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
|
Bcs Wealth Management
|
BUY
|
- |
1.38K+ 1.29% |
$130K - $146K
|
109K
$11.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.37KNew |
$129K - $144K
|
1.37K
$142K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
1.35K+ 2.39% |
$127K - $142K
|
57.7K
$5.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.32K+ 17.72% |
$124K - $139K
|
8.74K
$907K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.31K+ 2.17% |
$124K - $138K
|
61.8K
$6.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.31K+ 21.39% |
$123K - $138K
|
7.43K
$770K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.26KNew |
$119K - $132K
|
1.26K
$130K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.25K+ 79.42% |
$118K - $132K
|
2.82K
$293K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.24K+ 1.52% |
$117K - $130K
|
82.4K
$8.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.2K+ 3.54% |
$113K - $126K
|
35.1K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.17K+ 35.2% |
$110K - $123K
|
4.5K
$466K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.13K+ 22.06% |
$107K - $119K
|
6.27K
$651K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.12K+ 37.14% |
$106K - $118K
|
4.15K
$430K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.1K+ 1.48% |
$104K - $116K
|
75.5K
$7.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.35% |
$99.2K - $111K
|
45.8K
$4.75M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.04KNew |
$98.4K - $110K
|
1.04K
$108K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1.02K+ 1.5% |
$95.8K - $107K
|
68.9K
$7.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.01K+ 2.41% |
$95.5K - $107K
|
43K
$4.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
968New |
$91.3K - $102K
|
968
$100K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
942New |
$88.9K - $99.2K
|
942
$97.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
912+ 9.77% |
$86K - $96K
|
10.2K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
899+ 1.79% |
$84.8K - $94.7K
|
51.2K
$5.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
889+ 1.47% |
$83.9K - $93.6K
|
61.5K
$6.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
857+ 3.07% |
$80.8K - $90.3K
|
28.8K
$2.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
796+ 3.48% |
$75.1K - $83.8K
|
23.7K
$2.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
784+ 8.55% |
$74K - $82.6K
|
9.95K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
760+ 1.06% |
$71.7K - $80K
|
72.3K
$7.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
747+ 21.82% |
$70.5K - $78.7K
|
4.17K
$433K
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
727+ 0.66% |
$68.6K - $76.6K
|
111K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
724+ 17.19% |
$68.3K - $76.2K
|
4.94K
$512K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
724+ 26.0% |
$68.3K - $76.2K
|
3.51K
$364K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
716New |
$67.5K - $75.4K
|
716
$74.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
686New |
$64.7K - $72.2K
|
686
$71.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
674+ 27.56% |
$63.6K - $71K
|
3.12K
$324K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
640+ 74.07% |
$60.4K - $67.4K
|
1.5K
$156K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
631+ 50.64% |
$59.5K - $66.5K
|
1.88K
$195K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
623+ 0.51% |
$58.8K - $65.6K
|
124K
$12.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
594+ 0.12% |
$56K - $62.6K
|
495K
$51.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
589+ 273.95% |
$55.6K - $62K
|
804
$83.4K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
561+ 6.26% |
$52.9K - $59.1K
|
9.52K
$988K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
525+ 9.23% |
$49.5K - $55.3K
|
6.21K
$644K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
503+ 7.59% |
$47.4K - $53K
|
7.13K
$739K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
468+ 10.26% |
$44.1K - $49.3K
|
5.03K
$522K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
463+ 6.52% |
$43.7K - $48.8K
|
7.56K
$784K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
458+ 0.66% |
$43.2K - $48.2K
|
69.7K
$7.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
456+ 2.93% |
$43K - $48K
|
16K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
453+ 1.43% |
$42.7K - $47.7K
|
32.2K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
444+ 25.01% |
$41.9K - $46.8K
|
2.22K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
442+ 10.09% |
$41.7K - $46.5K
|
4.82K
$500K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
425+ 11.39% |
$40.1K - $44.8K
|
4.16K
$431K
|