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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.41K- 11.68% |
$193K - $222K
|
18.2K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.41K- 15.28% |
$193K - $222K
|
13.3K
$1.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.56K- 12.3% |
$205K - $236K
|
18.2K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.65K- 1.16% |
$212K - $244K
|
225K
$22.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-2.69K- 3.91% |
$215K - $249K
|
66.1K
$6.56M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.7K- 13.64% |
$216K - $249K
|
17.1K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.72K- 10.97% |
$217K - $251K
|
22K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 3.43% |
$219K - $253K
|
77.1K
$7.66M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.79K- 16.42% |
$223K - $257K
|
14.2K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.79K- 14.02% |
$223K - $258K
|
17.1K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.81K- 8.41% |
$225K - $260K
|
30.6K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.9K- 3.3% |
$232K - $268K
|
85K
$8.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2.91K- 9.51% |
$233K - $269K
|
27.7K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.97K- 5.56% |
$237K - $274K
|
50.4K
$5.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.98K- 6.86% |
$239K - $276K
|
40.5K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.01K- 2.65% |
$241K - $278K
|
111K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.05K- 25.22% |
$244K - $282K
|
9.05K
$899K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.07K- 5.92% |
$246K - $284K
|
48.8K
$4.85M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.12K- 50.79% |
$249K - $288K
|
3.02K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.19K- 5.12% |
$256K - $295K
|
59.1K
$5.87M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-3.22K- 2.16% |
$257K - $297K
|
146K
$14.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.23K- 9.61% |
$258K - $298K
|
30.3K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.28K- 0.9% |
$262K - $303K
|
360K
$35.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.3K- 14.9% |
$264K - $305K
|
18.8K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.41K- 2.63% |
$273K - $315K
|
126K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.46K- 0.27% |
$277K - $320K
|
1.28M
$127M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.51K- 11.09% |
$281K - $324K
|
28.1K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-3.68K- 0.99% |
$295K - $340K
|
369K
$36.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 0.62% |
$297K - $343K
|
598K
$59.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.75K- 6.08% |
$300K - $347K
|
58K
$5.76M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.79K- 17.37% |
$303K - $350K
|
18K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-3.97KClosed |
$318K - $367K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.05K- 61.29% |
$324K - $374K
|
2.56K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.07K- 58.32% |
$326K - $376K
|
2.91K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.08K- 12.93% |
$327K - $377K
|
27.5K
$2.73M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.09K- 0.62% |
$328K - $378K
|
661K
$65.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.19K- 15.59% |
$336K - $387K
|
22.7K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.47K- 97.11% |
$358K - $413K
|
133
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.61K- 32.96% |
$369K - $426K
|
9.38K
$932K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.62K- 19.4% |
$370K - $427K
|
19.2K
$1.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-4.7K- 1.25% |
$377K - $435K
|
372K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-4.74K- 17.02% |
$379K - $438K
|
23.1K
$2.29M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.74K- 9.9% |
$380K - $438K
|
43.2K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.76K- 3.03% |
$381K - $440K
|
153K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.77K- 1.01% |
$382K - $440K
|
468K
$46.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-4.81K- 7.54% |
$385K - $445K
|
59K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.38K- 22.86% |
$431K - $497K
|
18.1K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.42K- 64.98% |
$434K - $500K
|
2.92K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.44K- 1.71% |
$435K - $502K
|
312K
$31M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5.48K- 5.33% |
$439K - $506K
|
97.4K
$9.67M
|