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 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
34+ 0.08% |
$2.44K - $3.24K
|
44.6K
$4.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32+ 0.56% |
$2.3K - $3.05K
|
5.77K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
30+ 1.18% |
$2.15K - $2.86K
|
2.58K
$267K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28+ 4.14% |
$2.01K - $2.67K
|
705
$73.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
28New |
$2.01K - $2.67K
|
28
$2.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27New |
$1.94K - $2.57K
|
27
$2.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 2.72% |
$1.87K - $2.48K
|
982
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
26+ 0.96% |
$1.87K - $2.48K
|
2.73K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.8K - $2.38K
|
13.7K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.73% |
$1.8K - $2.38K
|
3.47K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
25+ 0.84% |
$1.8K - $2.38K
|
2.99K
$310K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 34.33% |
$1.65K - $2.19K
|
90
$9.33K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.07% |
$1.65K - $2.19K
|
33.2K
$3.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.14% |
$1.51K - $2K
|
15.2K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20+ 100.0% |
$1.44K - $1.91K
|
40
$4.15K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19+ 7.54% |
$1.36K - $1.81K
|
271
$28.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.6% |
$1.22K - $1.62K
|
2.84K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
17New |
$1.22K - $1.62K
|
17
$1.76K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
16+ 0.01% |
$1.15K - $1.53K
|
165K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15+ 0.2% |
$1.08K - $1.43K
|
7.47K
$774K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13+ 0.39% |
$934 - $1.24K
|
3.38K
$351K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 0.08% |
$934 - $1.24K
|
16.2K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12+ 0.45% |
$862 - $1.14K
|
2.67K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
10+ 0.35% |
$718 - $953
|
2.88K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.1% |
$718 - $953
|
9.75K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$718 - $953
|
8.28K
$858K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.17% |
$646 - $858
|
5.29K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.04% |
$503 - $667
|
16.8K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.14% |
$359 - $477
|
3.59K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.16% |
$359 - $477
|
3.04K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.12% |
$287 - $381
|
3.46K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 12.5% |
$287 - $381
|
36
$3.73K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$287 - $381
|
4.19K
$435K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
4+ 0.01% |
$287 - $381
|
28.2K
$2.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4+ 0.32% |
$287 - $381
|
1.26K
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.08% |
$287 - $381
|
5.23K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.09% |
$215 - $286
|
3.21K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
3+ 0.81% |
$215 - $286
|
374
$38.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$215 - $286
|
5.67K
$588K
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
BUY
|
- |
2+ 0.06% |
$144 - $191
|
3.24K
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$144 - $191
|
3.23K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.03% |
$144 - $191
|
6.07K
$630K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.19% |
$144 - $191
|
1.04K
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.16% |
$144 - $191
|
1.25K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.15% |
$144 - $191
|
1.33K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$71.8 - $95.3
|
705
$73.1K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$71.8 - $95.3
|
2.74K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1+ 0.03% |
$71.8 - $95.3
|
2.99K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$71.8 - $95.3
|
3.7K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.03% |
$71.8 - $95.3
|
2.9K
$301K
|