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 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
400+ 11.64% |
$37.7K - $42.1K
|
3.84K
$398K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
396New |
$37.4K - $41.7K
|
396
$41.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
380+ 12.7% |
$35.8K - $40K
|
3.37K
$350K
|
|
|
Nov 04, 2025
Q3 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
350+ 1.55% |
$33K - $36.9K
|
22.9K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
286New |
$27K - $30.1K
|
286
$29.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
268+ 0.63% |
$25.3K - $28.2K
|
42.9K
$4.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
266+ 0.85% |
$25.1K - $28K
|
31.6K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
255+ 5.8% |
$24.1K - $26.9K
|
4.65K
$483K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
250New |
$23.6K - $26.3K
|
250
$25.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
244+ 0.16% |
$23K - $25.7K
|
153K
$15.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
240+ 1.95% |
$22.6K - $25.3K
|
12.5K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
230New |
$21.7K - $24.2K
|
230
$23.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
227+ 5.27% |
$21.4K - $23.9K
|
4.53K
$470K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
226+ 9.91% |
$21.3K - $23.8K
|
2.51K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
212+ 2.03% |
$20K - $22.3K
|
10.7K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
211+ 0.5% |
$19.9K - $22.2K
|
42.1K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
210+ 1.59% |
$19.8K - $22.1K
|
13.4K
$1.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
205+ 0.37% |
$19.3K - $21.6K
|
55.4K
$5.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 2.36% |
$18.9K - $21.1K
|
8.67K
$899K
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
191+ 0.09% |
$18K - $20.1K
|
219K
$22.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
186+ 4.79% |
$17.5K - $19.6K
|
4.07K
$422K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
184+ 0.77% |
$17.4K - $19.4K
|
24.2K
$2.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
177+ 0.92% |
$16.7K - $18.6K
|
19.4K
$2.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
174New |
$16.4K - $18.3K
|
174
$18K
|
|
|
Oct 20, 2025
Q3 2025
|
Sequent Asset Management, LLC
|
BUY
|
- |
149+ 0.12% |
$14.1K - $15.7K
|
120K
$12.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
138New |
$13K - $14.5K
|
138
$14.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
132+ 0.57% |
$12.5K - $13.9K
|
23.4K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
118+ 0.46% |
$11.1K - $12.4K
|
25.7K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
110+ 4.17% |
$10.4K - $11.6K
|
2.75K
$285K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
109+ 0.93% |
$10.3K - $11.5K
|
11.8K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
106+ 0.58% |
$10K - $11.2K
|
18.4K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
100+ 2.32% |
$9.43K - $10.5K
|
4.42K
$458K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
98+ 2.14% |
$9.24K - $10.3K
|
4.67K
$485K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
90New |
$8.49K - $9.48K
|
90
$9.33K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.31% |
$8.21K - $9.16K
|
6.75K
$700K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
79+ 0.16% |
$7.45K - $8.32K
|
49.5K
$5.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
78+ 2.63% |
$7.36K - $8.21K
|
3.05K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
74+ 2.43% |
$6.98K - $7.79K
|
3.11K
$323K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
73+ 1.71% |
$6.89K - $7.69K
|
4.34K
$450K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 0.66% |
$6.79K - $7.58K
|
11K
$1.14M
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
BUY
|
- |
72+ 0.28% |
$6.79K - $7.58K
|
26K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
65+ 0.49% |
$6.13K - $6.85K
|
13.2K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
60+ 0.79% |
$5.66K - $6.32K
|
7.64K
$792K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
53+ 1.4% |
$5K - $5.58K
|
3.85K
$399K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
40+ 58.82% |
$3.77K - $4.21K
|
108
$11.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
37New |
$3.49K - $3.9K
|
37
$3.84K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
34+ 5.15% |
$3.21K - $3.58K
|
694
$72K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30+ 0.43% |
$2.83K - $3.16K
|
7.06K
$733K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
26+ 0.08% |
$2.45K - $2.74K
|
33.2K
$3.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
24+ 0.25% |
$2.26K - $2.53K
|
9.77K
$1.01M
|