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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.96K- 5.48% |
$284K - $377K
|
68.2K
$7.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.12K- 24.09% |
$296K - $392K
|
13K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.24K- 7.35% |
$304K - $404K
|
53.4K
$5.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.45K- 7.53% |
$320K - $424K
|
54.7K
$5.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.58K- 3.43% |
$329K - $437K
|
129K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.61K- 0.55% |
$331K - $440K
|
829K
$85.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.68K- 21.56% |
$336K - $446K
|
17K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.73K- 6.01% |
$339K - $450K
|
73.9K
$7.66M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-5.02K- 35.89% |
$360K - $478K
|
8.96K
$930K
|
|
|
Aug 13, 2025
Q2 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.19K- 1.89% |
$373K - $494K
|
270K
$28M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-5.2K- 2.07% |
$374K - $496K
|
247K
$25.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-5.23K- 17.64% |
$376K - $498K
|
24.4K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-5.28K- 46.91% |
$380K - $504K
|
5.98K
$620K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.43K- 39.17% |
$390K - $517K
|
8.43K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-5.44K- 7.19% |
$391K - $519K
|
70.3K
$7.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-5.56K- 3.41% |
$400K - $530K
|
158K
$16.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-5.57K- 5.14% |
$400K - $531K
|
103K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.77K- 50.71% |
$415K - $550K
|
5.61K
$582K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.99K- 19.75% |
$430K - $571K
|
24.3K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-6.16K- 69.82% |
$442K - $587K
|
2.66K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.22K- 5.1% |
$447K - $593K
|
116K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.32K- 0.53% |
$454K - $602K
|
1.2M
$124M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-6.38K- 22.98% |
$459K - $609K
|
21.4K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.41K- 25.06% |
$461K - $611K
|
19.2K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-6.48K- 3.28% |
$465K - $617K
|
191K
$19.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-6.59K- 7.87% |
$474K - $629K
|
77.2K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.72K- 19.77% |
$483K - $641K
|
27.3K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.81K- 22.21% |
$489K - $649K
|
23.9K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.84K- 10.01% |
$491K - $652K
|
61.5K
$6.37M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.11K- 30.03% |
$510K - $677K
|
16.6K
$1.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-7.32K- 20.13% |
$526K - $698K
|
29K
$3.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-7.58K- 38.16% |
$544K - $722K
|
12.3K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-7.75K- 49.92% |
$556K - $738K
|
7.77K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-7.81K- 51.59% |
$561K - $745K
|
7.33K
$760K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-7.9K- 5.69% |
$567K - $753K
|
131K
$13.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-7.98K- 3.29% |
$573K - $761K
|
234K
$24.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8K- 2.22% |
$574K - $762K
|
352K
$36.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-8.09K- 4.33% |
$581K - $771K
|
179K
$18.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.14K- 6.84% |
$585K - $776K
|
111K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-8.16K- 3.74% |
$586K - $778K
|
210K
$21.8M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.18K- 12.81% |
$588K - $780K
|
55.7K
$5.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.33K- 3.67% |
$598K - $794K
|
218K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.34K- 20.27% |
$599K - $795K
|
32.8K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.38K- 26.05% |
$602K - $798K
|
23.8K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8.41K- 4.75% |
$604K - $802K
|
169K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9.13K- 0.88% |
$656K - $870K
|
1.03M
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-9.22K- 35.51% |
$662K - $879K
|
16.7K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-9.23K- 15.24% |
$663K - $879K
|
51.3K
$5.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-9.44K- 19.34% |
$678K - $900K
|
39.4K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-9.46K- 14.93% |
$680K - $902K
|
53.9K
$5.59M
|