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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
273New |
$21.9K - $25.2K
|
273
$24.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
270+ 9.89% |
$21.6K - $24.9K
|
3K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
268+ 7.93% |
$21.5K - $24.8K
|
3.65K
$327K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
260+ 3.06% |
$20.8K - $24K
|
8.75K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
258+ 6.97% |
$20.7K - $23.8K
|
3.96K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
255+ 4.48% |
$20.4K - $23.6K
|
5.95K
$534K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
239+ 5.71% |
$19.1K - $22.1K
|
4.42K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
233+ 7.39% |
$18.7K - $21.5K
|
3.38K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
215+ 6.81% |
$17.2K - $19.9K
|
3.37K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
211+ 90.95% |
$16.9K - $19.5K
|
443
$39.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
209+ 5.72% |
$16.7K - $19.3K
|
3.86K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
201+ 2.49% |
$16.1K - $18.6K
|
8.27K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
201+ 7.46% |
$16.1K - $18.6K
|
2.9K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
196+ 6.22% |
$15.7K - $18.1K
|
3.35K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
194+ 1.44% |
$15.5K - $17.9K
|
13.7K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
193+ 7.85% |
$15.4K - $17.8K
|
2.65K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
188+ 2.57% |
$15K - $17.4K
|
7.5K
$673K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
187+ 0.99% |
$15K - $17.3K
|
19K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
184+ 6.97% |
$14.7K - $17K
|
2.82K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
182+ 5.58% |
$14.6K - $16.8K
|
3.45K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
181+ 1.44% |
$14.5K - $16.7K
|
12.8K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
165+ 18.79% |
$13.2K - $15.2K
|
1.04K
$93.5K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
162New |
$13K - $15K
|
162
$14.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
162+ 3.25% |
$13K - $15K
|
5.15K
$462K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
162+ 1.44% |
$13K - $15K
|
11.4K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
153+ 3.73% |
$12.2K - $14.1K
|
4.25K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
142+ 0.09% |
$11.4K - $13.1K
|
151K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
132+ 2.48% |
$10.6K - $12.2K
|
5.46K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
129+ 4.85% |
$10.3K - $11.9K
|
2.79K
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
124+ 134.78% |
$9.93K - $11.5K
|
216
$19.4K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
122+ 114.02% |
$9.77K - $11.3K
|
229
$20.5K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
121+ 0.87% |
$9.69K - $11.2K
|
14K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
121+ 0.92% |
$9.69K - $11.2K
|
13.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
120+ 153.85% |
$9.61K - $11.1K
|
198
$17.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
114+ 1.22% |
$9.13K - $10.5K
|
9.44K
$847K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
105+ 1.69% |
$8.41K - $9.7K
|
6.31K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
100+ 0.81% |
$8.01K - $9.24K
|
12.5K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
95+ 1.63% |
$7.6K - $8.78K
|
5.93K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
95+ 1.37% |
$7.6K - $8.78K
|
7.05K
$632K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
94+ 2.81% |
$7.52K - $8.68K
|
3.44K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
93+ 3.62% |
$7.44K - $8.59K
|
2.66K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
91+ 0.3% |
$7.28K - $8.41K
|
30.3K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 425.0% |
$6.8K - $7.85K
|
105
$9.42K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
83+ 0.34% |
$6.64K - $7.67K
|
24.2K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
77+ 0.61% |
$6.16K - $7.11K
|
12.8K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
75+ 2.7% |
$6K - $6.93K
|
2.85K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 2.32% |
$5.52K - $6.37K
|
3.04K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
69+ 1.36% |
$5.52K - $6.37K
|
5.16K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
67+ 1.23% |
$5.36K - $6.19K
|
5.51K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
66+ 1.4% |
$5.28K - $6.1K
|
4.79K
$429K
|