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 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-1.32K- 26.88% |
$125K - $139K
|
3.59K
$372K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 9.49% |
$128K - $143K
|
13K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.38K- 6.47% |
$131K - $146K
|
20K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.44K- 5.96% |
$136K - $152K
|
22.7K
$2.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.46K- 20.36% |
$137K - $153K
|
5.7K
$591K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.47K- 3.34% |
$138K - $155K
|
42.5K
$4.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.5K- 88.86% |
$141K - $158K
|
188
$19.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.54K- 2.51% |
$145K - $162K
|
59.9K
$6.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.55K- 8.93% |
$146K - $163K
|
15.8K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.55K- 18.53% |
$146K - $163K
|
6.82K
$707K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 0.71% |
$150K - $167K
|
222K
$23.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.6K- 4.12% |
$150K - $168K
|
37.2K
$3.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.6K- 1.56% |
$151K - $169K
|
101K
$10.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.61K- 6.73% |
$151K - $169K
|
22.3K
$2.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.63K- 24.0% |
$153K - $171K
|
5.15K
$534K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.67K- 4.53% |
$157K - $176K
|
35.2K
$3.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.77K- 4.01% |
$167K - $186K
|
42.3K
$4.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-1.78K- 1.94% |
$168K - $188K
|
90.2K
$9.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.8K- 8.76% |
$170K - $190K
|
18.8K
$1.95M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.82K- 11.01% |
$172K - $192K
|
14.7K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-1.88K- 0.97% |
$177K - $198K
|
192K
$19.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.94K- 1.57% |
$183K - $205K
|
122K
$12.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.98K- 5.37% |
$186K - $208K
|
34.8K
$3.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.98K- 12.02% |
$187K - $209K
|
14.5K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.02K- 0.16% |
$191K - $213K
|
1.3M
$135M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 1.21% |
$191K - $214K
|
166K
$17.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.03K- 4.18% |
$192K - $214K
|
46.6K
$4.83M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 12.23% |
$196K - $219K
|
14.9K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 0.21% |
$197K - $220K
|
988K
$102M
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.1K- 19.16% |
$198K - $221K
|
8.86K
$919K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-2.1K- 5.14% |
$198K - $221K
|
38.8K
$4.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.13K- 2.46% |
$201K - $224K
|
84.4K
$8.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.21K- 16.17% |
$208K - $232K
|
11.4K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.25K- 22.52% |
$212K - $237K
|
7.73K
$802K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.26K- 0.61% |
$213K - $238K
|
369K
$38.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-2.28K- 0.71% |
$215K - $240K
|
321K
$33.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.35K- 3.04% |
$221K - $247K
|
74.9K
$7.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.36K- 1.06% |
$222K - $248K
|
220K
$22.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.42K- 2.53% |
$228K - $255K
|
93.1K
$9.66M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2.43K- 2.07% |
$229K - $256K
|
115K
$11.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-2.44K- 9.99% |
$230K - $257K
|
22K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.46K- 2.86% |
$232K - $259K
|
83.4K
$8.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.78K- 5.73% |
$262K - $293K
|
45.7K
$4.74M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.81K- 3.02% |
$265K - $296K
|
90.2K
$9.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.89K- 2.8% |
$273K - $305K
|
100K
$10.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.13K- 2.7% |
$295K - $329K
|
113K
$11.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-3.23K- 3.89% |
$304K - $340K
|
79.7K
$8.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.25K- 4.22% |
$307K - $342K
|
73.8K
$7.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.28K- 2.82% |
$309K - $345K
|
113K
$11.7M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.28K- 4.43% |
$309K - $345K
|
70.7K
$7.33M
|