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 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
23+ 0.58% |
$2.17K - $2.42K
|
4K
$415K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 0.93% |
$1.89K - $2.11K
|
2.18K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20New |
$1.89K - $2.11K
|
20
$2.07K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
$1.51K - $1.68K
|
16
$1.66K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
14+ 22.95% |
$1.32K - $1.47K
|
75
$7.78K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
11New |
$1.04K - $1.16K
|
11
$1.14K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10+ 0.13% |
$943 - $1.05K
|
7.78K
$807K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.04% |
$849 - $948
|
23.8K
$2.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.14% |
$566 - $632
|
4.44K
$460K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6+ 0.2% |
$566 - $632
|
2.99K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
4+ 0.14% |
$377 - $421
|
2.78K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.12% |
$377 - $421
|
3.46K
$359K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.11% |
$377 - $421
|
3.6K
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.13% |
$377 - $421
|
3.04K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$377 - $421
|
2.91K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3+ 0.04% |
$283 - $316
|
8.43K
$874K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2+ 0.09% |
$189 - $211
|
2.2K
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.1% |
$189 - $211
|
2.11K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.37% |
$94.3 - $105
|
270
$28K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$94.3 - $105
|
1.04K
$107K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$94.3 - $105
|
3.47K
$360K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1+ 0.01% |
$94.3 - $105
|
16.2K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1New |
$94.3 - $105
|
1
$104
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-1- 0.12% |
$94.3 - $105
|
830
$86.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4- 0.14% |
$377 - $421
|
2.94K
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 1.23% |
$472 - $527
|
401
$41.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 11.11% |
$566 - $632
|
48
$4.98K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-8- 0.07% |
$755 - $842
|
11.7K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9- 0.05% |
$849 - $948
|
17.9K
$1.86M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.06% |
$943 - $1.05K
|
16.8K
$1.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-11- 0.43% |
$1.04K - $1.16K
|
2.57K
$267K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-13- 0.04% |
$1.23K - $1.37K
|
35.1K
$3.64M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-14- 0.03% |
$1.32K - $1.47K
|
47.5K
$4.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-19- 7.01% |
$1.79K - $2K
|
252
$26.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22- 0.84% |
$2.08K - $2.32K
|
2.59K
$269K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-22- 17.32% |
$2.08K - $2.32K
|
105
$10.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-24- 0.2% |
$2.26K - $2.53K
|
11.7K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-30- 4.92% |
$2.83K - $3.16K
|
580
$60.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 1.14% |
$2.92K - $3.26K
|
2.7K
$280K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 0.48% |
$3.49K - $3.9K
|
7.64K
$792K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-46- 0.81% |
$4.34K - $4.84K
|
5.63K
$584K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.27% |
$4.34K - $4.84K
|
1.03K
$107K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-57- 0.96% |
$5.38K - $6K
|
5.89K
$611K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-70- 0.32% |
$6.6K - $7.37K
|
22K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-71- 0.72% |
$6.7K - $7.48K
|
9.74K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-74- 0.58% |
$6.98K - $7.79K
|
12.6K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-76- 61.29% |
$7.17K - $8K
|
48
$4.98K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-80- 2.54% |
$7.55K - $8.42K
|
3.07K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-83- 0.31% |
$7.83K - $8.74K
|
26.3K
$2.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-90- 1.21% |
$8.49K - $9.48K
|
7.38K
$765K
|