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 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
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-821- 7.17% |
$59K - $78.3K
|
10.6K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-841- 3.33% |
$60.4K - $80.2K
|
24.4K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-866- 16.45% |
$62.2K - $82.5K
|
4.4K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-875- 2.28% |
$62.9K - $83.4K
|
37.5K
$3.72M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-880- 6.6% |
$63.2K - $83.9K
|
12.5K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-882- 4.35% |
$63.4K - $84.1K
|
19.4K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-883- 6.68% |
$63.4K - $84.2K
|
12.3K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-887- 3.81% |
$63.7K - $84.5K
|
22.4K
$2.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-898- 1.19% |
$64.5K - $85.6K
|
74.4K
$7.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-918- 1.87% |
$65.9K - $87.5K
|
48.3K
$4.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-927- 6.89% |
$66.6K - $88.4K
|
12.5K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-938- 0.93% |
$67.4K - $89.4K
|
100K
$9.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-974- 0.61% |
$70K - $92.8K
|
159K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1K- 5.56% |
$71.8K - $95.3K
|
17K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-1.01K- 1.44% |
$72.2K - $95.8K
|
68.9K
$6.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.01K- 96.45% |
$72.3K - $95.9K
|
37
$3.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 24.79% |
$72.5K - $96.2K
|
3.06K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.02K- 3.23% |
$73.1K - $96.9K
|
30.5K
$3.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.02K- 13.01% |
$73.1K - $96.9K
|
6.8K
$676K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.05K- 2.52% |
$75.2K - $99.8K
|
40.5K
$4.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.07K- 4.84% |
$76.5K - $102K
|
21K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.08K- 21.06% |
$77.2K - $102K
|
4.03K
$400K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.08K- 33.82% |
$77.7K - $103K
|
2.12K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.1K- 3.34% |
$78.7K - $104K
|
31.7K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.13K- 9.31% |
$81.2K - $108K
|
11K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 1.6% |
$83.8K - $111K
|
71.6K
$7.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 19.51% |
$83.9K - $111K
|
4.82K
$479K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.17K- 1.74% |
$84.3K - $112K
|
66.4K
$6.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 9.84% |
$86.2K - $114K
|
11K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.2K- 2.97% |
$86.3K - $114K
|
39.2K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 11.04% |
$88.9K - $118K
|
9.97K
$991K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.27K- 3.44% |
$91.1K - $121K
|
35.6K
$3.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.28K- 1.35% |
$92K - $122K
|
93.7K
$9.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-1.32K- 6.64% |
$94.5K - $125K
|
18.5K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 1.73% |
$95.7K - $127K
|
75.7K
$7.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.35K- 3.37% |
$97K - $129K
|
38.8K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.35K- 18.01% |
$97K - $129K
|
6.15K
$611K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 30.96% |
$98K - $130K
|
3.04K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.37K- 34.61% |
$98.2K - $130K
|
2.58K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.37K- 3.59% |
$98.5K - $131K
|
36.8K
$3.66M
|