Purchases and Sales Made in Q2 2025 in Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR INDEX SHS FDS S SPDR PORT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.61K+ 1.3% |
$256K - $318K
|
360K
$24.8M
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
3.1K+ 8.49% |
$172K - $214K
|
39.5K
$2.73M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
221New |
$12.3K - $15.2K
|
221
$15.2K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.94% |
$222 - $276
|
428
$29.5K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-430- 33.46% |
$23.9K - $29.7K
|
855
$59K
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-547- 5.91% |
$30.4K - $37.7K
|
8.71K
$601K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-729- 4.52% |
$40.5K - $50.3K
|
15.4K
$1.06M
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.08K- 2.85% |
$60K - $74.6K
|
36.9K
$2.54M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-58.6K- 17.39% |
$3.25M - $4.05M
|
279K
$19.2M
|