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 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.89K+ 4.79% |
$272K - $304K
|
63.1K
$6.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
2.88K+ 6.53% |
$272K - $303K
|
47K
$4.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
2.76K+ 2.22% |
$260K - $291K
|
127K
$13.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.64K+ 15.15% |
$249K - $278K
|
20K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.6KNew |
$245K - $274K
|
2.6K
$270K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.59KNew |
$244K - $273K
|
2.59K
$269K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
2.55KNew |
$240K - $268K
|
2.55K
$264K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.54KNew |
$240K - $268K
|
2.54K
$264K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.48K+ 6.18% |
$234K - $261K
|
42.6K
$4.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.47KNew |
$233K - $260K
|
2.47K
$256K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.44K+ 51.71% |
$230K - $257K
|
7.16K
$742K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.43KNew |
$229K - $256K
|
2.43K
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.43K+ 3.16% |
$229K - $255K
|
79.3K
$8.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.42KNew |
$228K - $254K
|
2.42K
$251K
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
2.33K+ 5.45% |
$220K - $245K
|
45.1K
$4.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.33KNew |
$219K - $245K
|
2.33K
$241K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
2.31KNew |
$218K - $244K
|
2.31K
$240K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.31KNew |
$218K - $243K
|
2.31K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.29KNew |
$216K - $241K
|
2.29K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.27K+ 9.34% |
$214K - $239K
|
26.6K
$2.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.26K+ 2.26% |
$213K - $237K
|
102K
$10.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.2KNew |
$208K - $232K
|
2.2K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.18KNew |
$206K - $230K
|
2.18K
$227K
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
2.04KNew |
$193K - $215K
|
2.04K
$212K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.01KNew |
$189K - $211K
|
2.01K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
2KNew |
$188K - $210K
|
2K
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.99KNew |
$188K - $209K
|
1.99K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.98KNew |
$186K - $208K
|
1.98K
$205K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.97KNew |
$186K - $207K
|
1.97K
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.97K+ 16.04% |
$186K - $207K
|
14.2K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.95KNew |
$184K - $206K
|
1.95K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$184K - $205K
|
1.95K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.95KNew |
$184K - $205K
|
1.95K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.95KNew |
$184K - $205K
|
1.95K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.94KNew |
$183K - $205K
|
1.94K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.93KNew |
$182K - $203K
|
1.93K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.91KNew |
$181K - $202K
|
1.91K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.87K+ 52.9% |
$176K - $197K
|
5.41K
$561K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.86K+ 4.92% |
$175K - $196K
|
39.7K
$4.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.8K+ 0.91% |
$170K - $190K
|
199K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.8K+ 27.64% |
$170K - $190K
|
8.32K
$863K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.76K+ 3.42% |
$166K - $185K
|
53.1K
$5.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.63K+ 5.77% |
$154K - $172K
|
29.9K
$3.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.63K+ 0.24% |
$153K - $171K
|
675K
$70M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.55K+ 3.71% |
$146K - $163K
|
43.3K
$4.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.51K+ 1.49% |
$143K - $159K
|
103K
$10.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.51K+ 1.92% |
$142K - $159K
|
80K
$8.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.5K+ 6.52% |
$141K - $158K
|
24.5K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.4KNew |
$132K - $148K
|
1.4K
$146K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.39K+ 1.15% |
$131K - $146K
|
121K
$12.6M
|