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 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.45K+ 2.87% |
$104K - $138K
|
51.9K
$5.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.43K+ 1.67% |
$102K - $136K
|
86.9K
$9.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 28.32% |
$98.9K - $131K
|
6.24K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.35K+ 81.69% |
$97.1K - $129K
|
3.01K
$312K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.35K+ 24.12% |
$96.8K - $128K
|
6.93K
$719K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
1.34K+ 1.69% |
$96.5K - $128K
|
80.8K
$8.38M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.32K+ 20.49% |
$94.5K - $125K
|
7.73K
$802K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.3K+ 6.11% |
$93.4K - $124K
|
22.6K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.28K+ 13.52% |
$91.7K - $122K
|
10.7K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 21.65% |
$90.7K - $120K
|
7.1K
$736K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.26K+ 27.45% |
$90.6K - $120K
|
5.86K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.25K+ 0.64% |
$89.8K - $119K
|
198K
$20.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.25KNew |
$89.4K - $119K
|
1.25K
$129K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.23K+ 26.16% |
$88K - $117K
|
5.91K
$613K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.19K+ 39.99% |
$85.5K - $114K
|
4.17K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.19K+ 47.09% |
$85.3K - $113K
|
3.71K
$385K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.18K+ 1.11% |
$84.8K - $113K
|
107K
$11.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.18K+ 8.02% |
$84.5K - $112K
|
15.8K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.14K+ 11.16% |
$82.2K - $109K
|
11.4K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.13K+ 2.65% |
$80.9K - $107K
|
43.6K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.12K+ 29.96% |
$80.7K - $107K
|
4.87K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.09K+ 20.12% |
$78.4K - $104K
|
6.52K
$676K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
1.08K+ 2.51% |
$77.4K - $103K
|
44K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
1.07K+ 4.43% |
$77K - $102K
|
25.3K
$2.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.07K+ 40.44% |
$76.7K - $102K
|
3.71K
$385K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05K+ 25.61% |
$75.3K - $99.9K
|
5.14K
$533K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.01K+ 8.73% |
$72.7K - $96.5K
|
12.6K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
995+ 0.3% |
$71.5K - $94.8K
|
334K
$34.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
995+ 16.78% |
$71.5K - $94.8K
|
6.93K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
975+ 2.39% |
$70K - $92.9K
|
41.7K
$4.33M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
964+ 1.06% |
$69.2K - $91.9K
|
91.7K
$9.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
953+ 4.71% |
$68.5K - $90.8K
|
21.2K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
940+ 1.55% |
$67.5K - $89.6K
|
61.6K
$6.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
913New |
$65.6K - $87K
|
913
$94.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
913+ 11.06% |
$65.6K - $87K
|
9.17K
$951K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
878+ 4.0% |
$63.1K - $83.7K
|
22.8K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
876+ 12.22% |
$62.9K - $83.5K
|
8.05K
$834K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
876+ 8.08% |
$62.9K - $83.5K
|
11.7K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
875+ 0.49% |
$62.9K - $83.4K
|
180K
$18.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
870+ 9.0% |
$62.5K - $82.9K
|
10.5K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
863+ 13.82% |
$62K - $82.3K
|
7.11K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
856+ 1.04% |
$61.5K - $81.6K
|
83.5K
$8.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
852+ 6.66% |
$61.2K - $81.2K
|
13.6K
$1.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
845+ 8.69% |
$60.7K - $80.5K
|
10.6K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
808+ 1.72% |
$58K - $77K
|
47.7K
$4.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
797+ 16.31% |
$57.2K - $76K
|
5.69K
$590K
|
|
|
Jul 17, 2025
Q2 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
792+ 1.46% |
$56.9K - $75.5K
|
55.2K
$5.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
755+ 1.92% |
$54.2K - $72K
|
40.1K
$4.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
749+ 9.83% |
$53.8K - $71.4K
|
8.37K
$868K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
746+ 1.56% |
$53.6K - $71.1K
|
48.5K
$5.03M
|