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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-58- 31.69% |
$4.17K - $5.53K
|
125
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-58- 0.87% |
$4.17K - $5.53K
|
6.63K
$658K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-60- 2.4% |
$4.31K - $5.72K
|
2.44K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-64- 1.06% |
$4.6K - $6.1K
|
5.95K
$591K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-67- 0.38% |
$4.81K - $6.39K
|
17.7K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-71- 60.68% |
$5.1K - $6.77K
|
46
$4.57K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-75- 1.29% |
$5.39K - $7.15K
|
5.72K
$568K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-75- 0.07% |
$5.39K - $7.15K
|
102K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-76- 0.71% |
$5.46K - $7.24K
|
10.7K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-77- 1.57% |
$5.53K - $7.34K
|
4.84K
$480K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-82- 4.39% |
$5.89K - $7.82K
|
1.79K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-94- 1.64% |
$6.75K - $8.96K
|
5.64K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-108- 1.04% |
$7.76K - $10.3K
|
10.3K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-116- 1.43% |
$8.33K - $11.1K
|
7.97K
$792K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-122- 2.42% |
$8.76K - $11.6K
|
4.92K
$489K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-123- 11.82% |
$8.84K - $11.7K
|
918
$91.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-126- 1.13% |
$9.05K - $12K
|
11.1K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-130- 65.66% |
$9.34K - $12.4K
|
68
$6.75K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-140- 4.46% |
$10.1K - $13.3K
|
3K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-151- 0.55% |
$10.8K - $14.4K
|
27.4K
$2.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-153- 1.99% |
$11K - $14.6K
|
7.53K
$748K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-153- 52.94% |
$11K - $14.6K
|
136
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-156- 0.47% |
$11.2K - $14.9K
|
32.8K
$3.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-162- 0.56% |
$11.6K - $15.4K
|
29K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-165- 3.12% |
$11.9K - $15.7K
|
5.12K
$508K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-167- 3.4% |
$12K - $15.9K
|
4.74K
$471K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-168- 5.87% |
$12.1K - $16K
|
2.69K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-169- 2.58% |
$12.1K - $16.1K
|
6.37K
$633K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-171- 0.9% |
$12.3K - $16.3K
|
18.8K
$1.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-190- 16.34% |
$13.6K - $18.1K
|
973
$96.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-200- 1.2% |
$14.4K - $19.1K
|
16.5K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-201- 4.22% |
$14.4K - $19.2K
|
4.56K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-204- 4.98% |
$14.7K - $19.4K
|
3.89K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-209- 0.73% |
$15K - $19.9K
|
28.5K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-213- 0.89% |
$15.3K - $20.3K
|
23.6K
$2.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-213- 60.86% |
$15.3K - $20.3K
|
137
$13.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-213- 4.45% |
$15.3K - $20.3K
|
4.58K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-216- 0.49% |
$15.5K - $20.6K
|
43.8K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-216- 4.38% |
$15.5K - $20.6K
|
4.72K
$469K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-219- 0.09% |
$15.7K - $20.9K
|
245K
$24.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 0.5% |
$15.8K - $21K
|
43.9K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-224- 6.5% |
$16.1K - $21.4K
|
3.22K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-229- 6.79% |
$16.4K - $21.8K
|
3.15K
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-230- 5.81% |
$16.5K - $21.9K
|
3.73K
$371K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-233- 6.89% |
$16.7K - $22.2K
|
3.15K
$313K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-241- 0.16% |
$17.3K - $23K
|
151K
$15M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-246- 0.27% |
$17.7K - $23.4K
|
92K
$9.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-246- 1.28% |
$17.7K - $23.4K
|
19K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-248- 0.25% |
$17.8K - $23.6K
|
99.3K
$9.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-253- 5.72% |
$18.2K - $24.1K
|
4.17K
$414K
|