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
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.48K+ 8.94% |
$279K - $322K
|
42.4K
$3.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.45K+ 7.67% |
$276K - $318K
|
48.4K
$4.34M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
3.38K+ 2.24% |
$271K - $312K
|
154K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.29K+ 12.91% |
$263K - $304K
|
28.7K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.19KNew |
$255K - $294K
|
3.19K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.15K+ 2.53% |
$252K - $291K
|
128K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.15K+ 16.35% |
$252K - $291K
|
22.4K
$2.01M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.14K+ 1.15% |
$251K - $290K
|
277K
$24.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 4.77% |
$251K - $290K
|
68.9K
$6.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.07K+ 134.52% |
$246K - $283K
|
5.35K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
3.06K+ 0.49% |
$245K - $283K
|
625K
$56M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.06K+ 7.17% |
$245K - $282K
|
45.7K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.05KNew |
$244K - $282K
|
3.05K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.01K+ 28.63% |
$241K - $278K
|
13.5K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.99KNew |
$239K - $276K
|
2.99K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.96K+ 15.78% |
$237K - $273K
|
21.7K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.96KNew |
$237K - $273K
|
2.96K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.91K+ 2.76% |
$233K - $269K
|
108K
$9.73M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 25.95% |
$231K - $266K
|
14K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.87K+ 8.87% |
$229K - $265K
|
35.2K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.86K+ 2.43% |
$229K - $264K
|
120K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.86K+ 20.02% |
$229K - $264K
|
17.1K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.85KNew |
$228K - $263K
|
2.85K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.84K+ 7.48% |
$227K - $262K
|
40.7K
$3.65M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.83KNew |
$227K - $262K
|
2.83K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.76KNew |
$221K - $255K
|
2.76K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.7K+ 2.56% |
$216K - $250K
|
108K
$9.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.68K+ 9.56% |
$214K - $247K
|
30.7K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.65KNew |
$212K - $245K
|
2.65K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.65K+ 1.88% |
$212K - $244K
|
143K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.62K+ 3.17% |
$210K - $242K
|
85.4K
$7.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.58K+ 1928.36% |
$207K - $239K
|
2.72K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.51K+ 38.53% |
$201K - $232K
|
9.01K
$808K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.48K+ 41.35% |
$199K - $229K
|
8.48K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.4K+ 58.55% |
$192K - $222K
|
6.5K
$583K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.37K+ 10.11% |
$190K - $219K
|
25.8K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.35K+ 2.85% |
$188K - $217K
|
84.8K
$7.6M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.27K+ 14.44% |
$182K - $210K
|
18K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.25K+ 0.6% |
$180K - $208K
|
376K
$33.7M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.16K+ 6.42% |
$173K - $200K
|
35.8K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.15K+ 0.72% |
$172K - $199K
|
300K
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.11K+ 18.01% |
$169K - $195K
|
13.8K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
2.09K+ 2.81% |
$167K - $193K
|
76.5K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 15.07% |
$164K - $190K
|
15.7K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.02K+ 1.8% |
$162K - $187K
|
115K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.02KNew |
$162K - $187K
|
2.02K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2K+ 56.96% |
$160K - $185K
|
5.51K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 34.36% |
$156K - $180K
|
7.62K
$684K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.93K+ 65.12% |
$155K - $178K
|
4.9K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.93K+ 9.95% |
$154K - $178K
|
21.3K
$1.91M
|