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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
8.32K+ 5.46% |
$785K - $876K
|
161K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.29KNew |
$782K - $873K
|
8.29K
$860K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.2K+ 19.25% |
$774K - $864K
|
50.8K
$5.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.1K+ 13.32% |
$764K - $853K
|
68.9K
$7.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.76K+ 6.01% |
$732K - $817K
|
137K
$14.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
7.59K+ 3.93% |
$716K - $799K
|
201K
$20.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.51K+ 131.66% |
$709K - $791K
|
13.2K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.32K+ 22.14% |
$690K - $770K
|
40.4K
$4.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.25K+ 73.37% |
$683K - $763K
|
17.1K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.15K+ 6.4% |
$674K - $753K
|
119K
$12.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.06K+ 6.74% |
$666K - $743K
|
112K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7.05K+ 9.46% |
$665K - $742K
|
81.6K
$8.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.92K+ 33.1% |
$653K - $729K
|
27.8K
$2.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6.78K+ 3.14% |
$640K - $714K
|
223K
$23.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6.68K+ 18.98% |
$631K - $704K
|
41.9K
$4.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.51KNew |
$614K - $686K
|
6.51K
$675K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.47K+ 20.33% |
$610K - $681K
|
38.3K
$3.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.41K+ 16.55% |
$605K - $675K
|
45.1K
$4.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
6.15KNew |
$580K - $648K
|
6.15K
$638K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.13K+ 181.29% |
$579K - $646K
|
9.52K
$987K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.03K+ 1.53% |
$569K - $635K
|
401K
$41.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.65K+ 2.06% |
$533K - $595K
|
280K
$29M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.64K+ 14.49% |
$532K - $594K
|
44.6K
$4.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.64KNew |
$532K - $594K
|
5.64K
$585K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5.53KNew |
$522K - $583K
|
5.53K
$574K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.42K+ 4.65% |
$512K - $571K
|
122K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.25K+ 1.06% |
$495K - $553K
|
501K
$52M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.24K+ 29.35% |
$494K - $552K
|
23.1K
$2.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.2K+ 0.91% |
$491K - $548K
|
577K
$59.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17K+ 7.78% |
$487K - $544K
|
71.6K
$7.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
5.13K+ 6.37% |
$484K - $540K
|
85.6K
$8.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 4.64% |
$474K - $530K
|
113K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$425K - $475K
|
4.51K
$467K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
4.1KNew |
$387K - $432K
|
4.1K
$426K
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.81K+ 1.58% |
$360K - $402K
|
245K
$25.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.77K+ 7.45% |
$356K - $397K
|
54.3K
$5.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.76K+ 1.24% |
$354K - $395K
|
306K
$31.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.72K+ 2.86% |
$351K - $392K
|
134K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.69KNew |
$348K - $388K
|
3.69K
$382K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.61KNew |
$341K - $380K
|
3.61K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.55KNew |
$335K - $374K
|
3.55K
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.49K+ 1.56% |
$329K - $367K
|
228K
$23.6M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.41K+ 13.33% |
$322K - $359K
|
29K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.33K+ 10.16% |
$314K - $351K
|
36.1K
$3.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
3.14KNew |
$297K - $331K
|
3.14K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.05KNew |
$288K - $321K
|
3.05K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.02KNew |
$285K - $318K
|
3.02K
$313K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.98K+ 7.33% |
$281K - $314K
|
43.6K
$4.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.95K+ 18.83% |
$278K - $311K
|
18.6K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.95K+ 11.27% |
$278K - $310K
|
29.1K
$3.02M
|