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 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-407- 4.0% |
$38.4K - $42.9K
|
9.76K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-412- 3.27% |
$38.9K - $43.4K
|
12.2K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-435- 0.8% |
$41K - $45.8K
|
54.2K
$5.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-453- 0.63% |
$42.7K - $47.7K
|
72K
$7.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-474- 15.3% |
$44.7K - $49.9K
|
2.63K
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-498- 4.06% |
$47K - $52.4K
|
11.8K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-498- 0.72% |
$47K - $52.4K
|
68.4K
$7.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-504- 2.38% |
$47.5K - $53.1K
|
20.7K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-511- 0.44% |
$48.2K - $53.8K
|
116K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-527- 16.72% |
$49.7K - $55.5K
|
2.62K
$272K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-527- 9.34% |
$49.7K - $55.5K
|
5.12K
$530K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-558- 3.07% |
$52.6K - $58.8K
|
17.6K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-559- 0.63% |
$52.7K - $58.9K
|
88.1K
$9.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-575- 9.81% |
$54.2K - $60.6K
|
5.29K
$548K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-588- 7.28% |
$55.5K - $61.9K
|
7.49K
$777K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-609- 18.26% |
$57.4K - $64.1K
|
2.73K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-617- 11.0% |
$58.2K - $65K
|
4.99K
$518K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-623- 16.99% |
$58.8K - $65.6K
|
3.04K
$316K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-658- 21.27% |
$62.1K - $69.3K
|
2.44K
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-694- 5.54% |
$65.5K - $73.1K
|
11.8K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-703- 8.48% |
$66.3K - $74K
|
7.59K
$787K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-726- 15.02% |
$68.5K - $76.5K
|
4.11K
$426K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-736- 6.99% |
$69.4K - $77.5K
|
9.79K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-751- 17.67% |
$70.8K - $79.1K
|
3.5K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-772- 1.21% |
$72.8K - $81.3K
|
63.2K
$6.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-840- 4.33% |
$79.2K - $88.5K
|
18.5K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-856- 1.91% |
$80.7K - $90.1K
|
44K
$4.57M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-888- 1.5% |
$83.8K - $93.5K
|
58.5K
$6.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-918- 2.2% |
$86.6K - $96.7K
|
40.9K
$4.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-938- 0.86% |
$88.5K - $98.8K
|
109K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-948- 37.56% |
$89.4K - $99.8K
|
1.58K
$163K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-969- 0.37% |
$91.4K - $102K
|
264K
$27.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-986- 11.48% |
$93K - $104K
|
7.61K
$789K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-992- 0.62% |
$93.6K - $104K
|
158K
$16.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.06K- 20.0% |
$99.7K - $111K
|
4.23K
$438K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.07K- 15.37% |
$101K - $113K
|
5.9K
$612K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.11K- 3.66% |
$105K - $117K
|
29.2K
$3.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.11K- 14.85% |
$105K - $117K
|
6.37K
$661K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-1.11K- 6.01% |
$105K - $117K
|
17.4K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.12K- 2.55% |
$106K - $118K
|
42.8K
$4.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.14K- 3.58% |
$107K - $120K
|
30.6K
$3.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 10.05% |
$108K - $121K
|
10.2K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.17K- 4.3% |
$110K - $123K
|
26K
$2.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.2K- 5.67% |
$113K - $126K
|
19.9K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.23K- 20.94% |
$116K - $130K
|
4.65K
$482K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-1.24K- 18.04% |
$117K - $130K
|
5.62K
$583K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.24K- 0.51% |
$117K - $130K
|
243K
$25.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.24K- 29.68% |
$117K - $131K
|
2.95K
$306K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.29K- 52.87% |
$122K - $136K
|
1.15K
$119K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 3.36% |
$124K - $138K
|
37.8K
$3.92M
|