05M
|
29K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.1K+ 14.34% |
$1.77M - $2.04M
|
176K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.1K+ 9.3% |
$1.77M - $2.04M
|
259K
$23.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
21.7K+ 21.67% |
$1.74M - $2.01M
|
122K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
21.1K+ 37.02% |
$1.69M - $1.95M
|
78K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.2K+ 2.68% |
$1.62M - $1.87M
|
776K
$69.6M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
20.1K+ 14.91% |
$1.61M - $1.85M
|
155K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
19.6K+ 205.91% |
$1.57M - $1.81M
|
29.2K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19.6K+ 24.92% |
$1.57M - $1.81M
|
98.1K
$8.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
19.5K+ 9.44% |
$1.56M - $1.8M
|
227K
$20.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
19.3K+ 226.47% |
$1.54M - $1.78M
|
27.8K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
19.2K+ 6.47% |
$1.54M - $1.77M
|
316K
$28.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
19.1K+ 24.6% |
$1.53M - $1.76M
|
96.6K
$8.66M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
18.1K+ 308.17% |
$1.45M - $1.67M
|
24K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
17.8K+ 6.63% |
$1.43M - $1.65M
|
287K
$25.8M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
17.8K+ 6.57% |
$1.42M - $1.64M
|
289K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.5KNew |
$1.4M - $1.62M
|
17.5K
$1.57M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
17.5K+ 93.91% |
$1.4M - $1.62M
|
36.2K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
17.4K+ 6.72% |
$1.4M - $1.61M
|
277K
$24.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
17K+ 3.24% |
$1.36M - $1.57M
|
541K
$48.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
16.9K+ 131.97% |
$1.35M - $1.56M
|
29.6K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
16.6K+ 15.21% |
$1.33M - $1.54M
|
126K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16.3K+ 12.38% |
$1.31M - $1.51M
|
148K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16.2K+ 3.82% |
$1.3M - $1.5M
|
441K
$39.6M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.8K+ 199.22% |
$1.26M - $1.46M
|
23.7K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
15.4K+ 3.62% |
$1.23M - $1.42M
|
441K
$39.6M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
15.3K+ 2.27% |
$1.23M - $1.42M
|
689K
$61.8M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
15.1KNew |
$1.21M - $1.4M
|
15.1K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1K+ 14.55% |
$1.21M - $1.4M
|
119K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.1K+ 5.83% |
$1.21M - $1.39M
|
274K
$24.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15.1K+ 3.92% |
$1.2M - $1.39M
|
399K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.9K+ 381.13% |
$1.19M - $1.38M
|
18.8K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 4.32% |
$1.17M - $1.35M
|
352K
$31.6M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
14.6K+ 4.88% |
$1.17M - $1.35M
|
313K
$28.1M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
14.2K+ 6.61% |
$1.13M - $1.31M
|
228K
$20.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.1K+ 16.02% |
$1.13M - $1.31M
|
102K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$1.13M - $1.3M
|
14.1K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.9KNew |
$1.11M - $1.28M
|
13.9K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.7K+ 4.98% |
$1.1M - $1.27M
|
289K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.08M - $1.25M
|
13.5K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
13.3K+ 16.92% |
$1.06M - $1.23M
|
91.8K
$8.23M
|