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 14, 2025
Q3 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-90- 1.38% |
$8.49K - $9.48K
|
6.44K
$667K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-96- 1.63% |
$9.06K - $10.1K
|
5.81K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-96- 3.04% |
$9.06K - $10.1K
|
3.06K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-97- 4.26% |
$9.15K - $10.2K
|
2.18K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-99- 0.84% |
$9.34K - $10.4K
|
11.6K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-100- 7.92% |
$9.43K - $10.5K
|
1.16K
$121K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-101- 1.39% |
$9.53K - $10.6K
|
7.18K
$744K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-105- 2.97% |
$9.9K - $11.1K
|
3.43K
$356K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-105- 2.3% |
$9.9K - $11.1K
|
4.47K
$463K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-117- 11.91% |
$11K - $12.3K
|
865
$89.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-119- 3.34% |
$11.2K - $12.5K
|
3.44K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-121- 2.36% |
$11.4K - $12.7K
|
5K
$518K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-126- 5.63% |
$11.9K - $13.3K
|
2.11K
$219K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-138- 1.44% |
$13K - $14.5K
|
9.42K
$977K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-145- 0.58% |
$13.7K - $15.3K
|
24.7K
$2.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-146- 2.87% |
$13.8K - $15.4K
|
4.94K
$512K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-147- 2.61% |
$13.9K - $15.5K
|
5.49K
$569K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-163- 2.23% |
$15.4K - $17.2K
|
7.14K
$741K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-182- 3.15% |
$17.2K - $19.2K
|
5.6K
$580K
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-189- 3.63% |
$17.8K - $19.9K
|
5.02K
$521K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-196- 3.28% |
$18.5K - $20.6K
|
5.78K
$599K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-199- 1.39% |
$18.8K - $21K
|
14.1K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-203- 2.63% |
$19.1K - $21.4K
|
7.52K
$780K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-207- 11.62% |
$19.5K - $21.8K
|
1.57K
$163K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-213- 0.53% |
$20.1K - $22.4K
|
40.3K
$4.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-214- 1.09% |
$20.2K - $22.5K
|
19.5K
$2.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-223- 2.01% |
$21K - $23.5K
|
10.9K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-239- 4.56% |
$22.5K - $25.2K
|
5K
$519K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-249- 20.75% |
$23.5K - $26.2K
|
951
$98.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-250- 8.33% |
$23.6K - $26.3K
|
2.75K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-272- 13.88% |
$25.7K - $28.6K
|
1.69K
$175K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-292- 8.5% |
$27.5K - $30.8K
|
3.15K
$326K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-296- 95.48% |
$27.9K - $31.2K
|
14
$1.45K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-298- 3.34% |
$28.1K - $31.4K
|
8.64K
$896K
|
|
|
Nov 03, 2025
Q3 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-303- 0.92% |
$28.6K - $31.9K
|
32.5K
$3.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-304- 7.09% |
$28.7K - $32K
|
3.99K
$413K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-305- 24.4% |
$28.8K - $32.1K
|
945
$98K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-305- 1.62% |
$28.8K - $32.1K
|
18.5K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-312- 6.35% |
$29.4K - $32.9K
|
4.6K
$477K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-313- 0.6% |
$29.5K - $33K
|
52.2K
$5.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-328- 0.4% |
$30.9K - $34.5K
|
82.1K
$8.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-336- 57.05% |
$31.7K - $35.4K
|
253
$26.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-340- 18.73% |
$32.1K - $35.8K
|
1.48K
$153K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-357- 0.99% |
$33.7K - $37.6K
|
35.8K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 0.11% |
$34K - $37.9K
|
319K
$33.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-362- 0.45% |
$34.1K - $38.1K
|
80.4K
$8.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-365- 1.9% |
$34.4K - $38.4K
|
18.8K
$1.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-371- 9.14% |
$35K - $39.1K
|
3.69K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-371- 3.21% |
$35K - $39.1K
|
11.2K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-371- 1.52% |
$35K - $39.1K
|
24K
$2.49M
|