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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.1K+ 2.26% |
$1.05M - $1.21M
|
594K
$53.3M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
12.8KNew |
$1.02M - $1.18M
|
12.8K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12.6K+ 7.58% |
$1.01M - $1.17M
|
179K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5K+ 3.57% |
$1M - $1.16M
|
363K
$32.6M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.5K+ 60.55% |
$1M - $1.15M
|
33.1K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.3KNew |
$983K - $1.13M
|
12.3K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 38.72% |
$955K - $1.1M
|
42.7K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9K+ 6.67% |
$953K - $1.1M
|
190K
$17.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.9K+ 29.99% |
$952K - $1.1M
|
51.6K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
11.5K+ 10.83% |
$924K - $1.07M
|
118K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
11.4K+ 123.66% |
$916K - $1.06M
|
20.7K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11.4K+ 32.79% |
$915K - $1.06M
|
46.3K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
11.3K+ 26.73% |
$901K - $1.04M
|
53.4K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.9K+ 77.97% |
$876K - $1.01M
|
25K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 7.59% |
$860K - $992K
|
152K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.7K+ 23.33% |
$855K - $987K
|
56.5K
$5.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.3K+ 88.85% |
$828K - $956K
|
22K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 6.09% |
$827K - $954K
|
180K
$16.1M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
10.2K+ 6.88% |
$817K - $943K
|
159K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.2K+ 45.66% |
$815K - $940K
|
32.5K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 185.24% |
$807K - $931K
|
15.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
9.96K+ 16.13% |
$797K - $920K
|
71.7K
$6.43M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
9.67KNew |
$774K - $893K
|
9.67K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.65KNew |
$772K - $891K
|
9.65K
$865K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.14K+ 132.97% |
$732K - $845K
|
16K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.76K+ 15.81% |
$701K - $809K
|
64.2K
$5.75M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
8.26KNew |
$661K - $763K
|
8.26K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
8.2K+ 2.49% |
$657K - $758K
|
338K
$30.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
8.03K+ 28.69% |
$643K - $742K
|
36K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.01K+ 310.26% |
$641K - $740K
|
10.6K
$950K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.99K+ 0.86% |
$640K - $738K
|
942K
$84.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
7.95K+ 3.67% |
$637K - $735K
|
225K
$20.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
7.81K+ 3.2% |
$625K - $721K
|
252K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.76K+ 10.73% |
$621K - $717K
|
80.1K
$7.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.65K+ 15.8% |
$612K - $706K
|
56K
$5.03M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.64K+ 9.85% |
$612K - $706K
|
85.2K
$7.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.61K+ 17.44% |
$609K - $703K
|
51.2K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.51K+ 51.94% |
$601K - $693K
|
22K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.26KNew |
$581K - $671K
|
7.26K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7.25K+ 1.81% |
$580K - $670K
|
407K
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.18K+ 22.53% |
$575K - $663K
|
39K
$3.5M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.13K+ 11.36% |
$571K - $659K
|
69.9K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.11K+ 48.77% |
$569K - $657K
|
21.7K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.06K+ 80.89% |
$565K - $652K
|
15.8K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7.03KNew |
$563K - $650K
|
7.03K
$631K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.02K+ 10.73% |
$562K - $648K
|
72.5K
$6.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
6.96K+ 3.57% |
$557K - $643K
|
202K
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.81K+ 2.39% |
$545K - $629K
|
292K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6.72K+ 14.46% |
$538K - $621K
|
53.2K
$4.77M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.67K+ 2.46% |
$534K - $616K
|
278K
$24.9M
|