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 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$71.8 - $95.3
|
6.86K
$712K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.02% |
$71.8 - $95.3
|
4.43K
$460K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$71.8 - $95.3
|
943
$97.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1- 0.25% |
$71.8 - $95.3
|
406
$42.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1- 0.01% |
$71.8 - $95.3
|
14.2K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1- 0.08% |
$71.8 - $95.3
|
1.33K
$138K
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-3- 0.06% |
$215 - $286
|
5.37K
$556K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4- 0.13% |
$287 - $381
|
3.15K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-5- 0.03% |
$359 - $477
|
16.2K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-6- 0.03% |
$431 - $572
|
19K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.02% |
$503 - $667
|
44.5K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.23% |
$575 - $763
|
3.44K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-11- 0.12% |
$790 - $1.05K
|
9.25K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-14- 13.33% |
$1.01K - $1.33K
|
91
$9.44K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-15- 0.14% |
$1.08K - $1.43K
|
10.5K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-16- 0.12% |
$1.15K - $1.53K
|
13.2K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-18- 0.59% |
$1.29K - $1.72K
|
3.05K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-19- 0.5% |
$1.36K - $1.81K
|
3.78K
$392K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-19- 0.3% |
$1.36K - $1.81K
|
6.29K
$653K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-20- 0.33% |
$1.44K - $1.91K
|
5.98K
$620K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.76% |
$1.44K - $1.91K
|
2.63K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-22- 0.83% |
$1.58K - $2.1K
|
2.63K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 2.51% |
$1.72K - $2.29K
|
934
$96.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27- 1.09% |
$1.94K - $2.57K
|
2.45K
$254K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-28- 0.34% |
$2.01K - $2.67K
|
8.23K
$853K
|
|
|
Aug 07, 2025
Q2 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-30- 0.48% |
$2.15K - $2.86K
|
6.28K
$651K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-36- 0.92% |
$2.59K - $3.43K
|
3.89K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-40- 1.47% |
$2.87K - $3.81K
|
2.68K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-40- 0.57% |
$2.87K - $3.81K
|
6.95K
$721K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-43- 1.33% |
$3.09K - $4.1K
|
3.2K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-46- 82.14% |
$3.3K - $4.38K
|
10
$1.04K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-47- 0.61% |
$3.38K - $4.48K
|
7.63K
$791K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-48- 0.53% |
$3.45K - $4.58K
|
8.97K
$930K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 0.63% |
$3.52K - $4.67K
|
7.68K
$796K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-49- 27.84% |
$3.52K - $4.67K
|
127
$13.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-52- 0.1% |
$3.74K - $4.96K
|
53.3K
$5.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-53- 1.77% |
$3.81K - $5.05K
|
2.95K
$306K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-56- 0.3% |
$4.02K - $5.34K
|
18.9K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-58- 31.69% |
$4.17K - $5.53K
|
125
$13K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-58- 0.87% |
$4.17K - $5.53K
|
6.63K
$687K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-60- 2.4% |
$4.31K - $5.72K
|
2.44K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-64- 1.06% |
$4.6K - $6.1K
|
5.95K
$617K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-67- 0.38% |
$4.81K - $6.39K
|
17.7K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-71- 60.68% |
$5.1K - $6.77K
|
46
$4.77K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-75- 1.29% |
$5.39K - $7.15K
|
5.72K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-75- 0.07% |
$5.39K - $7.15K
|
102K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-76- 0.71% |
$5.46K - $7.24K
|
10.7K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-77- 1.57% |
$5.53K - $7.34K
|
4.84K
$501K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-82- 4.39% |
$5.89K - $7.82K
|
1.79K
$185K
|