Purchases and Sales Made in Q3 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
4.49MNew |
$423M - $473M
|
4.49M
$465M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
689K+ 3540.84% |
$65M - $72.6M
|
709K
$73.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
578K+ 18.67% |
$54.5M - $60.9M
|
3.67M
$381M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
403K+ 9.22% |
$38M - $42.4M
|
4.77M
$495M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
350K+ 17.0% |
$33M - $36.9M
|
2.41M
$250M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
292K+ 10.76% |
$27.6M - $30.8M
|
3.01M
$312M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
267K+ 227.33% |
$25.2M - $28.1M
|
384K
$39.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
148K+ 20.5% |
$14M - $15.6M
|
872K
$90.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
113K+ 4.25% |
$10.7M - $11.9M
|
2.77M
$288M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
91.3K+ 14.07% |
$8.61M - $9.61M
|
740K
$76.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
80.3K+ 340.01% |
$7.57M - $8.45M
|
104K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
65.3K+ 130.17% |
$6.16M - $6.88M
|
115K
$12M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
58.9K+ 14.21% |
$5.55M - $6.2M
|
473K
$49.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
52.8K+ 1.15% |
$4.98M - $5.56M
|
4.65M
$482M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
45.9KNew |
$4.33M - $4.84M
|
45.9K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
42.1K+ 23.48% |
$3.98M - $4.44M
|
222K
$23M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41.7KNew |
$3.93M - $4.39M
|
41.7K
$4.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
41.7K+ 1259.4% |
$3.93M - $4.39M
|
45K
$4.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
35.3K+ 2.97% |
$3.33M - $3.72M
|
1.22M
$127M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
34.5K+ 5.13% |
$3.25M - $3.63M
|
706K
$73.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
31.4K+ 1568450.0% |
$2.96M - $3.3M
|
31.4K
$3.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
29.6K+ 10.14% |
$2.8M - $3.12M
|
322K
$33.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
28.1K+ 4.76% |
$2.65M - $2.96M
|
619K
$64.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
27.9K+ 18.39% |
$2.63M - $2.94M
|
180K
$18.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
27.1K+ 7.5% |
$2.55M - $2.85M
|
388K
$40.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.1K+ 9.02% |
$2.46M - $2.74M
|
315K
$32.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.2K+ 1.55% |
$2.19M - $2.44M
|
1.52M
$158M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
23K+ 41.84% |
$2.17M - $2.42M
|
78.1K
$8.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
22.1K+ 7.29% |
$2.08M - $2.32M
|
325K
$33.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
20.7K+ 7.6% |
$1.95M - $2.18M
|
293K
$30.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
20.4K+ 13.81% |
$1.93M - $2.15M
|
168K
$17.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
17.3K+ 62.38% |
$1.63M - $1.82M
|
45.1K
$4.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.1K+ 6.01% |
$1.61M - $1.8M
|
301K
$31.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
15.6KNew |
$1.47M - $1.65M
|
15.6K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 1.44% |
$1.41M - $1.57M
|
1.05M
$109M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14.9K+ 84.07% |
$1.4M - $1.57M
|
32.6K
$3.38M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 5.07% |
$1.3M - $1.45M
|
286K
$29.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
12.5K+ 3.51% |
$1.18M - $1.32M
|
369K
$38.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
12.1K+ 41.67% |
$1.15M - $1.28M
|
41.3K
$4.28M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
12.1KNew |
$1.14M - $1.28M
|
12.1K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
12KNew |
$1.14M - $1.27M
|
12K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5K+ 5.11% |
$1.09M - $1.22M
|
238K
$24.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.5KNew |
$1.09M - $1.21M
|
11.5K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11K+ 58.06% |
$1.04M - $1.16M
|
29.9K
$3.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.1KNew |
$955K - $1.07M
|
10.1K
$1.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9.51K+ 448.63% |
$897K - $1M
|
11.6K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9.5KNew |
$896K - $1M
|
9.5K
$985K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
9.47K+ 27.92% |
$893K - $997K
|
43.4K
$4.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.12K+ 5.99% |
$861K - $961K
|
161K
$16.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
8.94KNew |
$843K - $942K
|
8.94K
$927K
|