Purchases and Sales Made in Q2 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.79M+ 662.06% |
$129M - $171M
|
2.06M
$200M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05MNew |
$75.4M - $100M
|
1.05M
$102M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
522K+ 92.35% |
$37.5M - $49.7M
|
1.09M
$105M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
445K+ 20.06% |
$31.9M - $42.4M
|
2.66M
$258M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
425KNew |
$30.5M - $40.5M
|
425K
$41.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
253K+ 1018.12% |
$18.2M - $24.1M
|
278K
$26.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
203K+ 5.49% |
$14.6M - $19.3M
|
3.9M
$378M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
174K+ 3257.08% |
$12.5M - $16.6M
|
180K
$17.4M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
156K+ 7.67% |
$11.2M - $14.9M
|
2.19M
$212M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
133KNew |
$9.57M - $12.7M
|
133K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
115K+ 50.47% |
$8.28M - $11M
|
344K
$33.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
100K+ 82.01% |
$7.18M - $9.53M
|
222K
$21.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
69.6K+ 6.22% |
$5M - $6.63M
|
1.19M
$115M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
63K+ 22.26% |
$4.52M - $6M
|
346K
$33.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
60.1K+ 93.85% |
$4.32M - $5.73M
|
124K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57K+ 110.72% |
$4.09M - $5.43M
|
108K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
50.2KNew |
$3.6M - $4.78M
|
50.2K
$4.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 5.1% |
$3.45M - $4.58M
|
990K
$96M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.5K+ 9.9% |
$3.2M - $4.24M
|
494K
$47.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42.8K+ 57.84% |
$3.07M - $4.08M
|
117K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 60.21% |
$2.87M - $3.81M
|
106K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
37.8KNew |
$2.72M - $3.6M
|
37.8K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.4K+ 5.5% |
$1.97M - $2.61M
|
525K
$50.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
27.2KNew |
$1.95M - $2.59M
|
27.2K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
26.5K+ 43.64% |
$1.9M - $2.53M
|
87.2K
$8.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
26.3K+ 20.64% |
$1.89M - $2.51M
|
154K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
26.2K+ 116.45% |
$1.88M - $2.49M
|
48.6K
$4.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.9K+ 9.59% |
$1.79M - $2.37M
|
284K
$27.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23.8K+ 13.29% |
$1.71M - $2.27M
|
203K
$19.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
23.1K+ 5.23% |
$1.66M - $2.2M
|
464K
$45M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
21.1K+ 150.28% |
$1.52M - $2.02M
|
35.2K
$3.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18.1K+ 633.6% |
$1.3M - $1.72M
|
20.9K
$2.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
17.9K+ 21.86% |
$1.29M - $1.71M
|
99.8K
$9.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.5K+ 81.78% |
$1.26M - $1.67M
|
38.9K
$3.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
16.9K+ 25.54% |
$1.21M - $1.61M
|
82.9K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.6K+ 88.2% |
$1.19M - $1.58M
|
35.4K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
16.4K+ 7.31% |
$1.18M - $1.56M
|
241K
$23.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 28.19% |
$1.14M - $1.52M
|
72.4K
$7.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.6K+ 7.49% |
$1.12M - $1.49M
|
224K
$21.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.3K+ 302.02% |
$1.1M - $1.46M
|
20.3K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
14.3KNew |
$1.03M - $1.37M
|
14.3K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
14.1K+ 7.9% |
$1.02M - $1.35M
|
193K
$18.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
14KNew |
$1.01M - $1.33M
|
14K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
13.9K+ 2.49% |
$996K - $1.32M
|
572K
$55.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
11.8K+ 36.55% |
$849K - $1.13M
|
44.1K
$4.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11.4K+ 11.66% |
$821K - $1.09M
|
109K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.2K+ 15.22% |
$802K - $1.06M
|
84.6K
$8.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 1.61% |
$763K - $1.01M
|
672K
$65.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
10K+ 16.92% |
$720K - $955K
|
69.3K
$6.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
9.81KNew |
$705K - $935K
|
9.81K
$951K
|