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
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.9K+ 1.5% |
$152K - $175K
|
128K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.89K+ 2.43% |
$151K - $175K
|
79.7K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.88K+ 0.78% |
$151K - $174K
|
242K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.88KNew |
$151K - $174K
|
1.88K
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.86K+ 167.32% |
$149K - $172K
|
2.98K
$267K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.84K+ 1.93% |
$147K - $170K
|
97.3K
$8.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.8K+ 459.18% |
$144K - $166K
|
2.19K
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.79K+ 3.62% |
$143K - $165K
|
51.2K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 1.46% |
$142K - $164K
|
123K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.76K+ 0.85% |
$141K - $162K
|
209K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 5.57% |
$136K - $157K
|
32.3K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 14.76% |
$136K - $157K
|
13.2K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.69K+ 23.7% |
$135K - $156K
|
8.82K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66KNew |
$132K - $153K
|
1.66K
$148K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.65K+ 41.08% |
$132K - $152K
|
5.65K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.62K+ 4.55% |
$130K - $149K
|
37.1K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.62K+ 8.46% |
$129K - $149K
|
20.7K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.55K+ 5.95% |
$124K - $143K
|
27.6K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.54K+ 2.09% |
$123K - $142K
|
75.3K
$6.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.53K+ 50.11% |
$122K - $141K
|
4.58K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.52K+ 1.97% |
$122K - $140K
|
78.6K
$7.05M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.47K+ 14.21% |
$118K - $136K
|
11.8K
$1.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.47K+ 3.66% |
$117K - $135K
|
41.5K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.45K+ 3.37% |
$116K - $134K
|
44.6K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.45K+ 12.39% |
$116K - $134K
|
13.2K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.41K+ 40.37% |
$112K - $130K
|
4.89K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.39K+ 12.89% |
$111K - $128K
|
12.1K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.35KNew |
$108K - $124K
|
1.35K
$121K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.3K+ 0.95% |
$104K - $120K
|
139K
$12.5M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.3K+ 8.54% |
$104K - $120K
|
16.5K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.22K+ 3.03% |
$97.7K - $113K
|
41.5K
$3.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.2K+ 10.91% |
$96.1K - $111K
|
12.2K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.19K+ 3.42% |
$95.5K - $110K
|
36.1K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
1.15K+ 5.39% |
$92.1K - $106K
|
22.5K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 9.66% |
$88.9K - $103K
|
12.6K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.1KNew |
$88.3K - $102K
|
1.1K
$98.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.02K+ 0.3% |
$81.3K - $93.8K
|
339K
$30.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.01K+ 5.23% |
$80.5K - $92.9K
|
20.2K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
983+ 0.73% |
$78.7K - $90.8K
|
136K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
956New |
$76.5K - $88.3K
|
956
$85.7K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
934+ 5.74% |
$74.8K - $86.3K
|
17.2K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
918+ 2.55% |
$73.5K - $84.8K
|
36.9K
$3.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
907+ 4.19% |
$72.6K - $83.8K
|
22.5K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
887+ 1.55% |
$71K - $81.9K
|
58.1K
$5.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
882+ 6.15% |
$70.6K - $81.5K
|
15.2K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
880+ 12.15% |
$70.4K - $81.3K
|
8.12K
$728K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
864+ 4.74% |
$69.2K - $79.8K
|
19.1K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
842+ 6.04% |
$67.4K - $77.8K
|
14.8K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
815+ 1.06% |
$65.2K - $75.3K
|
77.8K
$6.98M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
811+ 1.7% |
$64.9K - $74.9K
|
48.6K
$4.35M
|