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 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-254- 0.85% |
$18.2K - $24.2K
|
29.7K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-256- 26.78% |
$18.4K - $24.4K
|
700
$69.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-261- 1.53% |
$18.7K - $24.9K
|
16.8K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-263- 6.34% |
$18.9K - $25.1K
|
3.88K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-273- 0.02% |
$19.6K - $26K
|
1.47M
$146M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-273- 1.5% |
$19.6K - $26K
|
17.9K
$1.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-275- 2.3% |
$19.8K - $26.2K
|
11.7K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-278- 3.02% |
$20K - $26.5K
|
8.93K
$887K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-278- 6.09% |
$20K - $26.5K
|
4.29K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-288- 5.64% |
$20.7K - $27.5K
|
4.82K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-295- 1.63% |
$21.2K - $28.1K
|
17.9K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-298- 3.9% |
$21.4K - $28.4K
|
7.35K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-310- 89.08% |
$22.3K - $29.5K
|
38
$3.77K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-319- 0.09% |
$22.9K - $30.4K
|
371K
$36.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-341- 7.32% |
$24.5K - $32.5K
|
4.32K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-344- 3.9% |
$24.7K - $32.8K
|
8.47K
$842K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-345- 3.91% |
$24.8K - $32.9K
|
8.47K
$841K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-353- 6.49% |
$25.4K - $33.6K
|
5.08K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-379- 58.49% |
$27.2K - $36.1K
|
269
$26.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-405- 2.36% |
$29.1K - $38.6K
|
16.8K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-415- 13.6% |
$29.8K - $39.6K
|
2.64K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-450- 4.52% |
$32.3K - $42.9K
|
9.51K
$944K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-451- 13.38% |
$32.4K - $43K
|
2.92K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-454- 78.14% |
$32.6K - $43.3K
|
127
$12.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-479- 1.42% |
$34.4K - $45.7K
|
33.3K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-484- 36.81% |
$34.8K - $46.1K
|
831
$82.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-485- 5.48% |
$34.8K - $46.2K
|
8.37K
$831K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-502- 0.67% |
$36.1K - $47.9K
|
73.9K
$7.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-512- 2.11% |
$36.8K - $48.8K
|
23.8K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-524- 4.09% |
$37.6K - $49.9K
|
12.3K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-526- 8.95% |
$37.8K - $50.1K
|
5.35K
$532K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-541- 0.25% |
$38.9K - $51.6K
|
219K
$21.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-584- 7.56% |
$41.9K - $55.7K
|
7.14K
$709K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-587- 5.76% |
$42.2K - $56K
|
9.61K
$954K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-589- 4.78% |
$42.3K - $56.1K
|
11.7K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-590- 11.25% |
$42.4K - $56.2K
|
4.66K
$462K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-603- 6.25% |
$43.3K - $57.5K
|
9.05K
$898K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-607- 0.87% |
$43.6K - $57.9K
|
69.5K
$6.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-644- 2.4% |
$46.3K - $61.4K
|
26.2K
$2.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-656- 10.2% |
$47.1K - $62.5K
|
5.78K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-668- 10.01% |
$48K - $63.7K
|
6K
$596K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-685- 16.67% |
$49.2K - $65.3K
|
3.42K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-702- 7.99% |
$50.4K - $66.9K
|
8.08K
$802K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-705- 15.91% |
$50.6K - $67.2K
|
3.73K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-723- 22.69% |
$51.9K - $68.9K
|
2.46K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-740- 21.06% |
$53.2K - $70.5K
|
2.77K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-744- 1.69% |
$53.4K - $70.9K
|
43.4K
$4.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-750- 9.0% |
$53.9K - $71.5K
|
7.58K
$753K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-774- 9.53% |
$55.6K - $73.8K
|
7.35K
$730K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-785- 4.85% |
$56.4K - $74.8K
|
15.4K
$1.53M
|