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
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-38- 0.07% |
$3.04K - $3.51K
|
54.2K
$5.38M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-42- 14.29% |
$3.36K - $3.88K
|
252
$25K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-42- 0.23% |
$3.36K - $3.88K
|
17.9K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-43- 0.24% |
$3.44K - $3.97K
|
17.8K
$1.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-46- 4.09% |
$3.68K - $4.25K
|
1.08K
$107K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-47- 20.43% |
$3.76K - $4.34K
|
183
$18.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-49- 0.47% |
$3.92K - $4.53K
|
10.4K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-52- 2.72% |
$4.16K - $4.8K
|
1.86K
$185K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-54- 0.28% |
$4.32K - $4.99K
|
19K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-55- 0.5% |
$4.4K - $5.08K
|
11K
$1.09M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-62- 0.9% |
$4.96K - $5.73K
|
6.86K
$681K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-65Closed |
$5.2K - $6.01K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-66- 1.42% |
$5.28K - $6.1K
|
4.57K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-67- 2.42% |
$5.36K - $6.19K
|
2.71K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-70- 4.33% |
$5.6K - $6.47K
|
1.55K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-71- 2.6% |
$5.68K - $6.56K
|
2.66K
$264K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-72- 0.64% |
$5.76K - $6.65K
|
11.2K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-73- 0.06% |
$5.84K - $6.74K
|
116K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-75- 0.6% |
$6K - $6.93K
|
12.5K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-77- 0.24% |
$6.16K - $7.11K
|
31.7K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
SELL
|
- |
-86- 1.77% |
$6.88K - $7.95K
|
4.77K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-86- 2.37% |
$6.88K - $7.95K
|
3.54K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-88- 41.51% |
$7.04K - $8.13K
|
124
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-96- 1.8% |
$7.68K - $8.87K
|
5.25K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-96Closed |
$7.68K - $8.87K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-98- 2.02% |
$7.84K - $9.05K
|
4.76K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-102- 2.92% |
$8.17K - $9.42K
|
3.39K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-106- 1.92% |
$8.49K - $9.79K
|
5.43K
$539K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-106- 3.17% |
$8.49K - $9.79K
|
3.24K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-111- 3.5% |
$8.89K - $10.3K
|
3.06K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-111- 2.63% |
$8.89K - $10.3K
|
4.11K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-119- 1.85% |
$9.53K - $11K
|
6.31K
$627K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-131- 2.24% |
$10.5K - $12.1K
|
5.72K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-135- 4.3% |
$10.8K - $12.5K
|
3.01K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-141- 2.6% |
$11.3K - $13K
|
5.28K
$524K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-147- 13.3% |
$11.8K - $13.6K
|
958
$95.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-148- 5.38% |
$11.8K - $13.7K
|
2.6K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-151- 0.55% |
$12.1K - $14K
|
27.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-156- 2.15% |
$12.5K - $14.4K
|
7.11K
$707K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-165- 1.33% |
$13.2K - $15.2K
|
12.2K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-166- 1.57% |
$13.3K - $15.3K
|
10.4K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-168- 0.44% |
$13.4K - $15.5K
|
38K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-170- 5.67% |
$13.6K - $15.7K
|
2.83K
$281K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-184- 0.9% |
$14.7K - $17K
|
20.3K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-184- 1.52% |
$14.7K - $17K
|
11.9K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-187- 0.38% |
$15K - $17.3K
|
48.6K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-189- 3.29% |
$15.1K - $17.5K
|
5.56K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-192- 1.94% |
$15.4K - $17.7K
|
9.7K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-195- 2.71% |
$15.6K - $18K
|
6.99K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-199- 3.22% |
$15.9K - $18.4K
|
5.99K
$595K
|