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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.71K- 38.1% |
$123K - $163K
|
2.79K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-1.75K- 38.12% |
$125K - $167K
|
2.84K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.77K- 2.22% |
$127K - $169K
|
77.9K
$8.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
SELL
|
- |
-1.79K- 1.16% |
$129K - $171K
|
152K
$15.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.83K- 21.89% |
$131K - $174K
|
6.53K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.86K- 10.22% |
$133K - $177K
|
16.3K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 4.39% |
$136K - $181K
|
41.3K
$4.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.93K- 33.66% |
$138K - $183K
|
3.79K
$393K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2K- 5.33% |
$144K - $191K
|
35.5K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.02K- 0.41% |
$145K - $192K
|
485K
$50.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 4.91% |
$151K - $200K
|
40.6K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.11K- 9.38% |
$152K - $201K
|
20.4K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.21K- 0.98% |
$159K - $211K
|
223K
$23.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.23K- 2.66% |
$160K - $212K
|
81.4K
$8.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 17.37% |
$164K - $218K
|
10.9K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
SELL
|
- |
-2.3K- 8.14% |
$165K - $219K
|
25.9K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.34K- 3.21% |
$168K - $223K
|
70.3K
$7.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-2.35K- 15.86% |
$168K - $224K
|
12.4K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.38K- 8.17% |
$171K - $226K
|
26.7K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.38K- 2.61% |
$171K - $226K
|
88.6K
$9.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.41K- 16.45% |
$173K - $229K
|
12.2K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.48K- 12.96% |
$178K - $236K
|
16.6K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.52K- 0.91% |
$181K - $241K
|
274K
$28.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.54K- 4.37% |
$183K - $242K
|
55.6K
$5.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.64K- 18.79% |
$189K - $251K
|
11.4K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.66K- 14.6% |
$191K - $253K
|
15.6K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.74K- 3.5% |
$197K - $261K
|
75.5K
$7.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.79K- 92.38% |
$200K - $266K
|
230
$23.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.84K- 0.88% |
$204K - $271K
|
320K
$33.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.88K- 10.39% |
$207K - $275K
|
24.8K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.92K- 16.45% |
$210K - $279K
|
14.9K
$1.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3K- 22.77% |
$215K - $286K
|
10.2K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.06K- 1.11% |
$220K - $291K
|
273K
$28.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.08K- 5.92% |
$221K - $294K
|
49K
$5.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.08K- 13.53% |
$221K - $294K
|
19.7K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-3.12K- 2.69% |
$224K - $297K
|
113K
$11.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-3.13K- 31.39% |
$225K - $298K
|
6.84K
$709K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.13K- 4.25% |
$225K - $298K
|
70.6K
$7.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.17K- 25.35% |
$228K - $302K
|
9.34K
$968K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.22K- 16.78% |
$232K - $307K
|
16K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.39K- 15.8% |
$243K - $323K
|
18K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.44K- 10.6% |
$247K - $328K
|
29K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.47K- 61.29% |
$249K - $330K
|
2.19K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.47K- 26.02% |
$249K - $331K
|
9.87K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.56K- 6.35% |
$255K - $339K
|
52.5K
$5.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Sequent Asset Management, LLC
|
SELL
|
- |
-3.6K- 2.92% |
$259K - $343K
|
120K
$12.4M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-3.63KClosed |
$260K - $346K
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.68K- 26.96% |
$264K - $351K
|
9.98K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.87K- 0.95% |
$278K - $369K
|
403K
$41.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.88K- 79.24% |
$279K - $370K
|
1.02K
$105K
|