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 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
6.59K+ 10.24% |
$528K - $609K
|
71K
$6.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.53K+ 22.21% |
$523K - $603K
|
35.9K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
6.43KNew |
$515K - $594K
|
6.43K
$577K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.27KNew |
$502K - $579K
|
6.27K
$562K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.07KNew |
$486K - $561K
|
6.07K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.95K+ 3.75% |
$476K - $549K
|
165K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.85K+ 109.2% |
$468K - $541K
|
11.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.63K+ 71.04% |
$451K - $520K
|
13.6K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.55K+ 169.63% |
$444K - $512K
|
8.82K
$791K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.48K+ 1.7% |
$439K - $506K
|
328K
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.41K+ 62.76% |
$433K - $500K
|
14K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5.35KNew |
$428K - $494K
|
5.35K
$480K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.26K+ 12.55% |
$421K - $486K
|
47.2K
$4.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.05K+ 101060.0% |
$404K - $467K
|
5.06K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 10.17% |
$402K - $464K
|
54.4K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.02K+ 7.44% |
$402K - $464K
|
72.5K
$6.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.9K+ 1.88% |
$392K - $453K
|
266K
$23.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4.87K+ 5.15% |
$390K - $450K
|
99.4K
$8.92M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.84K+ 141.71% |
$387K - $447K
|
8.25K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.81K+ 6.98% |
$385K - $444K
|
73.7K
$6.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
4.75K+ 20.25% |
$380K - $438K
|
28.2K
$2.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.71K+ 4.71% |
$377K - $435K
|
105K
$9.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.63K+ 1.46% |
$371K - $428K
|
322K
$28.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.63K+ 2.25% |
$370K - $427K
|
210K
$18.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.54K+ 12.4% |
$364K - $420K
|
41.2K
$3.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.51K+ 1.72% |
$361K - $416K
|
267K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.49K+ 154.14% |
$359K - $415K
|
7.4K
$664K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.42K+ 2.97% |
$354K - $409K
|
153K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.41KNew |
$353K - $407K
|
4.41K
$395K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.34K+ 35.15% |
$348K - $401K
|
16.7K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$347K - $400K
|
4.33K
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4.23K+ 1.33% |
$339K - $391K
|
323K
$29M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.21K+ 46.93% |
$337K - $389K
|
13.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.21K+ 1.36% |
$337K - $389K
|
313K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
4.18K+ 3.51% |
$335K - $386K
|
123K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.09KNew |
$328K - $378K
|
4.09K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.08K+ 5.21% |
$327K - $377K
|
82.4K
$7.39M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.08K+ 9.42% |
$326K - $377K
|
47.3K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
4.02K+ 7.35% |
$322K - $372K
|
58.7K
$5.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.02K+ 24.81% |
$322K - $371K
|
20.2K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.97K+ 25.09% |
$318K - $367K
|
19.8K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.94K+ 38.89% |
$315K - $364K
|
14.1K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.8KNew |
$304K - $351K
|
3.8K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.76K+ 10.88% |
$301K - $348K
|
38.4K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.76K+ 10.54% |
$301K - $347K
|
39.4K
$3.53M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.75K+ 29.13% |
$301K - $347K
|
16.6K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.68K+ 3.83% |
$294K - $340K
|
99.6K
$8.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.65K+ 2.52% |
$292K - $337K
|
148K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.64K+ 0.78% |
$291K - $336K
|
467K
$41.9M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.54K+ 2.31% |
$283K - $327K
|
157K
$14.1M
|