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 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.13% |
$400 - $462
|
3.92K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.13% |
$320 - $370
|
3.03K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.08% |
$320 - $370
|
5.23K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.16% |
$320 - $370
|
2.45K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2+ 0.0% |
$160 - $185
|
91K
$9.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2+ 0.02% |
$160 - $185
|
10.7K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.15% |
$160 - $185
|
1.33K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2New |
$160 - $185
|
2
$199
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
2+ 0.0% |
$160 - $185
|
69.9K
$6.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 3.7% |
$160 - $185
|
56
$5.56K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$160 - $185
|
5.67K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2+ 0.06% |
$160 - $185
|
3.22K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.16% |
$160 - $185
|
1.24K
$124K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.05% |
$160 - $185
|
4.15K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.15% |
$80.1 - $92.4
|
648
$64.4K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.15% |
$80.1 - $92.4
|
677
$67.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.65K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.63K
$261K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$80.1 - $92.4
|
2.74K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 4.17% |
$80.1 - $92.4
|
25
$2.48K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$80.1 - $92.4
|
3.7K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.25% |
$80.1 - $92.4
|
407
$40.4K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.27% |
$80.1 - $92.4
|
371
$36.9K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.11% |
$80.1 - $92.4
|
942
$93.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.52% |
$80.1 - $92.4
|
67
$6.66K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.1% |
$80.1 - $92.4
|
1.03K
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1- 0.04% |
$80.1 - $92.4
|
2.55K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-2- 0.03% |
$160 - $185
|
7K
$695K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.09% |
$480 - $554
|
6.46K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-6- 0.45% |
$480 - $554
|
1.33K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 2.79% |
$801 - $924
|
348
$34.6K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.25% |
$881 - $1.02K
|
4.43K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-12- 0.38% |
$961 - $1.11K
|
3.16K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-15- 0.47% |
$1.2K - $1.39K
|
3.2K
$318K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 57.14% |
$1.6K - $1.85K
|
15
$1.49K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-22- 36.67% |
$1.76K - $2.03K
|
38
$3.77K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-22- 0.71% |
$1.76K - $2.03K
|
3.07K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-22- 1.65% |
$1.76K - $2.03K
|
1.32K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-22- 0.07% |
$1.76K - $2.03K
|
29.7K
$2.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-24- 1.87% |
$1.92K - $2.22K
|
1.26K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-25- 0.35% |
$2K - $2.31K
|
7.17K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-25- 0.68% |
$2K - $2.31K
|
3.63K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-26- 0.66% |
$2.08K - $2.4K
|
3.93K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-29- 0.12% |
$2.32K - $2.68K
|
23.3K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30- 0.58% |
$2.4K - $2.77K
|
5.11K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-31- 4.19% |
$2.48K - $2.86K
|
709
$70.4K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-34- 0.01% |
$2.72K - $3.14K
|
246K
$24.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-35- 0.58% |
$2.8K - $3.23K
|
6.01K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-38- 0.76% |
$3.04K - $3.51K
|
4.95K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-38- 1.5% |
$3.04K - $3.51K
|
2.5K
$248K
|