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 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-47.5K- 12.67% |
$4.48M - $5M
|
327K
$33.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-67.4K- 1.73% |
$6.35M - $7.09M
|
3.83M
$397M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-71.6K- 6.49% |
$6.76M - $7.54M
|
1.03M
$107M
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-74.7K- 29.73% |
$7.04M - $7.86M
|
176K
$18.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-74.8K- 21.63% |
$7.05M - $7.88M
|
271K
$28.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-79.1K- 20.14% |
$7.46M - $8.33M
|
314K
$32.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-88K- 10.62% |
$8.3M - $9.27M
|
741K
$76.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-96.7K- 33.9% |
$9.12M - $10.2M
|
189K
$19.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97.7K- 2.69% |
$9.21M - $10.3M
|
3.53M
$366M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-109K- 18.32% |
$10.2M - $11.4M
|
484K
$50.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-116K- 93.14% |
$10.9M - $12.2M
|
8.52K
$884K
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-141K- 33.09% |
$13.3M - $14.8M
|
285K
$29.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-146K- 13.87% |
$13.7M - $15.3M
|
904K
$93.7M
|