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 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
79+ 1.43% |
$5.67K - $7.53K
|
5.59K
$556K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
79+ 2.8% |
$5.67K - $7.53K
|
2.9K
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
76New |
$5.46K - $7.24K
|
76
$7.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
71New |
$5.1K - $6.77K
|
71
$7.05K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
69+ 0.93% |
$4.96K - $6.58K
|
7.48K
$743K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
67+ 0.88% |
$4.81K - $6.39K
|
7.72K
$767K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
66+ 0.89% |
$4.74K - $6.29K
|
7.46K
$741K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
63+ 1.22% |
$4.53K - $6.01K
|
5.21K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
61New |
$4.38K - $5.81K
|
61
$6.06K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
58New |
$4.17K - $5.53K
|
58
$5.76K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
58+ 0.56% |
$4.17K - $5.53K
|
10.5K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
55+ 1.78% |
$3.95K - $5.24K
|
3.14K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
53+ 1.37% |
$3.81K - $5.05K
|
3.92K
$389K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
52+ 2.64% |
$3.74K - $4.96K
|
2.02K
$201K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
50+ 1.48% |
$3.59K - $4.77K
|
3.44K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48+ 5.88% |
$3.45K - $4.58K
|
864
$85.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
47+ 9.87% |
$3.38K - $4.48K
|
523
$51.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
34+ 0.08% |
$2.44K - $3.24K
|
44.6K
$4.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32+ 0.56% |
$2.3K - $3.05K
|
5.77K
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
30+ 1.18% |
$2.15K - $2.86K
|
2.58K
$256K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
28New |
$2.01K - $2.67K
|
28
$2.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27New |
$1.94K - $2.57K
|
27
$2.68K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
26+ 0.96% |
$1.87K - $2.48K
|
2.73K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 2.72% |
$1.87K - $2.48K
|
982
$97.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
25+ 0.84% |
$1.8K - $2.38K
|
2.99K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.18% |
$1.8K - $2.38K
|
13.7K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.73% |
$1.8K - $2.38K
|
3.47K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.07% |
$1.65K - $2.19K
|
33.2K
$3.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 34.33% |
$1.65K - $2.19K
|
90
$8.94K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.14% |
$1.51K - $2K
|
15.2K
$1.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
20+ 100.0% |
$1.44K - $1.91K
|
40
$3.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
17New |
$1.22K - $1.62K
|
17
$1.69K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
17+ 0.6% |
$1.22K - $1.62K
|
2.84K
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15+ 0.2% |
$1.08K - $1.43K
|
7.47K
$742K
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 0.08% |
$934 - $1.24K
|
16.2K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13+ 0.39% |
$934 - $1.24K
|
3.38K
$336K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
10+ 0.35% |
$718 - $953
|
2.88K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$718 - $953
|
8.28K
$822K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.17% |
$646 - $858
|
5.29K
$525K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.04% |
$503 - $667
|
16.8K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.16% |
$359 - $477
|
3.04K
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.14% |
$359 - $477
|
3.59K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$287 - $381
|
4.19K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.12% |
$287 - $381
|
3.46K
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4+ 0.32% |
$287 - $381
|
1.26K
$125K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4+ 12.5% |
$287 - $381
|
36
$3.58K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
4+ 0.01% |
$287 - $381
|
28.2K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
4+ 0.08% |
$287 - $381
|
5.23K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.09% |
$215 - $286
|
3.21K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.05% |
$215 - $286
|
5.67K
$563K
|