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 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
103K+ 4.41% |
$7.41M - $9.84M
|
2.44M
$253M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
100K+ 82.01% |
$7.18M - $9.53M
|
222K
$23M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
92.9K+ 494.49% |
$6.68M - $8.86M
|
112K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
92.2K+ 2423.83% |
$6.62M - $8.78M
|
96K
$9.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
88.4KNew |
$6.35M - $8.43M
|
88.4K
$9.17M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
87.1KNew |
$6.25M - $8.3M
|
87.1K
$9.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74.5K+ 5.83% |
$5.35M - $7.1M
|
1.35M
$140M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
71.8KNew |
$5.16M - $6.84M
|
71.8K
$7.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70.6K+ 4.94% |
$5.07M - $6.73M
|
1.5M
$156M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
70.1K+ 437.51% |
$5.03M - $6.68M
|
86.1K
$8.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
69.6K+ 6.22% |
$5M - $6.63M
|
1.19M
$123M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
66.9KNew |
$4.81M - $6.38M
|
66.9K
$6.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63.7K+ 837.14% |
$4.57M - $6.07M
|
71.3K
$7.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
63.2KNew |
$4.54M - $6.02M
|
63.2K
$6.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
63K+ 22.26% |
$4.52M - $6M
|
346K
$35.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
60.7K+ 19.19% |
$4.36M - $5.78M
|
377K
$39.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
60.1K+ 93.85% |
$4.32M - $5.73M
|
124K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
58.6K+ 33.26% |
$4.21M - $5.59M
|
235K
$24.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57K+ 110.72% |
$4.09M - $5.43M
|
108K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55.7K+ 3.77% |
$4M - $5.31M
|
1.54M
$159M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
55.4K+ 197.46% |
$3.98M - $5.28M
|
83.4K
$8.65M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
53.4KNew |
$3.83M - $5.09M
|
53.4K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
53.3K+ 69.35% |
$3.83M - $5.08M
|
130K
$13.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
52.6K+ 56.27% |
$3.78M - $5.01M
|
146K
$15.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
52K+ 1697.16% |
$3.73M - $4.95M
|
55K
$5.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
50.7K+ 121.68% |
$3.65M - $4.84M
|
92.4K
$9.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
50.7K+ 343.07% |
$3.64M - $4.84M
|
65.5K
$6.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
50.2KNew |
$3.6M - $4.78M
|
50.2K
$5.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48.8K+ 5.36% |
$3.51M - $4.65M
|
960K
$99.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48K+ 5.1% |
$3.45M - $4.58M
|
990K
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
47.5K+ 94.95% |
$3.41M - $4.53M
|
97.5K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.5K+ 9.9% |
$3.2M - $4.24M
|
494K
$51.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
43.5K+ 19.67% |
$3.12M - $4.14M
|
265K
$27.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
43.3K+ 2.41% |
$3.11M - $4.13M
|
1.84M
$190M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.1K+ 7.62% |
$3.1M - $4.11M
|
609K
$63.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
42.8K+ 57.84% |
$3.07M - $4.08M
|
117K
$12.1M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
42.6KNew |
$3.06M - $4.06M
|
42.6K
$4.42M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
41.9KNew |
$3.01M - $3.99M
|
41.9K
$4.35M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41.7K+ 15.02% |
$3M - $3.98M
|
320K
$33.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
40.8K+ 53.78% |
$2.93M - $3.89M
|
117K
$12.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
40KNew |
$2.87M - $3.81M
|
40K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 60.21% |
$2.87M - $3.81M
|
106K
$11M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
38.7KNew |
$2.78M - $3.69M
|
38.7K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
38.5K+ 437.76% |
$2.77M - $3.67M
|
47.4K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
38.2K+ 7.09% |
$2.74M - $3.64M
|
576K
$59.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
38KNew |
$2.73M - $3.62M
|
38K
$3.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
37.9K+ 3.0% |
$2.72M - $3.61M
|
1.3M
$135M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
37.8KNew |
$2.72M - $3.6M
|
37.8K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37.6K+ 5.47% |
$2.7M - $3.58M
|
724K
$75M
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
37.1K+ 5.84% |
$2.67M - $3.54M
|
673K
$69.8M
|