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 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.41K- 11.68% |
$193K - $222K
|
18.2K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.56K- 12.3% |
$205K - $236K
|
18.2K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.65K- 1.16% |
$212K - $244K
|
225K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-2.69K- 3.91% |
$215K - $249K
|
66.1K
$5.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 3.43% |
$219K - $253K
|
77.1K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.98K- 6.86% |
$239K - $276K
|
40.5K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.07K- 5.92% |
$246K - $284K
|
48.8K
$3.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.19K- 5.12% |
$256K - $295K
|
59.1K
$4.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.3K- 14.9% |
$264K - $305K
|
18.8K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 0.62% |
$297K - $343K
|
598K
$45.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4.7K- 1.25% |
$377K - $435K
|
372K
$28.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-4.81K- 7.54% |
$385K - $445K
|
59K
$4.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.42K- 64.98% |
$434K - $500K
|
2.92K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-5.69K- 15.29% |
$455K - $525K
|
31.5K
$2.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-5.74K- 16.92% |
$459K - $530K
|
28.2K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.82K- 7.25% |
$466K - $538K
|
74.4K
$5.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.9K- 56.72% |
$472K - $545K
|
4.5K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-6.47K- 3.49% |
$518K - $598K
|
179K
$13.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-6.63K- 72.42% |
$530K - $612K
|
2.52K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.74K- 1.44% |
$539K - $623K
|
462K
$35.4M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-6.84K- 1.65% |
$547K - $632K
|
407K
$31.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.09K- 3.49% |
$568K - $655K
|
196K
$15M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-8.14K- 9.04% |
$652K - $752K
|
81.9K
$6.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8.52K- 3.09% |
$682K - $787K
|
267K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-8.58K- 4.21% |
$687K - $793K
|
195K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-9.18K- 10.36% |
$735K - $848K
|
79.4K
$6.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-9.4K- 80.67% |
$753K - $869K
|
2.25K
$173K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-12K- 51.96% |
$964K - $1.11M
|
11.1K
$853K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.1K- 19.17% |
$1.12M - $1.3M
|
59.2K
$4.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.5K- 3.53% |
$1.32M - $1.52M
|
450K
$34.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-26.8K- 71.16% |
$2.14M - $2.47M
|
10.8K
$831K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-28K- 46.89% |
$2.24M - $2.59M
|
31.7K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-29.2K- 11.74% |
$2.34M - $2.7M
|
220K
$16.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-32.9K- 11.97% |
$2.63M - $3.04M
|
242K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-43.2K- 40.28% |
$3.46M - $3.99M
|
64.1K
$4.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63.8K- 14.73% |
$5.11M - $5.9M
|
369K
$28.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-67.5K- 5.56% |
$5.4M - $6.23M
|
1.14M
$87.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-105K- 17.46% |
$8.43M - $9.73M
|
498K
$38.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-114K- 71.91% |
$9.1M - $10.5M
|
44.4K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-123K- 49.1% |
$9.83M - $11.4M
|
127K
$9.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-163K- 75.98% |
$13M - $15M
|
51.5K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-264K- 24.04% |
$21.1M - $24.4M
|
834K
$63.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-280K- 25.16% |
$22.4M - $25.9M
|
833K
$63.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.19M- 36.92% |
$95.4M - $110M
|
2.04M
$156M
|