Purchases and Sales Made in Q1 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
93+ 3.62% |
$7.44K - $8.59K
|
2.66K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
91+ 0.3% |
$7.28K - $8.41K
|
30.3K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
85+ 425.0% |
$6.8K - $7.85K
|
105
$10.4K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
83+ 0.34% |
$6.64K - $7.67K
|
24.2K
$2.4M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
78New |
$6.24K - $7.21K
|
78
$7.75K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
77+ 0.61% |
$6.16K - $7.11K
|
12.8K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
75+ 2.7% |
$6K - $6.93K
|
2.85K
$283K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
71+ 154.35% |
$5.68K - $6.56K
|
117
$11.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 2.32% |
$5.52K - $6.37K
|
3.04K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
69+ 1.36% |
$5.52K - $6.37K
|
5.16K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
67+ 1.23% |
$5.36K - $6.19K
|
5.51K
$547K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
66+ 1.4% |
$5.28K - $6.1K
|
4.79K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
66+ 2.48% |
$5.28K - $6.1K
|
2.73K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
61+ 0.9% |
$4.88K - $5.64K
|
6.85K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
61New |
$4.88K - $5.64K
|
61
$6.06K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
58+ 11.65% |
$4.64K - $5.36K
|
556
$55.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53+ 2.19% |
$4.24K - $4.9K
|
2.47K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
49+ 0.79% |
$3.92K - $4.53K
|
6.25K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
48+ 0.27% |
$3.84K - $4.43K
|
17.8K
$1.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.83% |
$3.2K - $3.7K
|
4.89K
$486K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.49% |
$3.04K - $3.51K
|
7.73K
$768K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
36+ 0.13% |
$2.88K - $3.33K
|
28.7K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
36+ 0.68% |
$2.88K - $3.33K
|
5.37K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
34New |
$2.72K - $3.14K
|
34
$3.38K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.07% |
$2.72K - $3.14K
|
47.9K
$4.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
33New |
$2.64K - $3.05K
|
33
$3.28K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
33+ 0.77% |
$2.64K - $3.05K
|
4.32K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
31+ 0.21% |
$2.48K - $2.86K
|
15K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
31New |
$2.48K - $2.86K
|
31
$3.08K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
30+ 5.08% |
$2.4K - $2.77K
|
620
$61.6K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
29+ 0.02% |
$2.32K - $2.68K
|
118K
$11.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
27+ 0.08% |
$2.16K - $2.49K
|
33.2K
$3.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27New |
$2.16K - $2.49K
|
27
$2.68K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
26New |
$2.08K - $2.4K
|
26
$2.58K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.7% |
$1.92K - $2.22K
|
3.44K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
22+ 0.64% |
$1.76K - $2.03K
|
3.45K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.72% |
$1.52K - $1.76K
|
2.64K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18New |
$1.44K - $1.66K
|
18
$1.79K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
13+ 0.05% |
$1.04K - $1.2K
|
28.7K
$2.85M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.19K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$961 - $1.11K
|
12
$1.19K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.13% |
$961 - $1.11K
|
9.21K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
12+ 60.0% |
$961 - $1.11K
|
32
$3.18K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.1% |
$801 - $924
|
9.74K
$967K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8+ 2.85% |
$640 - $739
|
289
$28.7K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.7% |
$480 - $554
|
863
$85.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.17% |
$480 - $554
|
3.59K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
6+ 0.15% |
$480 - $554
|
4.06K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
5+ 0.16% |
$400 - $462
|
3.12K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.14% |
$400 - $462
|
3.46K
$343K
|