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 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
793+ 8.44% |
$63.5K - $73.3K
|
10.2K
$914K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
786+ 0.87% |
$62.9K - $72.6K
|
90.7K
$8.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
751+ 1.0% |
$60.1K - $69.4K
|
75.8K
$6.8M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
749+ 0.46% |
$60K - $69.2K
|
163K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
738+ 4.09% |
$59.1K - $68.2K
|
18.8K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
737+ 17.67% |
$59K - $68.1K
|
4.91K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
736+ 12.68% |
$58.9K - $68K
|
6.54K
$586K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
718+ 2.61% |
$57.5K - $66.3K
|
28.2K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
712+ 1.99% |
$57K - $65.8K
|
36.6K
$3.28M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
699+ 11.99% |
$56K - $64.6K
|
6.53K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
656+ 218.67% |
$52.5K - $60.6K
|
956
$85.7K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
651New |
$52.1K - $60.1K
|
651
$58.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
638+ 9.41% |
$51.1K - $58.9K
|
7.42K
$665K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
628+ 16.55% |
$50.3K - $58K
|
4.42K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
623+ 0.39% |
$49.9K - $57.6K
|
160K
$14.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
596+ 13.97% |
$47.7K - $55.1K
|
4.86K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
590+ 6.29% |
$47.2K - $54.5K
|
9.97K
$894K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
590+ 0.85% |
$47.2K - $54.5K
|
70.1K
$6.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
570+ 24.6% |
$45.6K - $52.7K
|
2.89K
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
567+ 6.9% |
$45.4K - $52.4K
|
8.78K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
536+ 14.69% |
$42.9K - $49.5K
|
4.19K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
533+ 0.69% |
$42.7K - $49.2K
|
77.9K
$6.98M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
530+ 1.21% |
$42.4K - $49K
|
44.4K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
528+ 91.99% |
$42.3K - $48.8K
|
1.1K
$98.8K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
518+ 7.19% |
$41.5K - $47.9K
|
7.72K
$693K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
515+ 1.51% |
$41.2K - $47.6K
|
34.7K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
507+ 0.78% |
$40.6K - $46.8K
|
65.6K
$5.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
484+ 9.33% |
$38.7K - $44.7K
|
5.67K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
482+ 6.92% |
$38.6K - $44.5K
|
7.45K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
476+ 5.15% |
$38.1K - $44K
|
9.72K
$872K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
476New |
$38.1K - $44K
|
476
$42.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
472+ 62.6% |
$37.8K - $43.6K
|
1.23K
$110K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
469+ 2.37% |
$37.5K - $43.3K
|
20.3K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
445+ 4.04% |
$35.6K - $41.1K
|
11.4K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
438+ 0.51% |
$35.1K - $40.5K
|
85.5K
$7.67M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
435+ 2.52% |
$34.8K - $40.2K
|
17.7K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
434+ 0.55% |
$34.7K - $40.1K
|
79.6K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
418+ 4.77% |
$33.5K - $38.6K
|
9.18K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
395New |
$31.6K - $36.5K
|
395
$35.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
384+ 3.89% |
$30.7K - $35.5K
|
10.2K
$919K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
360+ 1.51% |
$28.8K - $33.3K
|
24.3K
$2.18M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
350New |
$28K - $32.3K
|
350
$31.4K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
345+ 0.79% |
$27.6K - $31.9K
|
44.1K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
339+ 2.14% |
$27.1K - $31.3K
|
16.2K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
336+ 5.51% |
$26.9K - $31K
|
6.43K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
320+ 8.28% |
$25.6K - $29.6K
|
4.19K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
306+ 2.18% |
$24.5K - $28.3K
|
14.3K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
301New |
$24.1K - $27.8K
|
301
$27K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
282+ 3.4% |
$22.6K - $26.1K
|
8.58K
$770K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
273+ 2.07% |
$21.9K - $25.2K
|
13.5K
$1.21M
|