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 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-10.1K- 27.78% |
$722K - $958K
|
26.1K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-10.2K- 2.54% |
$734K - $974K
|
393K
$40.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 84.38% |
$805K - $1.07M
|
2.08K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11.3K- 82.81% |
$809K - $1.07M
|
2.34K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-11.5K- 8.48% |
$826K - $1.1M
|
124K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-11.7K- 2.88% |
$843K - $1.12M
|
395K
$41M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-11.9K- 9.93% |
$855K - $1.13M
|
108K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-12.1K- 6.74% |
$872K - $1.16M
|
168K
$17.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12.2K- 55.37% |
$875K - $1.16M
|
9.82K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-12.4K- 12.72% |
$891K - $1.18M
|
85.1K
$8.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-12.4K- 4.48% |
$893K - $1.18M
|
265K
$27.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.9K- 11.88% |
$926K - $1.23M
|
95.6K
$9.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-14.4K- 44.76% |
$1.03M - $1.37M
|
17.7K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-14.4K- 76.95% |
$1.03M - $1.37M
|
4.3K
$446K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-14.6K- 46.95% |
$1.05M - $1.39M
|
16.5K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-14.8K- 3.7% |
$1.06M - $1.41M
|
385K
$39.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.9K- 99.68% |
$1.07M - $1.42M
|
48
$4.98K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15K- 13.88% |
$1.08M - $1.43M
|
93K
$9.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.5K- 11.72% |
$1.11M - $1.48M
|
117K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-17.1K- 8.76% |
$1.23M - $1.63M
|
178K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-17.3K- 6.0% |
$1.24M - $1.65M
|
271K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-19.6K- 84.82% |
$1.41M - $1.87M
|
3.51K
$364K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-19.9K- 43.03% |
$1.43M - $1.9M
|
26.4K
$2.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21.1K- 33.95% |
$1.51M - $2.01M
|
41K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-21.2K- 26.12% |
$1.53M - $2.02M
|
60.1K
$6.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-21.3K- 83.97% |
$1.53M - $2.03M
|
4.06K
$421K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-21.5K- 37.13% |
$1.55M - $2.05M
|
36.4K
$3.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-21.7K- 15.7% |
$1.56M - $2.07M
|
116K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.8K- 12.98% |
$1.56M - $2.08M
|
146K
$15.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-22.5K- 28.96% |
$1.62M - $2.15M
|
55.3K
$5.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-22.8K- 18.07% |
$1.64M - $2.17M
|
103K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-23.3K- 80.33% |
$1.67M - $2.22M
|
5.71K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-23.3K- 9.02% |
$1.67M - $2.22M
|
235K
$24.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-23.8K- 6.45% |
$1.71M - $2.27M
|
346K
$35.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-23.9K- 26.06% |
$1.72M - $2.28M
|
67.9K
$7.04M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-24.2K- 26.09% |
$1.74M - $2.31M
|
68.6K
$7.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-24.4K- 5.32% |
$1.75M - $2.33M
|
434K
$45M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-25K- 46.2% |
$1.8M - $2.39M
|
29.1K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-25.8K- 81.45% |
$1.85M - $2.46M
|
5.88K
$610K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-25.8K- 30.33% |
$1.86M - $2.46M
|
59.3K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-26.5K- 69.82% |
$1.91M - $2.53M
|
11.5K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-27.1K- 2.32% |
$1.94M - $2.58M
|
1.14M
$118M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.4K- 40.3% |
$2.04M - $2.7M
|
42K
$4.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-30.4K- 19.04% |
$2.18M - $2.9M
|
129K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-31K- 15.79% |
$2.22M - $2.95M
|
165K
$17.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31K- 5.22% |
$2.23M - $2.96M
|
563K
$58.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Compton Financial Group, LLC
|
SELL
|
- |
-31.2K- 3.55% |
$2.24M - $2.97M
|
848K
$87.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-32.2K- 12.09% |
$2.32M - $3.07M
|
235K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-33.7K- 10.28% |
$2.42M - $3.22M
|
294K
$30.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36K- 38.74% |
$2.59M - $3.44M
|
57K
$5.91M
|