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 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-251- 0.41% |
$20.1K - $23.2K
|
60.7K
$4.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-253- 18.78% |
$20.3K - $23.4K
|
1.09K
$83.8K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-273- 8.0% |
$21.9K - $25.2K
|
3.14K
$240K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-282- 1.28% |
$22.6K - $26.1K
|
21.8K
$1.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-287- 5.02% |
$23K - $26.5K
|
5.44K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 0.88% |
$23.1K - $26.6K
|
32.3K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-299- 1.82% |
$23.9K - $27.6K
|
16.1K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-306- 0.36% |
$24.5K - $28.3K
|
85.2K
$6.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-333- 1.72% |
$26.7K - $30.8K
|
19K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-334- 3.07% |
$26.7K - $30.9K
|
10.5K
$807K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-347- 0.3% |
$27.8K - $32.1K
|
115K
$8.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-436- 1.01% |
$34.9K - $40.3K
|
42.9K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-513- 90.16% |
$41.1K - $47.4K
|
56
$4.29K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-518- 3.09% |
$41.5K - $47.9K
|
16.2K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-542- 1.22% |
$43.4K - $50.1K
|
44K
$3.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-552- 10.72% |
$44.2K - $51K
|
4.6K
$352K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-589- 1.73% |
$47.1K - $54.4K
|
33.4K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-593- 11.8% |
$47.5K - $54.8K
|
4.43K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-602- 10.54% |
$48.2K - $55.6K
|
5.11K
$391K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-628- 13.86% |
$50.3K - $58K
|
3.9K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-644- 0.64% |
$51.6K - $59.5K
|
100K
$7.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-671- 1.65% |
$53.7K - $62K
|
40.1K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-719- 11.72% |
$57.6K - $66.4K
|
5.42K
$415K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-745- 0.74% |
$59.6K - $68.8K
|
99.5K
$7.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-751- 1.06% |
$60.1K - $69.4K
|
70.1K
$5.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-754- 5.23% |
$60.4K - $69.7K
|
13.7K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-762- 7.22% |
$61K - $70.4K
|
9.79K
$750K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-857- 0.71% |
$68.6K - $79.2K
|
120K
$9.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-984- 26.33% |
$78.8K - $90.9K
|
2.75K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-1.02K- 5.77% |
$81.3K - $93.8K
|
16.6K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.19K- 87.11% |
$95.2K - $110K
|
176
$13.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-1.25K- 4.7% |
$99.8K - $115K
|
25.3K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.34K- 0.64% |
$107K - $124K
|
209K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.37K- 1.28% |
$110K - $127K
|
106K
$8.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-1.47K- 1.63% |
$117K - $136K
|
88.3K
$6.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.57K- 4.65% |
$125K - $145K
|
32.1K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.63K- 28.27% |
$130K - $150K
|
4.12K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.63K- 1.74% |
$130K - $151K
|
92.2K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.67K- 3.98% |
$134K - $155K
|
40.4K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 6.43% |
$141K - $162K
|
25.6K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.76K- 0.89% |
$141K - $162K
|
196K
$15M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.77K- 13.59% |
$142K - $164K
|
11.3K
$862K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.79K- 0.94% |
$144K - $166K
|
190K
$14.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.8K- 35.19% |
$144K - $166K
|
3.31K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.83K- 2.62% |
$147K - $169K
|
68.3K
$5.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.98K- 3.33% |
$159K - $183K
|
57.7K
$4.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 29.48% |
$164K - $190K
|
4.91K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-2.11K- 5.87% |
$169K - $195K
|
33.8K
$2.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.28K- 1.13% |
$182K - $210K
|
200K
$15.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-2.33K- 3.21% |
$186K - $215K
|
70.1K
$5.37M
|