Purchases and Sales Made in Q2 2025 in Spdr Portfolio (SPYG)
This table provides information about the institutional ownership of Spdr Portfolio (SPYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.47M+ 77.64% |
$321M - $426M
|
10.2M
$1.02B
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.12M+ 2711.75% |
$224M - $298M
|
3.24M
$321M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.79M+ 662.06% |
$129M - $171M
|
2.06M
$205M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79M+ 4.96% |
$128M - $170M
|
37.9M
$3.76B
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05MNew |
$75.4M - $100M
|
1.05M
$104M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.02M+ 22.19% |
$73.5M - $97.5M
|
5.63M
$559M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
847K+ 9685.92% |
$60.8M - $80.7M
|
856K
$85M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
842K+ 9486.48% |
$60.5M - $80.3M
|
851K
$84.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
698K+ 52.41% |
$50.2M - $66.6M
|
2.03M
$202M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
522K+ 92.35% |
$37.5M - $49.7M
|
1.09M
$108M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
473K+ 21.23% |
$34M - $45.1M
|
2.7M
$268M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
445K+ 20.06% |
$31.9M - $42.4M
|
2.66M
$264M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
425KNew |
$30.5M - $40.5M
|
425K
$42.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
345K+ 35.23% |
$24.8M - $32.9M
|
1.32M
$131M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
296K+ 12.22% |
$21.3M - $28.2M
|
2.72M
$270M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
253K+ 1018.12% |
$18.2M - $24.1M
|
278K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
251KNew |
$18M - $23.9M
|
251K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
239K+ 136.34% |
$17.2M - $22.8M
|
414K
$41.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
224KNew |
$16.1M - $21.4M
|
224K
$22.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
203K+ 5.49% |
$14.6M - $19.3M
|
3.9M
$387M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
187KNew |
$13.4M - $17.8M
|
187K
$18.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
174K+ 3257.08% |
$12.5M - $16.6M
|
180K
$17.8M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
156K+ 7.67% |
$11.2M - $14.9M
|
2.19M
$217M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
153K+ 10.77% |
$11M - $14.6M
|
1.58M
$157M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
140K+ 13.16% |
$10M - $13.3M
|
1.2M
$119M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
133KNew |
$9.57M - $12.7M
|
133K
$13.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
131K+ 1.17% |
$9.42M - $12.5M
|
11.3M
$1.13B
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
129K+ 93.73% |
$9.29M - $12.3M
|
267K
$26.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
118K+ 3.61% |
$8.46M - $11.2M
|
3.38M
$336M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
115K+ 50.47% |
$8.28M - $11M
|
344K
$34.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108K+ 4.89% |
$7.76M - $10.3M
|
2.32M
$230M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
103K+ 4.41% |
$7.41M - $9.84M
|
2.44M
$243M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
100K+ 82.01% |
$7.18M - $9.53M
|
222K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
92.9K+ 494.49% |
$6.68M - $8.86M
|
112K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
92.2K+ 2423.83% |
$6.62M - $8.78M
|
96K
$9.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
88.4KNew |
$6.35M - $8.43M
|
88.4K
$8.78M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
87.1KNew |
$6.25M - $8.3M
|
87.1K
$8.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74.5K+ 5.83% |
$5.35M - $7.1M
|
1.35M
$135M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
69.6K+ 6.22% |
$5M - $6.63M
|
1.19M
$118M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63.7K+ 837.14% |
$4.57M - $6.07M
|
71.3K
$7.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
63.2KNew |
$4.54M - $6.02M
|
63.2K
$6.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
63K+ 22.26% |
$4.52M - $6M
|
346K
$34.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
60.7K+ 19.19% |
$4.36M - $5.78M
|
377K
$37.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
60.1K+ 93.85% |
$4.32M - $5.73M
|
124K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
58.6K+ 33.26% |
$4.21M - $5.59M
|
235K
$23.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57K+ 110.72% |
$4.09M - $5.43M
|
108K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55.7K+ 3.77% |
$4M - $5.31M
|
1.54M
$153M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
55.4K+ 197.46% |
$3.98M - $5.28M
|
83.4K
$8.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
53.3K+ 69.35% |
$3.83M - $5.08M
|
130K
$12.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
52.6K+ 56.27% |
$3.78M - $5.01M
|
146K
$14.5M
|