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 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.46K- 2.25% |
$326K - $364K
|
150K
$15.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.47K- 6.44% |
$327K - $365K
|
50.4K
$5.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.56K- 12.28% |
$336K - $375K
|
25.4K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.57K- 10.97% |
$337K - $376K
|
29K
$3.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-3.58K- 1.42% |
$337K - $376K
|
248K
$25.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-3.62K- 13.75% |
$341K - $381K
|
22.7K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.62K- 6.33% |
$341K - $381K
|
53.5K
$5.55M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.12K- 0.56% |
$389K - $434K
|
730K
$75.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.23K- 4.68% |
$399K - $445K
|
86.1K
$8.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-4.61K- 2.21% |
$435K - $486K
|
204K
$21.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.86K- 6.24% |
$459K - $512K
|
73.1K
$7.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.96K- 9.87% |
$468K - $523K
|
45.3K
$4.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-5.06K- 91.16% |
$477K - $533K
|
491
$50.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.15K- 1.47% |
$486K - $543K
|
347K
$35.9M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.18K- 5.95% |
$489K - $546K
|
81.9K
$8.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-5.62K- 5.21% |
$530K - $592K
|
102K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-6.68K- 9.74% |
$630K - $704K
|
61.9K
$6.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-7.07K- 2.15% |
$667K - $745K
|
321K
$33.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.6K- 1.35% |
$717K - $801K
|
555K
$57.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.66K- 9.05% |
$722K - $806K
|
76.9K
$7.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.73K- 6.13% |
$730K - $814K
|
118K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.76K- 21.9% |
$732K - $817K
|
27.7K
$2.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.8K- 6.13% |
$736K - $822K
|
119K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.99K- 44.83% |
$754K - $842K
|
9.84K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.35K- 71.22% |
$787K - $879K
|
3.37K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-8.45K- 4.27% |
$797K - $889K
|
189K
$19.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-9.33K- 7.88% |
$880K - $982K
|
109K
$11.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.75K- 6.13% |
$920K - $1.03M
|
149K
$15.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-11K- 6.67% |
$1.04M - $1.16M
|
154K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-11.4K- 2.82% |
$1.07M - $1.2M
|
393K
$40.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-11.6K- 4.73% |
$1.1M - $1.22M
|
234K
$24.3M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-12.5K- 84.15% |
$1.18M - $1.32M
|
2.36K
$245K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-14KClosed |
$1.32M - $1.47M
|
0
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-14.7K- 4.18% |
$1.39M - $1.55M
|
337K
$35M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-16.2K- 7.41% |
$1.53M - $1.7M
|
202K
$21M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-17K- 2.65% |
$1.6M - $1.79M
|
624K
$64.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-17.6K- 6.44% |
$1.66M - $1.85M
|
256K
$26.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-18.6K- 6.95% |
$1.75M - $1.96M
|
249K
$25.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-20.6K- 4.74% |
$1.94M - $2.17M
|
414K
$42.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-22.3K- 17.27% |
$2.1M - $2.35M
|
107K
$11.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-23.3K- 13.08% |
$2.2M - $2.45M
|
155K
$16M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-25.7K- 70.4% |
$2.42M - $2.7M
|
10.8K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-31.1K- 4.34% |
$2.93M - $3.27M
|
685K
$71M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.1K- 5.92% |
$2.93M - $3.27M
|
494K
$51.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-31.2K- 17.44% |
$2.94M - $3.28M
|
147K
$15.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-32.5K- 30.6% |
$3.07M - $3.43M
|
73.8K
$7.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-32.8K- 25.4% |
$3.1M - $3.46M
|
96.5K
$10M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-33.8K- 2.29% |
$3.19M - $3.56M
|
1.44M
$149M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.6K- 2.57% |
$4.02M - $4.49M
|
1.62M
$168M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-45.4K- 16.34% |
$4.28M - $4.78M
|
232K
$24.1M
|